I think it's reasonable because the bitcoin price was drop drasticly. And many miner relocate their equipment from mining bitcoin to AI.
Even if it is not so apparent on the surface, the AI company offers to the miner a bigger contract and more stable than mining. This will certainly be a problem in the future, if the bitcoin price does not provide a good deal for the miners, and the hashrate continues to decline.
I'm not sure if those ASIC's will be in any way useful for AI companies but in my knowledge the miners having GPU rigs could join AI workforce to gain maximum profit from their hardware. Especially those who own RTX 40 and RTX 50 series cards will make some good profit by giving their hardware power to AI companies. I believe it's still a good time for the ones who own ASIC mining machines as with low difficulty they'll be able to get more profit.
