The first miner has already run towards AI

[joker_josue]

https://www.corexhosting.io/

is my hosting company.

Interesting.
I would risk it, but nowadays, even for a hobby and experience, it would be "expensive". 

[FP91G]

8.75c / kWh

https://www.asicminervalue.com/ru/miners/bitmain/antmine-s21-xp-270th

The Bitmain Antminer S21 XP will never pay for itself with this kind of electricity price.
The situation is no better for other Bitcoin mining markets, with the halving approaching every month. After the halving, the entire 21st series will be unprofitable.

[dansus021]

—snip—

The hashrate won't decline rapidly because the centers for these projects will be built within 2-3 years. Companies are buying equipment to pay for itself before the halving. A sharp drop in mining hashrate isn't expected in the next two years unless the price drops to 40,000.
I've noticed that the newer the equipment, the longer its payback period. Or perhaps manufacturers are publishing prices out of tradition, as they will always offer good discounts to their major customers.

Yes I also hear the news, according to coindesk A massive structural shift is underway as major public Bitcoin mining companies are aggressively liquidating their Bitcoin reserves to fund transitions into High-Performance Computing (HPC) and Artificial Intelligence (AI) data centers. Public miners sold a record 32,000+ BTC in Q1 2026 alone, driven by unsustainable post-halving mining economics and skyrocketing Wall Street valuations for AI infrastructure.

But I actually curious, did this are making the mining world end, I also remember when Bitmain created Sophon as AI chip back couple years ago

[FP91G]

—snip—

The hashrate won't decline rapidly because the centers for these projects will be built within 2-3 years. Companies are buying equipment to pay for itself before the halving. A sharp drop in mining hashrate isn't expected in the next two years unless the price drops to 40,000.
I've noticed that the newer the equipment, the longer its payback period. Or perhaps manufacturers are publishing prices out of tradition, as they will always offer good discounts to their major customers.

Yes I also hear the news, according to coindesk A massive structural shift is underway as major public Bitcoin mining companies are aggressively liquidating their Bitcoin reserves to fund transitions into High-Performance Computing (HPC) and Artificial Intelligence (AI) data centers. Public miners sold a record 32,000+ BTC in Q1 2026 alone, driven by unsustainable post-halving mining economics and skyrocketing Wall Street valuations for AI infrastructure.

But I actually curious, did this are making the mining world end, I also remember when Bitmain created Sophon as AI chip back couple years ago

The only working solutions I've seen are from Huawei (the Ascend series), which is used by DeepSeek in China.
But I'm sure there are plenty of ways to make chips cheaper and more accessible in this area, unlike Nvidia's very expensive solutions. It is quite possible that Bitmain will make ASICs for AI.

[joniboini]

But I actually curious, did this are making the mining world end, I also remember when Bitmain created Sophon as AI chip back couple years ago

I find it unlikely. Even if the pie gets smaller there'll be someone who have access to cheap electricity and whatnot. Hard to believe they will leave soon when the mining reward hasn't been emptied yet. Not to mention bigger players are also in the market now. I doubt they'll let the opportunity slip if a company exit the market and makes mining profitable for them.

[FP91G]

MIT Finds 95% Of GenAI Pilots Fail Because Companies Avoid Friction
link

While this isn't new research, I can predict that many AI-related companies will go bankrupt in the coming years, making expensive data centers unnecessary. Many clients prefer to run models locally for security reasons and don't need expensive data centers. Newer models will require more and more computing resources, which will become very expensive.

[joker_josue]

MIT Finds 95% Of GenAI Pilots Fail Because Companies Avoid Friction
link

While this isn't new research, I can predict that many AI-related companies will go bankrupt in the coming years, making expensive data centers unnecessary. Many clients prefer to run models locally for security reasons and don't need expensive data centers. Newer models will require more and more computing resources, which will become very expensive.

This will be a new bubble, similar to what happened in the 2000s with the dot-com bubble.

The market neither has the capacity nor the need to support so many companies involved in AI. Even companies that previously had nothing to do with it are now dedicating a significant amount of their time to it.

I believe that only 2 or 3 large models will remain, and then some more specialized models in certain areas. The rest will collapse...