Public companies now hold more than 1.2 million Bitcoin — nearly 6% of the total supply — and that number is still climbing. Goldman Sachs projects U.S. data center power demand will hit 66 gigawatts in 2027, more than double its 2025 level, as AI infrastructure construction accelerates at a pace the grid was never built to handle.
Bitcoin miners and AI hyperscalers are now bidding for the same megawatts, in the same substations, on the same ti…
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