Meta and Microsoft plan to significantly increase AI spending in 2026, potentially benefiting Bitcoin miners

GateNews
BTC0,79%

Foresight News reports that, according to CoinDesk, Meta and Microsoft both signaled increased AI investment in their Q4 earnings reports, which could benefit Bitcoin mining companies that have transitioned to AI infrastructure. Meta expects capital expenditures to be between $115 billion and $135 billion in 2026, higher than the market consensus of $110 billion. Microsoft CEO Satya Nadella stated that Microsoft’s AI business has surpassed some of its core operations. Facing profit pressure from Bitcoin halving, increased competition, and rising energy costs, mining companies have begun shifting data centers to hosting AI and cloud computing machines. Iren (formerly Iris Energy) has signed a multi-year cloud service contract with Microsoft, while Cipher Mining (CIFR) has signed an agreement with Amazon to provide 300 MW of power capacity for AWS. Additionally, companies like Hut 8 (HUT) are accelerating their transformation. As a result, Iren’s stock price rose 4.9% on Wednesday, with a total increase of 47% since 2026, and Cipher Mining has gained 17% year-to-date.

Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to Disclaimer.

Related Articles

Grayscale Research Head: Bitcoin Rally Above $76K Could Signal Start of Bull Market Phase One

Grayscale research head Zach Pandl analyzes Bitcoin's rebound from a February low, using the realized price metric to show recent buyers at breakeven and hint at an early bull phase, with a reported bottom around $65k-$70k. Grayscale’s Pandl: Bitcoin hit ~63k in Feb, rose to ~76k; realized price ~74k shows recent buyers breakeven, hinting at early bull phase and a bottom around 65-70k.

GateNews1h ago

Scammers Impersonating Iranian Officials Demand Bitcoin and USDT from Ships in Strait of Hormuz

Gate News message, April 21 — Scammers posing as Iranian officials are demanding Bitcoin (BTC) and Tether (USDT) as transit fees from ships in the Strait of Hormuz, according to a warning from MARISKS, a Greece-based maritime risk management firm. The scheme falsely promises "safe transit

GateNews1h ago

Bitcoin, Ethereum and Solana ETFs Record Positive Net Inflows on April 21

Gate News message, according to the April 21 update, Bitcoin ETFs recorded a 1-day net inflow of 3,599 BTC (approximately $272.59 million) and a 7-day net inflow of 18,914 BTC (approximately $1.43 billion). Ethereum ETFs showed a 1-day net inflow of 34,380 ETH (approximately $79.25 million) and a 7-

GateNews1h ago

Fidelity and Capital Group Become Strive's Two Largest Shareholders

Gate News message, April 21 — Fidelity and Capital Group have become the two largest shareholders of Strive, a Bitcoin treasury company, according to CEO Cole Macro. The two firms collectively hold ASST shares valued at approximately $152.8 million, as confirmed by the company's latest

GateNews1h ago

Charles Schwab to Launch Bitcoin and Ethereum Trading, Releases Educational Content on BTC

Charles Schwab plans to expand into crypto, offering Bitcoin education and direct BTC/ETH trading, allowing customers to buy Bitcoin in accounts; analysts call it a major mainstreaming moment. Schwab announces an expansion into cryptocurrency with Bitcoin education and direct BTC/ETH trading, enabling clients to hold Bitcoin in their accounts; analysts view this as a turning point toward mainstream adoption.

GateNews1h ago

U.S. Indo-Pacific Commander Highlights Bitcoin's Potential as 'Computer Science Tool'

Gate News message, April 21 — Admiral Samuel Paparo, commander of U.S. Indo-Pacific Command, testified before the Senate that Bitcoin demonstrates significant potential as a computer science tool and holds value as an instrument of power projection. Paparo stated that Bitcoin is a tangible reality w

GateNews2h ago
Comment
0/400
No comments