Capital Rotation: Global grid interconnection queues have made energization the rarest commodity in tech. Repurposing mining megawatts for AI inference and training yields up to 4-5x higher revenue per megawatt.
1. Economic Reality
Bitcoin mining generates ~$70k-$90k/MW monthly, whereas high-density AI hosting contracts (Tier III specification) generate upwards of $300k-$420k/MW under guaranteed 3-5 year enterprise service level agreements.