AI Versus Bitcoin: Who Gets the Electricity When Power Is Scarce? AI data centres and Bitcoin miners increasingly want the same thing: Electricity. But the real competition is not just for kilowatt-hours. It is for: • grid connections • substations • transformers • transmission capacity • firm generation • strategically located land AI generally wants dense, reliable, always-on power. Bitcoin mining is different. Miners can often shut down within seconds when prices spike or the grid is stressed. That creates an unusual economic split: AI may outbid Bitcoin for premium firm power. Bitcoin may become more valuable where electricity is stranded, intermittent or needs flexible demand. Our new DN Alpha Thesis introduces the Power Scarcity Allocation Index to measure which compute workloads are most likely to retain access when grids tighten. The deeper question is becoming: Who gets the electrons when there are not enough to go around? Read the full analysis: https://t.co/jhzCCRAbf7 #AI #Bitcoin #Energy #DataCenters #BitcoinMining #Electricity #GridInfrastructure #AIInfrastructure #DecentralisedNews
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