Bitcoin Miners Rally as Meta’s AI-Nuclear Deal Sparks Energy Infrastructure Buzz
Bitcoin miners found renewed strength on Tuesday, buoyed by both a modest bump in BTC and a powerful signal from the AI sector: energy is the new battleground.
Bitcoin (BTC) traded near record highs at $104,606, yet that hasn’t been enough to revive beaten-down mining stocks—until now. The real catalyst may be coming from an unlikely source: Big Tech’s appetite for nuclear energy.
Meta (META) announced a sweeping 20-year agreement to secure 1.1 gigawatts of power from a nuclear facility, aimed at feeding its AI ambitions. The move underscores a trend that’s hard to ignore—AI is not only rewriting the rules of computing, it’s reshaping demand for reliable, high-capacity energy infrastructure.
Crypto miners, some of which have pivoted to AI-related workloads, were quick to benefit. Shares of Marathon Digital (MARA), Riot Platforms (RIOT), Hut 8 (HUT), Core Scientific (CORZ), and CleanSpark (CLSK) all jumped 7% to 8% in late trading.
Meanwhile, CoreWeave (CRWV)—a pure-play AI compute provider—soared 23% to a new all-time high. The stock is now up over 270% since going public in March, reflecting explosive investor interest in AI infrastructure plays.
In the digital asset market, Bitcoin rose 1.8% to $106,200 over the past 24 hours. The CoinDesk 20 Index gained 2.8%, led by names like Solana (SOL), Uniswap (UNI), and Aave (AAVE), which were each up roughly 5%–6%.
Crypto-adjacent stocks joined the rally: Coinbase (COIN) rose 4.6%, while MicroStrategy (MSTR) advanced 4.2%.
Broader equity markets also posted gains, with the Nasdaq up 0.8% and the S&P 500 adding 0.6%—rounding out a bullish day fueled by AI momentum and energy-sector optimism.
