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Miners stop mining and switch to AI! Riot signs a big deal with Anthropic, is BTC $63,591 stable? Riot Platforms signed a long-term data center lease with AI giant Anthropic, accelerating BTC mining companies' transformation to AI computing power. In simple terms, Riot Platforms, a BTC mining company, just landed a major client—Anthropic, signing a long-term data center lease contract. The core logic here is straightforward: mining rewards alone are no longer enough; miners must find new revenue streams. AI computing demand is exploding right now, and mining companies happen to have ready power infrastructure and data center resources, making it a perfect match. Riot isn't the first to do this, but partnering with a leading AI company like Anthropic shows that mining companies' AI transformation is not just talk, but real money being invested. Market impact In the short term, this gives BTC mining stocks a strong boost. Stocks like RIOT, MARA, CLSK have been looking for catalysts, and the AI computing narrative fits perfectly. Capital will revalue mining companies—you’re no longer just a coin miner, you’re an AI infrastructure provider, with a completely different valuation logic. In the medium term, the entire mining industry landscape will change. Pure mining companies will be abandoned by the market; only those that can transform into HPC and AI computing power providers will have premium potential. This is also good for BTC itself, as diversified mining company revenues mean less selling pressure, no need to sell coins daily to pay electricity bills. My judgment Honestly, I’m optimistic about this direction. BTC is currently at $63,591, down 0.59% in 24h, but this level will be supported by the mining companies’ transformation benefits. ETH is at $1,882.2, up 0.49% against the trend, indicating market sentiment isn’t that bad. Mining companies going AI is a solid revenue story, not just hype. BTC holding above $63,000 in the short term is not a big issue. #AIInfraEarningsWatch #CPIToResetFedBets #AIInfraFundingDiverges