Los mineros de Bitcoin que utilizan la IA como plan de escape del mercado bajista acaban de tener un nuevo rival en Elon Musk
Burns Brief
SpaceX de Elon Musk ha convertido uno de los grupos de inteligencia artificial más grandes del mundo en un producto informático comercial, creando un nuevo desafío para los mineros de Bitcoin que compiten por reformularse... Los participantes del mercado están sopesando cuidadosamente las implicaciones, y el resultado probablemente dependerá de condiciones macroeconómicas y de volumen más amplios. Esté atento a la reacción de $BTC $ETH $NEAR: un movimiento decisivo por encima o por debajo de niveles clave confirmará la próxima tendencia.
Elon Musk’s SpaceX has turned one of the world’s largest artificial intelligence clusters into a commercial compute product, creating a new challenge for Bitcoin miners racing to recast themselves as AI infrastructure companies. Anthropic said it reached a deal to use the full computing power of SpaceX’s Colossus 1 facility in Memphis, Tennessee, giving the Claude maker more than 220,000 Nvidia processors and 300 megawatts of new capacity within a month. The added capacity helped Anthropic double Claude Code rate limits for paid plans, remove peak-hour usage caps for Pro and Max accounts, and sharply increase developer request volume for its Claude Opus models. The agreement gives SpaceX a marquee AI customer as it tries to show investors that its infrastructure ambitions extend beyond rockets and satellites. It also lands directly in the market Bitcoin miners have been trying to enter: the race to secure power for data centers for AI firms that need electricity faster than the grid can deliver it. For miners, the problem is no longer only Bitcoin’s price, network difficulty, or the next halving. The new question is whether they can compete with technology giants, neoclouds, and Musk-linked infrastructure platforms in the race to convert electricity into AI revenue. Miners move toward compute Bitcoin miners have spent the past year arguing that their future will be shaped less by block rewards and more by powered sites, long-term leases, and AI compute demand. That shift accelerated after the 2024 Bitcoin halving, which cut the block subsidy paid to miners and tightened an already difficult margin structure. CoinShares said the fourth quarter of 2025 was the most difficult period for miners since the halving, as Bitcoin’s price correction and near-record hashrate pushed hashprice to five-year lows. The firm said hash price fell further in the first quarter to about $29 per petahash per second per day, extending pressure on operators with older machines and higher po
Key Takeaways
- The agreement gives SpaceX a marquee AI customer as it tries to show investors that its infrastructure ambitions extend beyond rockets and satellites
- It also lands directly in the market Bitcoin miners have been trying to enter: the race to secure power for data centers for AI firms that need electricity faster than the grid can deliver it
- For miners, the problem is no longer only Bitcoin’s price, network difficulty, or the next halving
- The new question is whether they can compete with technology giants, neoclouds, and Musk-linked infrastructure platforms in the race to convert electricity into AI revenue
- Miners move toward compute Bitcoin miners have spent the past year arguing that their future will be shaped less by block rewards and more by powered sites, long-term leases, and AI compute demand