‘Follow the gigawatts’: Bernstein sees upside in several bitcoin miners amid $90 billion in AI data center deals

mai 19, 2026

Bernstein sees bitcoin miners benefiting from $90B in AI deals, with Outperform ratings on IREN, Riot, CleanSpark, and Core Scientific.

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‘Follow the gigawatts’: Bernstein sees upside in several bitcoin miners amid $90 billion in AI data center deals

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