Core Scientific’s 75% return on AI deal isn’t the template for bitcoin miners, Bernstein says
Covered by 2 sources · 2 articles
2 outlets - including Cryptobriefing and Theblock - are covering this story. Core Scientific's unique AI deal highlights the importance of strategic partnerships and infrastructure readiness in maximizing returns for miners. The post Core Scientific’s 75% AI deal return seen as outlier by Bernstein, dwarfing rival m…
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Core Scientific’s 75% AI deal return seen as outlier by Bernstein, dwarfing rival miners
Core Scientific's unique AI deal highlights the importance of strategic partnerships and infrastructure readiness in maximizing returns for miners. The post Core Scientific’s 75% AI deal return seen as outlier by Bernstein, dwarfing rival m…
Core Scientific’s 75% return on AI deal isn’t the template for bitcoin miners, Bernstein says
Bernstein pegs TeraWulf at 5% and Cipher at 4% stabilized ROA, calling Core Scientific's 75% figure a capex-advantaged outlier.