The real ‘supercycle’ isn’t crypto, it’s AI infrastructure: Analyst

Feb 12, 2026 - 09:15
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The real ‘supercycle’ isn’t crypto, it’s AI infrastructure: Analyst

The real ‘supercycle’ isn’t crypto, it’s AI infrastructure: Analyst

AI data center spending is eclipsing crypto’s hoped-for supercycle as Bitcoin miners shift capital toward high-performance computing infrastructure.

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