Based on a research report issued by Sinolink Securities, cryptocurrency mining firms, capitalizing on their access to inexpensive electricity and significant approved power allocations, are stepping onto the scene as emerging contenders in the AI data center industry. At present, the majority of cryptocurrency mining facilities are gearing up to transform into AI data centers, though their approaches and stages of transition differ. It's prudent to zero in on companies that are proactively making this shift, have well-defined plans for expanding their AI computing capabilities, and enjoy a dependable power supply. Additionally, these companies should present a favorable investment opportunity, with their combined market capitalization and the present value of contracts offering a potential discount compared to their current share prices.
