Meta and Microsoft Boost AI Spending, Bitcoin Miners See Gains

TLDR

• Meta and Microsoft are significantly increasing their investments in AI, making it a central part of their growth strategies for 2026.
• Bitcoin mining companies are adapting to AI infrastructure, leveraging their data centers to support AI workloads and diversify their revenue streams.
• Microsoft’s CEO, Satya Nadella, highlighted that AI is a core business focus, with the company’s AI segment growing larger than some of its traditional franchises.
• Meta is forecasting capital spending of $115-$135 billion for 2026, focusing heavily on AI investments to support long-term growth.
• Bitcoin miners like Iren and Hut 8 are securing contracts with major tech companies such as Microsoft and Amazon to deliver infrastructure for AI operations.

In 2025, companies in the bitcoin mining sector that shifted their business models to cater to AI infrastructure saw substantial gains. These companies continued to profit as big tech firms, like Meta and Microsoft, increased their AI investments. As AI spending continues to grow, miners are finding new ways to diversify their income, relying on data centers to support AI workloads.

Microsoft Pushes AI at the Core of Its Business

Microsoft has heavily invested in artificial intelligence, positioning it as a key growth driver for 2026. According to Microsoft CEO Satya Nadella, the company is only in the early stages of AI adoption. “We are pushing the frontier across our entire AI stack to drive new value for our customers and partners,” Nadella said.

The tech giant’s AI business is already larger than some of its traditional franchises, signaling a major shift toward AI. Microsoft’s continued AI expansion is expected to lead to even higher demand for computing power, which benefits miners who can offer the infrastructure needed for AI workloads. Microsoft’s significant investments are likely to further increase demand for cloud services in the AI space, presenting bitcoin miners with more opportunities to monetize their data centers.

Meta’s Big AI Push and Its Impact on Bitcoin Miners

Meta has also committed substantial resources to AI, forecasting capital spending of $115-$135 billion for 2026. This capital expenditure is expected to help Meta grow its AI capabilities and support its long-term strategy. Meta’s push into AI directly benefits miners who supply the necessary infrastructure for AI workloads.

Bitcoin mining companies like Iren and Hut 8 are now tapping into AI growth by offering their data center capacity to tech giants. In late 2025, Iren secured a multi-year cloud services contract with Microsoft to host AI workloads. Similarly, Hut 8 continues to pivot towards high-performance computing, enabling it to serve both AI and traditional cryptocurrency mining needs.

Bitcoin Miners Reap Benefits of AI Pivot

As bitcoin miners face profit pressure from the halving event, they are increasingly turning to AI infrastructure to stay afloat. These miners have been able to leverage their computing power, which was once used primarily for cryptocurrency mining, to support AI companies. Companies like Cipher Mining, which signed a deal with Amazon to deliver 300 megawatts of capacity to Amazon Web Services, are benefiting from AI-related growth.

These shifts have allowed miners to diversify their revenue streams, reducing their reliance on bitcoin mining. By securing contracts with major players in the tech industry, miners are capitalizing on the booming AI market. For example, Iren’s stock rose by 47% at the start of 2026, continuing its upward trajectory from 2025, thanks to its move into AI infrastructure.

Nvidia’s upcoming report on February 25, 2026, will further provide insight into the sustainability of this AI and cloud-computing optimism. With both Meta and Microsoft doubling down on AI, bitcoin miners are likely to remain at the heart of this technological revolution.

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