TheBitCast

When power becomes the prize

Podcast: The Living Market Podcast · IG Wealth Management

Opublikowano: 2026-10-15

Bitcoin miners spent years securing land, substations and access to massive quantities of power, and now AI companies want it. Ashish Utarid, Assistant Vice-President, Investment Strategy at IG Wealth Management, breaks down how publicly traded mining companies are redirecting their infrastructure toward AI computing workloads, why the value of power is changing, and what it means for investors watching the next phase of the AI investment cycle.