TeraWulf Stock Surges 7.3% as Bitcoin Soars Past $92K in AI Revolution

TeraWulf (WULF) Rises 7.3% After Bitcoin Surpasses $92K

TeraWulf (WULF) experienced a significant increase of 7.3% following Bitcoin's rise above $92,000, which has positively influenced the sentiment among miners. This surge highlights the close correlation between TeraWulf's market perception and Bitcoin price fluctuations, despite the company's efforts to diversify beyond crypto mining.

The recent rally in Bitcoin's price has prompted discussions about TeraWulf's investment narrative, particularly its shift towards AI and high-performance computing (HPC) data centers. The company is navigating a high capital requirement and ongoing losses while aiming to convert its focus into sustainable cash flows.

"The recent Fluidstack alliance, supported by Google with leasing commitments of approximately $1.3 billion, underscores TeraWulf's shift away from pure crypto engagement," the report states.

According to TeraWulf's projections, the company anticipates revenues of $920.8 million and a profit of $157.9 million by 2028. The fair value estimate for TeraWulf stands at $21.44, indicating a potential upside of 52% from its current price.

In summary, TeraWulf's stock performance is closely tied to Bitcoin's price movements, and the company is working to establish a more stable revenue stream through its AI initiatives.

Is Bitcoin Mining Still Profitable?

The profitability of Bitcoin mining is under scrutiny as the industry faces challenges. Bitcoin mining is resource-intensive and requires significant energy, raising questions about its sustainability and economic viability. The current market dynamics suggest that while some miners may benefit, others may struggle to maintain profitability.

Experts indicate that mining is more viable for those with access to their own energy sources, as reliance on grid electricity can diminish returns. The profitability of mining operations is heavily influenced by energy costs and Bitcoin's market price.

In conclusion, Bitcoin mining remains a polarizing topic, with profitability largely dependent on individual circumstances and market conditions.

HIVE Digital Technologies Expands into Paraguay

HIVE Digital Technologies has announced its entry into Paraguay, aiming to establish one of the first cloud platforms specifically designed for artificial intelligence (AI) in collaboration with the country's largest telecommunications provider. This initiative will be hosted in a Tier-III data center in Asunción, which is expected to play a crucial role in the region's technological development.

The planned platform will utilize GPU-based computing power for applications such as AI training and data-intensive calculations. HIVE's strategy includes leveraging Paraguay's abundant hydropower resources to ensure sustainable operations, which is a significant advantage in the energy-intensive AI sector.

In summary, HIVE's expansion into Paraguay represents a strategic shift from Bitcoin mining to AI infrastructure, capitalizing on local energy resources and technological partnerships.

Bitdeer Surpasses MARA as Largest Bitcoin Miner by Total Hashrate

Bitdeer Technologies Group has overtaken MARA Holdings to become the largest Bitcoin miner globally, measured by total hashrate. This shift reflects broader trends in the mining industry, with Bitdeer leveraging its proprietary SEALMINER rigs and investments in AI and high-performance computing.

As of December 2025, Bitdeer reported a hashrate capacity of 71 EH/s, marking an 18% increase from the previous month and a staggering 229% year-over-year growth. Unlike MARA, which retains most of its mined Bitcoin, Bitdeer actively sells its coins to fund its expansion.

In conclusion, Bitdeer's rise to prominence in the Bitcoin mining sector underscores the evolving landscape of cryptocurrency mining and the strategic shifts companies are making to adapt to market demands.

IREN's Positive Market Developments

Iris Energy (IREN) is making significant strides in its $9.7 billion deal with Microsoft, securing capital to install 76,000 NVIDIA GPUs and transition from Bitcoin mining to AI cloud services. The stock surged by 9.3% to $50.33, reflecting investor confidence in the company's progress.

IREN's recent quarterly report indicated a total revenue of $240.3 million, a remarkable 355% increase year-over-year, driven by the ramp-up of AI services alongside its profitable mining operations. The company is well-positioned to meet its revenue forecast of $3.4 billion by the end of 2026.

In summary, IREN's transition from mining to AI cloud services is gaining momentum, supported by strong financial performance and strategic partnerships.

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