💥 Dan Loeb’s Third Point disclosed a 54,000-share position in Core Scientific in its Q2 2026 13F filing.
The investment is notable because Core Scientific is part of a broader shift among Bitcoin miners toward AI and high-performance computing (HPC). Their existing power capacity and data-center infrastructure can potentially be repurposed to serve AI workloads, giving investors exposure to a business model beyond Bitcoin mining.
Third Point’s filing also shows a much larger 1.315 million-share position in Hut 8, another Bitcoin miner pursuing AI infrastructure opportunities.
Third Point is taking equity exposure to companies whose infrastructure may benefit from growing demand for AI compute.
The bigger question is whether AI can create a more durable and less BTC-price-dependent business model for miners.
#BitcoinMining #AI #CoreScientific #HPC
#ThuyBNB
$BTC $BNB $NEAR
The investment is notable because Core Scientific is part of a broader shift among Bitcoin miners toward AI and high-performance computing (HPC). Their existing power capacity and data-center infrastructure can potentially be repurposed to serve AI workloads, giving investors exposure to a business model beyond Bitcoin mining.
Third Point’s filing also shows a much larger 1.315 million-share position in Hut 8, another Bitcoin miner pursuing AI infrastructure opportunities.
Third Point is taking equity exposure to companies whose infrastructure may benefit from growing demand for AI compute.
The bigger question is whether AI can create a more durable and less BTC-price-dependent business model for miners.
#BitcoinMining #AI #CoreScientific #HPC
#ThuyBNB
$BTC $BNB $NEAR
