JPMorgan reports a surge in investor interest in the Bitcoin mining industry following Core Scientific's AI deal with CoreWeave. This agreement highlights the value of mining facilities and power access. Since the announcement, the market cap of 14 tracked miners has increased by 22%. The report singles out Iris Energy as well-positioned to benefit from the growing HPC/AI sector. Riot Platforms remains focused on Bitcoin mining, while Marathon Digital and CleanSpark are noted for higher enterprise power costs.

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