Public Bitcoin miners' hashrate falls 21.2% as AI revenue gains ground

Publicly traded Bitcoin miners in the survey reduced operating capacity faster than the broader Bitcoin network as some companies shifted further toward AI and high-performance computing businesses. Combined realized hashrate fell from 368.3 EH/s in the fourth quarter of 2025 to 319.0 EH/s in the second quarter of 2026, a 13.4% decline over six months, versus a 10.6% drop in Bitcoin's average quarterly network hashrate over the same period. Excluding Bitdeer, the miners' hashrate fell 21.2%. The shift reflects a push toward steadier revenue streams than Bitcoin mining alone, whose profitability depends on Bitcoin prices, network difficulty, and energy costs. Core Scientific reported $136.7 million in second-quarter hosting revenue, about five times its $27.5 million in Bitcoin mining revenue and 83% of quarterly revenue, while TeraWulf posted $31.9 million in HPC leasing revenue, or 71% of total revenue, above its $12.8 million in Bitcoin mining revenue. Bitdeer was the outlier, with realized hashrate rising 44% from the fourth quarter of 2025 to 63.0 EH/s; in June, its self-mining hashrate was 73 EH/s and joint-mining hashrate was 15.9 EH/s, producing 990 Bitcoin that month, up 388% year on year. Cango's realized hashrate dropped from 44.8 EH/s in the fourth quarter of 2025 to an estimated 16.5 EH/s in the second quarter of 2026, down 63% in six months, while Keel Infrastructure completed the retirement of its U.S. Bitcoin mining operations and is shifting to data center construction as it phases down its Canadian mining business.

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