Core Scientific is noted as shifting into AI infrastructure while a report forecasts mining revenue dropping sharply; these facts pull opposite ways so the outlook stays unchanged.
Core Scientific is named as one of several miners moving into AI infrastructure, which could replace lost Bitcoin income. The piece also cites a report that mining revenue may shrink to under 20% for firms with AI contracts. Those two facts pull in different directions, so the story does not change how we read Core Scientific today.
The article lists MARA as providing AI infrastructure and also cites a report projecting a big drop in mining revenue share, leaving MARA's outlook unchanged.
Riot appears among miners moving into AI work, but the same story warns mining revenue could fall a lot for firms with AI contracts, so the story does not change Riot's outlook.
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