AI Meets Atomic: Meta’s Nuclear Deal Energizes Bitcoin Mining Sector

Bitcoin Miners Get a Boost as Meta’s Nuclear-Powered AI Strategy Signals New Demand Frontier

Bitcoin miners caught a tailwind Tuesday, lifted not only by a modest gain in crypto markets but also by growing signs that AI’s hunger for energy could create new opportunities for the sector.

Bitcoin (BTC) hovered near record highs at $104,606.09, but recent price action alone hasn’t translated into sustained gains for mining firms. Instead, a new narrative is taking shape—one rooted in infrastructure.

Meta (META) unveiled a 20-year deal to source 1.1 gigawatts of electricity from a nuclear power plant, a move aimed at powering its expansive AI workloads. The long-term commitment highlights a strategic shift among tech giants toward securing reliable, scalable energy to meet surging compute demands.

This development appears to have sparked renewed interest in mining stocks, particularly those exploring or expanding into AI-related services. Shares of Marathon Digital (MARA), Riot Platforms (RIOT), Hut 8 (HUT), Core Scientific (CORZ), and CleanSpark (CLSK) all rallied between 7% and 8% by late U.S. trading.

AI cloud provider CoreWeave (CRWV) surged 23% to a new high, bringing its post-IPO gain to more than 270% since March.

Meanwhile, Bitcoin rose 1.8% in the last 24 hours to $106,200. The CoinDesk 20 Index climbed 2.8%, supported by strong performances from Solana (SOL), Uniswap (UNI), and Aave (AAVE), each up around 5–6%.

Crypto-exposed equities also saw green: Coinbase (COIN) gained 4.6%, and MicroStrategy (MSTR) rose 4.2%.

Traditional markets closed higher, with the Nasdaq up 0.8% and the S&P 500 advancing 0.6%, capping a day that reinforced the growing convergence between crypto, AI, and energy.