バーンスタインの報告によると、電力網のボトルネックや許認可の課題が深刻化する中、ビットコインマイナーがAIワークロードに向けた電力供給とデータセンター容量の提供において優位な立場にある。
バーンスタインは、ビットコインマイニング企業が既存のインフラを活用し、急増するAI計算能力への需要に応えられる体制にあることを強調した。同社は、電力網の制約や新規プロジェクトに対する許認可プロセスの厳格化といった課題が、むしろ電力供給やデータセンター容量という面で彼らの強みにつながっていると指摘している。
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On March 4, 2026, leading tech firms including Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI signed the non-binding Ratepayer Protection Pledge at the White House, committing to fund new power generation and infrastructure for AI data centers to shield consumers from rising electricity bills. President Trump hailed it as a 'historic win,' but critics question its enforceability amid growing environmental and economic concerns.
At NEARCON 2026, Bitwise CEO Hunter Horsley portrayed artificial intelligence as an unstoppable driver for blockchain adoption. Haun Ventures partner Diogo Monica countered that AI agents might rely on existing payment systems. The discussion highlighted both optimism and caution regarding crypto's role in an AI-driven future.
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Nearly half of planned US data centers for this year risk delays or cancellation due to import issues from China, exacerbated by tariffs. Community opposition is fueling moratoriums, with Maine poised to halt new construction until 2027. These hurdles challenge President Trump's push for rapid AI infrastructure buildout.
Chinese authorities have issued new emission rules targeting strategic sectors including AI data centres to meet 2030 climate goals. The move comes amid the Iran war heightening energy security needs. The rules also call for greener digital infrastructure.
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Illia Polosukhin, co-founder of NEAR, predicts that AI agents will serve as the main users of blockchain technology. He envisions AI acting as the front-end interface for online activities, including crypto, while blockchain operates as the back-end infrastructure. This perspective suggests a shift where humans interact primarily through AI, abstracting complex blockchain elements like wallets and transaction hashes.