Many U.S. public Bitcoin miners are transitioning from traditional Bitcoin mining to long-term AI and high-performance computing (HPC) datacenter hosting agreements. According to NS3.AI, this shift is partly financed by the sale of over 15,000 BTC. The article highlights a contrast between the estimated $87,000 average cost to mine a Bitcoin and the current spot price of around $70,000. Despite this, some operations continue to mine profitably due to lower costs. The author suggests that miners are moving away from long-term Bitcoin exposure to embrace the capital-intensive risk of AI infrastructure, which may not yield favorable long-term returns.