Guojin Securities: Overseas crypto mining farms are transforming into AI computing centers

Jinse Finance reported that a research report by Guojin Securities stated that crypto mining companies, due to their access to low electricity prices and large amounts of approved power capacity, have become new entrants in the AI data center sector. Currently, most crypto mining farms are preparing to transition into AI data centers, but their transformation strategies and progress vary. It is recommended to pay attention to companies that are more proactive in transitioning to AI data centers, have clear plans for expanding AI computing power and power supply guarantees, and whose combined market value of held tokens, equity, and current contract value is at a discount compared to the current stock price.