Analysis: Bitcoin mining companies pivot to AI infrastructure, continue to outperform Bitcoin

CoinFeed July 8 news, according to BIT analysis, recently AI-related stocks such as semiconductors and memory chips have experienced a round of valuation re-pricing, with stock prices pulling back. However, in comparison, Bitcoin mining companies' performance has significantly outperformed Bitcoin. In fact, from the beginning of 2025, Bitcoin mining stocks have risen 167%, while Bitcoin fell 35% over the same period. This divergence began in the third quarter and now appears to be more of a structural change than short-term fluctuation. As mining companies gradually transform into AI infrastructure providers, the market is also beginning to re-evaluate these companies with different valuation logic. If this round of AI sector pullback stabilizes, some Bitcoin mining companies may still be worth watching.