A record $38 billion contract for data centers linked to Oracle sent shares of AI miners surging in premarket trading. This mega-deal, announced at the end of October 2025, reveals a major trend: artificial intelligence is reshaping infrastructure needs, and crypto is benefiting from it. But what are the real issues behind this unexpected alliance?
In brief
- Record $38 billion contract for AI-linked data centers by Oracle propels crypto miner shares into pre-market trading.
- Artificial intelligence is creating unprecedented demand for infrastructure, providing miners with a new, stable source of income.
- This partnership marks the start of a strategic alliance between AI and crypto, redefining investment opportunities for 2026.
AI, the new driver of demand for crypto infrastructure
Artificial intelligence needs computing power, and crypto miners have it in spades. Oracle's $38 billion contract, which aims to finance giant data centers, illustrates this convergence. Indeed, companies like Core Scientific or Marathon Digital, traditionally focused on bitcoin mining, are seeing their shares soar thanks to their ability to rent their infrastructure for AI-related tasks.
The numbers speak for themselves: a 15-20% rise in AI miner shares in pre-market. This growing demand for GPUs and ASICs, once reserved for mining, shows that AI is becoming an economic pillar for the sector. Data centers, once perceived as costs, are transforming into strategic assets.
Experts agree that this trend is just the beginning. With the $38 billion from Oracle contractAI, with its exponential computing needs, could well become the main client of crypto infrastructures by 2026.
Crypto and AI: a risky but lucrative alliance
The alliance between crypto and AI offers unprecedented opportunities, but it is not without risks. Traditional miners, such as Marathon Digital or Riot Blockchain, are diversifying their activities by offering computing services for AI. This transition allows them to secure recurring income, regardless of fluctuations in bitcoin and the crypto market.
However, this dependence on technological giants like Oracle or Microsoft raises questions. Small players could find themselves marginalized, reduced to the role of subcontractors in an ecosystem dominated by a few behemoths. Regulation is another challenge: data centers, which consume energy, are increasingly scrutinized by legislators, particularly in Europe.
Finally, volatility remains a major risk. AI miner stocks have already experienced precipitous falls, such as in 2022. So, is the current rebound sustainable, or just a speculative bubble?
How to invest in the AI-crypto wave? Strategies for 2026
Investing in the alliance between AI and crypto requires a thoughtful strategy. Several options are available to investors: AI miners like Marathon Digital ($MARA) or Core Scientific ($CORZ), AI-related tokens like Render ($RNDR) or Fetch.ai ($FET), or even thematic ETFs that combine these two sectors.
For a long-term approach, focusing on decentralized infrastructures seems wise. Crypto data centers, capable of providing computing power for AI, could become essential assets. In the short term, trading announcements of partnerships between crypto players and AI companies can prove lucrative, as the market reaction after Oracle's announcement showed.
However, caution is still required and investors should definitely do their own research before taking the plunge.
Oracle's contract marks a turning point in the relationship between AI and crypto. This alliance, while promising, raises questions about sustainability and the balance of power in this new ecosystem. One thing is certain: artificial intelligence is redefining the rules of the game, and crypto could be one of the big beneficiaries.
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