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Just For You
These 3 Bitcoin Miner Stocks Are Riding the AI Data Center BoomAuthored by Dan Schmidt. Originally Published: 6/22/2026. 
Key Points
- Hut 8, TeraWulf, and Core Scientific have each gained more than 90% year-to-date by converting Bitcoin mining facilities into AI data centers with long-term triple-net leases.
- Core Scientific stands out as the most attractive option, already collecting rent from CoreWeave, trading at just 25 times sales, and planning to wind down Bitcoin mining by end of 2026.
- TeraWulf and Hut 8 carry elevated risk due to high valuation multiples, Bitcoin-related losses, and data center revenues that remain largely unrealized future income streams.
- Special Report: Missed Nvidia’s 44,000%? This is the next big opportunity
"A rising tide lifts all boats" is a familiar piece of market jargon, and it’s easy to see why it endures during rallies like the AI gold rush. Everyone seems to want a piece of the data center business these days, including some former Bitcoin miners that are strategically pivoting to the next big theme. Three companies stand out in particular: Hut 8 Corp. (NASDAQ: HUT), TeraWulf Inc. (NASDAQ: WULF), and Core Scientific Inc. (NASDAQ: CORZ). Each has seen its stock soar more than 100% year-to-date (YTD), but are those gains grounded in future cash flows or simply hype from a transcendent rally? Pivoting From Bitcoin Miner to Data Center LandlordAll three companies share characteristics that appeal to AI hyperscalers. As former Bitcoin miners, they already own large facilities with scalable, grid-connected power. To tap into the AI rush, these companies have refurbished those sites into data center shells capable of supporting high-density GPU racks. Once the conversion is complete, they seek tenants that bring in their own racks and build out the AI cloud infrastructure.
The landlord comparison works because of the types of deals these companies are signing with tenants. The agreements are typically triple-net and take-or-pay, meaning the tenants are responsible for taxes, insurance, and maintenance, and pay 100% of their bill whether they use all the capacity or not. The shift from Bitcoin mining to data center landlordship changes how these companies generate income. Instead of relying on volatile, commodity-linked revenue streams like mining, they can now point to dependable, recurring revenue through decade-long lease contracts. The transition was also relatively natural, since Bitcoin mining and data center operations require many of the same skills and inputs, such as a constant power supply, a strong foundation, and experience running dense computer labs. 3 Stocks Capitalizing on Data Center Energy DemandHut 8, TeraWulf, and Core Scientific haven’t simply ridden the coattails of the AI rally; they’re active participants with REIT-style contracts. But each company is tied to different counterparties and timelines, and the Bitcoin overhang remains. A deeper look at the numbers is necessary before committing any investment capital to these names. Hut 8 Corp: High Value Contracts But Revenue Realization Still Far OutHut 8 has generated some of the biggest headlines this year for its data center buildout, including a $4.25 billion senior secured note offering for its Beacon Point property in Texas. The Beacon Point data center is expected to provide up to 1,000 megawatts (MW) of capacity, with another potential 1,000 MW from the River Bend location in Louisiana. In Q1 2026, Hut 8 announced that Beacon Point had secured a 15-year triple-net lease valued at $9.8 billion, which could exceed $25 billion with escalators. The problem with this stock is timing. Neither River Bend nor Beacon Point is expected to be operational until 2027, and the company’s 16,000 Bitcoin token hoard is becoming an albatross. Q1 2026 earnings revealed a massive earnings-per-share (EPS) miss; the company lost $1.98 per share despite beating revenue projections by 40%. Bitcoin losses are weighing on the balance sheet, and the stock currently trades at 45 times sales. Steady, secure revenue is coming, but the stock is priced for perfect execution. Both data centers are still under construction, and the decline in BTC is driving losses. The stock is up more than 150% YTD, and it may be time to take some profits. A bearish cross on the Moving Average Convergence Divergence (MACD) indicator has cast a cloud over the rally, especially since a bullish crossover preceded the biggest upswing in April. 
TeraWulf: Strong Technicals, Weak Fundamentals, and High Short InterestTeraWulf has an aggressive pipeline, and there’s evidence that its high-performance compute (HPC) transition is paying off. The company reported $21 million in HPC leasing revenue in Q1 2026, up more than 100% from Q4 2025. Some of its contracted tenants include Core42 and the Google-backed Fluidstack, which gives the stock a compelling narrative amid the buildout. But TeraWulf has issued a lot of equity to fund its expansion, including an $800 million stock offering in April. Shareholder dilution could be one reason the stock carries 26% short interest as of the end of May. The company generated only $34 million in revenue in Q1, down 1.1% year-over-year (YOY). Like Hut 8, the data center rent remains a future revenue stream, and the stock trades at 82 times sales. Despite the weak fundamentals, the chart is attractive. There is strong price support at the 50-day moving average, and the Relative Strength Index (RSI) is in bullish territory without reaching overbought status. Traders seem to believe the company can execute flawlessly, but with shares up more than 140% YTD, there is plenty of downside if missteps occur.
Core Scientific: Cheapest Valuation and Already Collecting RentUnlike Hut 8 and TeraWulf, Core Scientific is already collecting rent from a key AI player in CoreWeave Inc. (NASDAQ: CRWV). The company is providing CoreWeave with 243 MW of compute as of Q1 2026, with the remaining 347 MW scheduled to come online in early 2027. The total agreement is worth more than $10 billion, and Core Scientific raised the project’s cash gross margin target to 80-85% from 75-80%. CORZ shares are also the cheapest from a valuation perspective at just 25 times sales. Q1 2026 also saw the company post a surprise EPS loss due to a $266 million mining impairment charge, but the Bitcoin mining operation is expected to be fully wound down by the end of 2026. Core Scientific may have the cleanest fundamentals, but the chart is choppy at best. The bearish MACD cross earlier this month hints at fading momentum, and the price is struggling to move above the June 2 all-time high of $29.05. Even so, CORZ has the strongest fundamentals, the smallest YTD gain (90%), and the only currently operational site. If one of these three stocks has upside that is not yet fully priced in, it's this one. 
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