Bitcoin Miners Eye Massive AI Computing Market Opportunity
At the MoneyFrontier 2026 New Infrastructure Intelligent Computing Summit, Dr. Yang Zuoxing, founder of Shenma Miner and chairman of Yanji Microelectronics, spoke about the intersection of Bitcoin mining infrastructure and AI computing.
Yang argued that Bitcoin was 'born for AI' and has been preparing for nearly 20 years with advanced processes, cheap device solutions, and low-power chips. He credited Satoshi Nakamoto for inventing Bitcoin and laying the groundwork for AI adoption.
The speaker divided AI computing into training computing and inference computing, noting that oligopolies have formed in the former, leaving fewer opportunities.
However, Yang sees 2026 as the first year of inference computing, a field with significant growth potential. By 2040, he estimates the annual market size for inference computing will be nearly 80 trillion yuan, creating a huge opportunity for Bitcoin miners to enter the AI computing industry.