Crypto Miners Benefit from Oracle's $38 Billion AI Deal

A record $38 billion contract for data centers related to Oracle has pushed AI miners’ stocks up in pre-market 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. But what are the real stakes behind this unexpected alliance?

AI, the new driver of crypto infrastructure demand

Artificial intelligence needs computing power, and crypto miners have plenty to offer. Oracle’s $38 billion contract to fund giant data centers illustrates this convergence. Indeed, companies like Core Scientific or Marathon Digital, traditionally focused on bitcoin mining, see their stocks soar thanks to their ability to rent out their infrastructure for AI-related tasks.

The numbers speak for themselves: a 15 to 20% rise in AI miners’ stocks 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 seen as costs, are turning into strategic assets.

Experts agree this trend is just beginning. With Oracle’s $38 billion contract, AI, with its exponential computing needs, could well become the main client for crypto infrastructure 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 like Marathon Digital or Riot Blockchain are diversifying their activities by offering computing services for AI. This transition allows them to secure recurring revenue, regardless of bitcoin and crypto market fluctuations.

However, this dependence on tech giants like Oracle or Microsoft raises questions. Small players might become marginalized, reduced to subcontractors in an ecosystem dominated by a few giants. Regulation is another challenge: energy-intensive data centers are increasingly scrutinized by legislators, notably in Europe.

Finally, volatility remains a major risk. AI miners’ stocks have already experienced steep drops, as in 2022. Therefore, is the current rebound sustainable or merely a speculative bubble?

How to invest in the AI-crypto wave? Strategies for 2026

Investing in the AI and crypto alliance 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 thematic ETFs combining these two sectors.

For a long-term approach, betting 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 be profitable, as market reactions after Oracle’s announcement have shown. 

However, caution is advised and investors must conduct their own research before getting started.

Oracle’s contract marks a turning point in the relationship between AI and crypto. This alliance, though promising, raises questions about sustainability and 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 its biggest beneficiaries.