Texas power grid’s 8 GW “entry ticket” has been claimed! Bernstein: With electricity scarcity, miners such as IREN (IREN.US) will become AI infrastructure landlords to “collect rent”

智通财经2026/09/17 03:11

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According to Smart Finance APP, a new study by investment bank Bernstein points out that approved electricity is becoming increasingly valuable, and the scarcity of baseload sites will continue to drive up rental prices.

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Texas power grid’s 8 GW “entry ticket” has been claimed! Bernstein: With electricity scarcity, miners such as IREN (IREN.US) will become AI infrastructure landlords to “collect rent”

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