Shares of bitcoin mining companies that have shifted business plans to cater to artificial intelligence (AI) infrastructure were big winners in 2025, a run they continued into the new year. And if big tech's earnings this year are any indications, they might continue to reap the benefit of the pivot. The move has saved many miners from going under, as it has allowed them to diversify their revenue sources beyond mining bitcoin and reap the profits of the continued AI-related hype. Another miner that has so far successfully pivoted to AI infrastructure and high-performance computing is Hut 8 (HUT), which is up 26% year-to-date and 230% year-over-year. Read more: Bitcoin miners chase AI demand as Nvidia says Rubin is already in production