AI computing buyers will keep outbidding bitcoin miners, utilities and other industrial users for cheap firm electricity through long contracts and political backing, forcing displaced users to relocate or convert.
forming · confidence 40 · Emerging (watchlist) · tracking since November 14, 2026 · updated November 14, 2026
Paraguay's state utility says the cheap power contracts for bitcoin miners, about $350 million a year at $44/MWh, will end for good on December 31, 2027, and it has signed a 15-year AI power deal. A state seller is moving cheap hydro from miners to AI buyers on long-term contracts.
Supporting · November 14, 2026
Paraguay's state utility will end cheap power contracts for bitcoin miners in 2027 and has signed a 15-year AI deal
Paraguay's state utility says the cheap power contracts for bitcoin miners, about $350 million a year at $44/MWh, will end for good on December 31, 2027, and it has signed a 15-year AI power deal. A state seller is moving cheap hydro from miners to AI buyers on long-term contracts.
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