According to CoinMeta, Wu said that as Bitcoin mining companies accelerate their transition to AI and high-performance computing (HPC) infrastructure, their Bitcoin Mining ETF ( WGMI ) has adjusted its investment strategy to invest at least 80% of its net assets in "Bitcoin mining and digital power companies." The scope of investment has expanded from traditional Bitcoin mining companies to AI ultra-large-scale data centers, semiconductors, power infrastructure, energy storage, HPC, and quantum computing, among other fields. CoinShares stated that as of July 2026, the AI / HPC contracts announced by listed Bitcoin mining companies totaled over 70 billion US dollars.