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Bitcoin miners are finding a second life in the AI era. Analysts at Bernstein are bullish on firms like IREN, Riot, and CleanSpark, arguing their existing power infrastructure and data center footprints make them natural candidates to serve the exploding demand for AI compute. It is a striking pivot for an industry that spent years defending its energy appetite.
Meanwhile, Google is making a serious push into AI-generated video. The company unveiled Gemini Omni, a multimodal model it describes as capable of simulating the world, powering new conversational editing tools inside its Flow platform. Whether that bold framing holds up in practice remains to be seen, but the scope of the ambition is hard to ignore.
And Google is also returning to wearables. The company announced audio-powered smart glasses set to arrive this fall, a move that echoes Meta's own Ray-Ban glasses strategy. It is a quieter, more modest re-entry than the ill-fated Google Glass era, suggesting the company has learned something about what people will actually wear on their faces.
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