British Virgin Islands-incorporated and Nasdaq-listed, ABits operates two Bitcoin mining sites in Tennessee — a self-mining facility in Duff and a hosting joint-venture in Memphis — through its U.S. subsidiary Abit USA.
ABits is a textbook post-halving small-cap miner: organic growth under BTC price constraints, focus on electricity-cost optimization (water-well investments cut Duff's water bill by 48%), and incremental hashrate expansion. At ~760 PH/s combined in early 2026, it remains modest next to MARA, CleanSpark, or Riot, but shows operational discipline rare at this scale.
A pure-play BTC mining micro-cap, directly exposed to Bitcoin price and post-halving margin compression. The self-mining + hosting dual model offers some revenue diversification, but single-site concentration in Duff and balance-sheet size cap the resilience. Speculative profile, sized accordingly.
Everything you need to know about NeonBridge and the compute economy.
Oil powered the 20th century. Compute powers the 21st. Every time an AI model runs or a Bitcoin block is mined, it takes energy, chips, data centers, and cloud infrastructure to make it happen. The companies building all of that form the compute economy. NeonBridge tracks 200+ of them across 7 categories.
Just like oil or electricity, compute is a raw resource that every industry needs. AI models can't train without GPU cycles. Bitcoin can't exist without hashrate. As demand grows, the companies that produce, store, and distribute compute become critical infrastructure. That makes compute the defining commodity of this century.
AI and Bitcoin are not two separate topics. They are two expressions of the same industrial revolution. AI transforms compute into intelligence. Bitcoin transforms compute into verifiable scarcity. Both need the same physical foundations: energy, chips, and data centers. That is why NeonBridge tracks them together, as one economy.
Most companies in the tracker are publicly listed stocks you can buy through any brokerage account. We highlight EU-friendly brokers like Trade Republic, Interactive Brokers, DEGIRO, and Scalable Capital to help you get started. No crypto wallet needed for the equity side.
Like any sector, compute infrastructure carries risk. Chip supply chains can be disrupted by geopolitics. Energy costs fluctuate. AI regulation is evolving fast. Bitcoin mining profitability depends on network difficulty and price cycles. Diversifying across the 7 categories of the compute economy helps reduce exposure to any single risk.
Global AI compute capacity doubles every 6-7 months, fueled by explosive AI adoption outpacing historical trends, with contributions from Bitcoin mining infrastructure repurposing and autonomous systems. Governments worldwide have committed hundreds of billions to chip manufacturing and power infrastructure. This reflects an enduring industrial shift comparable to electrification.
