Core Viewpoint - Cryptocurrency mining companies are emerging as new entrants in the AI data center sector due to their low electricity costs and substantial approved power quotas [1] Group 1: Industry Insights - Most cryptocurrency mining companies are preparing to transition to AI data centers, although their strategies and progress vary [1] - Companies with aggressive AI data center transition plans, clear AI computing power expansion strategies, and guaranteed electricity supply are recommended for attention [1] Group 2: Investment Opportunities - Focus on companies that have a combined market value of held cryptocurrencies, stock holdings, and the present value of contracts that are discounted compared to current stock prices [1]