At this year’s Consensus 2026, Michael Rhoden represented TicTacc in a featured panel discussion examining one of the industry’s most important emerging topics: the convergence of Bitcoin mining infrastructure and artificial intelligence compute demand.
The panel, titled “Where Will All the ASICs Go? How AI is Reshaping Bitcoin’s Hashrate,” brought together leading voices from across the digital infrastructure sector to discuss how evolving AI and HPC markets are beginning to influence the economics, deployment strategies, and long-term direction of Bitcoin mining operations worldwide.
Alongside fellow industry leaders Jamie Gill of Luxor Technology, Mohammed Bakhashwain of Bitzero, and Colin Harper of Blockspace Media, the discussion explored several major themes shaping the next generation of mining and compute infrastructure, including:
- The increasing overlap between AI infrastructure and Bitcoin mining power markets
- How high-performance compute demand is reshaping data center development strategies
- The evolving role of ASIC infrastructure in a rapidly changing compute environment
- Why access to scalable and efficient energy continues to define long-term competitiveness
- The institutionalization of digital infrastructure markets
As global infrastructure markets continue evolving, discussions surrounding AI, energy, HPC, and Bitcoin mining are becoming increasingly interconnected. For TicTacc, participation in conversations at this level reinforces the company’s continued focus on institutional-grade mining infrastructure, strategic market positioning, and long-term industry development.
TicTacc continues building relationships across manufacturers, mining operators, infrastructure providers, hosting facilities, and institutional participants throughout the global mining ecosystem. This network-driven approach allows TicTacc to help clients navigate increasingly complex infrastructure and procurement environments as competition for power, compute capacity, and operational efficiency accelerates.
Unlike transactional equipment brokers, TicTacc’s approach is centered on long-term strategic infrastructure partnerships designed to support institutional-scale growth and operational continuity.
Michael Rhoden commented following the panel discussion:
“The intersection between Bitcoin mining and AI infrastructure is becoming one of the defining conversations in digital infrastructure today. As institutional participation increases, the market will increasingly reward companies capable of combining infrastructure expertise, global industry relationships, and long-term strategic execution. We believe TicTacc is well positioned to play an important role in helping shape that next phase of industry growth.”
The panel discussion at Consensus further reinforced a broader market reality in that Bitcoin mining is increasingly being viewed not simply as a standalone industry, but as part of a larger global compute and energy infrastructure ecosystem.
The full panel discussion can be viewed below:
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