Companies Involved in Both Blockchain and AI
- 4 Companies That are Considered Undervalued Relative to Both Their Blockchain & AI Businesses
- 9 Companies in Blockchain Infrastructure & AI Data Centers
- 12 public companies that are using Both Blockchain and AI in their current business model that is 50% or more of their revenue stream.
4 Companies That are Considered Undervalued Relative to
Both Their Blockchain & AI Businesses
Sourced through Internet Searches – No consideration was given to the fact that I own three of the four.
As of March 2026, several companies from the previous list are frequently highlighted by analysts as “undervalued” specifically because the market still labels them as pure-play bitcoin miners, failing to fully price in their massive pivots to AI data center infrastructure.
Four “Undervalued” Dual-Play Stocks
- Bit Digital (BTBT*) $1.41
- Value Thesis: Analysts from Yahoo Finance have identified BTBT as potentially the most undervalued blockchain stock due to its aggressive expansion into AI production.
- Market Gap: Its market cap often lags behind peers despite securing significant high-margin revenue from AI GPU cloud services that diversify its volatile mining income.
- Galaxy Digital (GLXY*) $19.61
- Value Thesis: According to reports on Binance Square, Galaxy is considered deeply undervalued because the market views it primarily through the lens of a “volatile cryptocurrency proxy.”
- Market Gap: It has fundamentally transformed into a top-tier AI infrastructure provider, a shift that hasn’t yet been fully reflected in its valuation relative to mainstream AI data center stocks.
- Core Scientific (CORZ)
- Value Thesis: While it has seen recent gains, Webopedia notes that companies like Core Scientific and IREN are rapidly converting power capacity into high-margin AI data centers.
- Market Gap: These firms trade at much lower multiples (e.g., EV/EBITDA) compared to traditional AI data center giants like Equinix, despite owning the critical “power and cooling” infrastructure required for the AI boom.
- MARA Holdings (MARA*) $8.58
- Value Thesis: Formerly Marathon Digital, MARA is undergoing a valuation reassessment as it moves beyond mining into AI infrastructure and power partnerships.
- Market Gap: If its revenue from AI hosting grows to match its blockchain segment, it could see a “multiple re-rating” closer to infrastructure-as-a-service companies
9 Companies in Blockchain Infrastructure & AI Data Centers
Finding public companies that generate over 50% of their revenue from both blockchain and AI simultaneously is rare, as most firms specialize in one or use both as supplemental technologies. However, as of March 2026, several “pure-play” blockchain companies have aggressively pivoted to AI infrastructure to diversify their income streams.
Primary Pivot: Blockchain Infrastructure & AI Data Centers
These companies, originally focused on Bitcoin mining (blockchain), now generate the majority of their revenue by repurposing their high-performance computing (HPC) facilities for AI workloads.
- Core Scientific (CORZ) $15.79: A former pure-play miner that has pivoted heavily to hosting AI services for companies like CoreWeave.
- HIVE Digital Technologies (HIVE) $1.93: Formerly HIVE Blockchain, it rebranded specifically to reflect its dual focus on green energy blockchain mining and AI GPU cloud services.
- Applied Digital (APLD) $25.72: Operates next-generation data centers designed specifically for high-density blockchain and AI applications.
- Hut 8 Corp (HUT) $50.58: Diversified its business model to include managed services and high-performance computing for AI, alongside its core blockchain mining operations.
- Iris Energy (IREN) $37.45: Uses its renewable energy-powered data centers for both Bitcoin mining and AI cloud services, recently expanding its GPU fleet for AI.
- Bit Digital (BTBT) $1.44: While primarily a digital asset miner, it has launched a significant AI production business to provide specialized infrastructure.
- TeraWulf (WULF) $15.35: Focuses on zero-carbon energy infrastructure for both Bitcoin mining and expanding AI/HPC hosting.
- CleanSpark (CLSK) $9.30: Although primarily a miner, it utilizes AI-driven energy software to manage its blockchain operations and is exploring broader AI infrastructure.
- Soluna Holdings (SLNH) $0.78: Develops data centers that convert excess renewable energy into computing power for blockchain and AI batch processing.
Again, sourced through Internet searches
12 Digital Asset & AI-Enabled Infrastructure
These companies have restructured their core business models to focus on the intersection of these two technologies – Blockchain & AI.
- AIxCrypto Holdings (AIXC) $1.18: Recently rebranded from Qualigen Therapeutics; its entire current business model is built on AI and blockchain-enabled infrastructure for Real World Asset (RWA) tokenization and AI agents.
- Coinbase Global (COIN) $173.38: While its revenue is mostly blockchain-based, AI is now central to its operations, with AI agents generating over 50% of its code and managing 60% of customer support.
- MicroStrategy (MSTR) $132.93: While known as a “Bitcoin proxy,” it is integrating AI into its core business intelligence software, which remains a key revenue driver alongside its digital asset strategy.
- Arrive AI (ARAI) $0.83: Operates in the automotive/logistics sector using AI-driven autonomous delivery systems integrated with blockchain for secure chain-of-custody.
- Global Mofy AI (GMM) $1.34: Uses AI for digital content creation (virtual humans/metaverse) often secured or monetized via blockchain technology.
- Helport AI (HPAI) $2.31: Focuses on AI-powered software for customer service and sales, utilizing blockchain for data security and transparency in its platform.
- Bullfrog AI (BFRG) $0.54: A healthcare technology company using AI for drug discovery, leveraging blockchain for secure clinical trial data management.
- SuperX AI (SUPX) $8.95: Focused on AI-driven health data analytics with a business model incorporating blockchain for decentralized medical records.
- Airship AI (AISP) $2.31: Provides AI-driven surveillance and data analytics, using blockchain to ensure the integrity of video and sensor data evidence.
- Datavault AI (DVLT) $0.61: Specializes in AI-driven data valuation and monetization, using blockchain for data provenance and secure transactions.
- Palladyne AI (PDYN) $6.24: Focuses on AI software for robotic platforms, integrating blockchain for secure, decentralized machine-to-machine communications
- Figure Technologies Solutions (FGRS) $31.94: a financial technology company that uses the Provenance Blockchain to automate and streamline the lifecycle of financial assets. Its core solutions focus on digitizing the origination, funding, and trading of loans and other “real-world assets” (RWAs) to reduce costs and processing times.
These have not been screen for being desirable to own. Only that they do both Blockchain & AI to generate 50% of their revenue.
We would like to highlight the following:
- The names above are not buy recommendations.
- Do your due diligence on these companies especially the very low priced names. A vey simple way to do this is to ask your free AI “service of choice,” to show you a review of the companies balance sheet, its capital structure and the Pros and Cons of investing in this company. I use many but GROK is my preferred AI Service
- Remember that there is so much more than “buying a number to go up.” There is the “timing” of entry and exit points. DCA works great! DCA stands for Dollar-Cost-Averaging. Invest for long-term Capital Gains! Taxes make Uncle Sam as much as a 37% partner in your business. Have a Risk Management Policy and never consider Hope or Emotions when using your Risk Management policy!
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Our focus areas at this time are with Crypto, Blockchain, AI, Natural Resources (ecpecially PM and industril metals) and High Cash Distribution opportunities. We have to be considered a Speculator because of our narrow & unbalanced focus. We however, believe in Company fundamentals, busines moat, balance sheet and capital structure first and technical factors second. Our holding period is generally more than a year but we do DCA and trim positions as they rally and buy back on dips. We prefer doubles and triples for returns. Timing in the market is the most difficult skill to master so we focus on other factors to increase our statistical probability of success. I have 50-years experience in doing this – I will not waste your time.
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