OpenAI and Bitcoin: convergence of forces in 2025
In 2025 we are witnessing an increasingly relevant intersection between the rise of artificial intelligence and the dynamics of the crypto market. On one hand, OpenAI consolidates its position as a central player in the expansion of AI infrastructure —multi-million dollar contracts, massive acquisition of high-performance chips, growing data centers—. On the other hand, Bitcoin, far from being an isolated asset, appears as a possible indirect beneficiary of this technological wave, for several structural, sentiment, and institutional investment reasons.
1. AI infrastructure = energy demand + revaluation of “tech stack”
OpenAI has unleashed a new wave of investment in hardware and data centers. In October 2025, an agreement was reported between OpenAI and a chip manufacturer (AMD), which generated a significant rise not only in AMD's shares but also in companies in the crypto asset mining sector that share a high-performance computing (HPC) ecosystem.
This phenomenon has led some traditional BTC miners to begin “flirting” with AI/HPC, opening an indirect correlation between the AI boom and Bitcoin's performance.
In a world where AI increasingly demands computing power, technology, energy, and infrastructure are revalued. In that context, institutional interest and capital allocated to AI could end up overflowing into crypto —especially those projects or assets that already have a legacy of adoption and liquidity, like BTC—.
Recent studies show that Bitcoin has stopped being an “isolated alternative asset” and has begun to integrate more deeply with traditional financial markets. In recent years —and with greater intensity since certain institutional milestones— the correlation between BTC and U.S. stock markets has grown considerably. $BNB
