According to @DeepLearningAI, financial services firm Cantor Fitzgerald has issued a research note suggesting that Bitcoin (BTC) miner Core Scientific's (CORZ) stock could surpass $30 per share in a potential acquisition by AI cloud provider CoreWeave. This valuation represents a near-doubling of its current price, which recently surged 33% following a report from The Wall Street Journal about advanced buyout talks. Cantor Fitzgerald's bullish case is built on two key factors: valuing the 12-year, $3.5 billion AI infrastructure lease between the two companies at $24 per share, and adding $11.70 per share for the replacement value of CORZ's power infrastructure. This move is part of a broader trend where crypto miners like HIVE Digital (HIVE), which is purchasing a 7.2 MW data center in Toronto for AI, are pivoting their infrastructure towards more stable, long-term AI-related revenue streams. However, the report also notes that not all pivots are successful, citing the negative market reaction to Bit Digital's shift to Ethereum staking and Canaan's failed AI chip unit.