Key facts
- Public companies now hold over 1.2 million Bitcoin, representing nearly 6% of the total supply.
- US data center power demand is projected to reach 66 gigawatts by 2027, more than double 2025 levels, due to accelerated AI infrastructure construction.
- Bitcoin miners and AI hyperscalers are competing for the same energy resources.
- The Mita TechTalks 2026 summit will take place October 25-27 in Punta Mita, Mexico.
- The event will feature three tracks: macro and corporate strategy, energy, and AI.
- Confirmed speakers include Jeff Booth, Lisa Hough, Sam Callahan, and Andre Neves.
The Mita TechTalks 2026 summit is set to convene leaders from the Bitcoin, AI, and energy sectors in Punta Mita, Mexico, from October 25-27. The event aims to address the increasingly intertwined nature of these industries, particularly the growing demand for electricity driven by AI infrastructure and Bitcoin mining.
Public companies have amassed over 1.2 million Bitcoin, representing nearly 6% of the total supply, with this number continuing to rise. Goldman Sachs forecasts that U.S. data center power demand will more than double from its 2025 level to 66 gigawatts by 2027, a surge attributed to the rapid construction of AI infrastructure that the current power grid was not designed to handle. This has led to a direct competition between Bitcoin miners and AI hyperscalers for access to the same energy resources.
Several companies are actively involved in this convergence. Strategy holds the largest single public Bitcoin holding at 846,842 BTC as of June 16. SpaceX disclosed 18,712 BTC, and Strive increased its holdings by 30% in a single month. Treasury adoption also saw a 73% increase in 2025, despite Bitcoin being the year's worst-performing major asset. Simultaneously, energy challenges are mounting, with U.S. data center electricity consumption potentially reaching 400 to 600 TWh by 2030, up from around 180 TWh today. Companies like Marathon Digital and Core Scientific are repurposing mining infrastructure for AI data center capacity, leveraging existing power contracts.
The Mita TechTalks summit will feature three distinct tracks: macro and corporate strategy, energy, and AI. Confirmed speakers include Jeff Booth, founding partner of ego death capital; Lisa Hough, founder of BTM Energy; Sam Callahan, Director of Strategy and Research at OranjeBTC; and Andre Neves, co-founder and CTO of ZBD. The event is organized by Lynne Bairstow and Israel Muñoz, partners at Base Layer Advisors and co-hosts of the Build With Bitcoin podcast. Bairstow, who founded MITA Ventures in 2012, has two decades of experience backing early-stage technology in Mexico and Latin America. Muñoz previously co-founded a cross-border payments startup and contributed to the growth of 500 Startups' Miami operations.
Passes for the summit start at $2,750, with prices increasing as tiers sell out. Registration is currently open.