Market Pulse
Featured Story
Swedish Tax Scrutiny Shadows Crypto Miners’ Pivot to AI
Swedish tax authorities are challenging hundreds of millions of kronor in VAT deductions claimed by data center operators in the country’s north, turning the distinction between crypto mining and computing services into a test for an industry now racing to convert mining sites into AI infrastructure.
IREN Reports FY26 Financial Results: AI Cloud ARR Hits $1B as Company Signs Frontier AI Lab and Secures $2.8B in GPU Debt
Digital infrastructure provider IREN Limited reported its financial results for the full fiscal year ended June 30, 2026, detailing an accelerated operational transition from Bitcoin mining into large-scale AI cloud services.
2d ago
Miner Weekly: Bitcoin Leaves the AI Trade Behind — and Three Miners Come Back to Life
Bitcoin beat most AI infrastructure stocks over the past month as ETF inflows and a historic short squeeze revived Canaan, Cango and American Bitcoin. ...
2d ago
Core Scientific Adds $600M Credit Facilities as AI Buildout Accelerates
Core Scientific has secured $600 million of senior secured credit facilities, adding liquidity and credit support as the former bitcoin mining specialist spends heavily to transform its power portfolio into artificial-intelligence data centers.
2d ago
AWS and NVIDIA to Deliver 2 Million Additional GPUs and Next-Generation Infrastructure for Agentic and Physical AI
Amazon Web Services (AWS) and NVIDIA (Nasdaq: NVDA) announced an expansion of their strategic partnership today, committing to deploy an additional 2 million NVIDIA GPUs across AWS global infrastructure throughout 2027 and 2028.
3d agoEIF Speaker Series
Interviews
New“Bitcoin Is Becoming Increasingly Boring” with Lisa Hough
EIF Speaker Series features Big Digital Energy board director Lisa Hough on why AI infrastructure is becoming a land, energy and permitting business and why bit...
‘Inference Could Shift the AI Compute Mix’ with Paul Golding
EIF Speaker Series features Macquarie senior analyst Paul Golding on why AI inference could shift the compute mix beyond GPUs and why bitcoin may still have str...
‘AI’s Real Buildout Has Barely Begun’ with NG Zhang
EIF Spotlight features Canaan’s NG Zhang on why the current AI boom feels like the early years of bitcoin mining. ...
“Bitcoin the Ultimate Flexible Consumer of Energy” with Sean McDonough
EIF Speaker Series features New West Data CEO Sean McDonough on why energy access may decide the AI infrastructure race and why bitcoin remains a flexible tool ...
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