Markets
The latest updates, analysis, and deep dives into the Markets sector of the energy-compute nexus.

Riot Repays Coinbase Loan, Ends $200 Million Bitcoin-Backed Facility
Riot repaid its Coinbase borrowing and closed a $200 million facility carrying 6.15% interest, releasing bitcoin collateral without an early repayment penalty. ...

Oracle Shares Fall 4% on Reported Bid to Defer Payments on AI Project
Oracle reportedly seeks payment protection if New Mexico’s Project Jupiter AI data center is delayed, while saying the campus remains on schedule. ...

New Era Energy Signs 207 MW Vistra Power Deal for Texas Data Center
New Era has signed a 20-year Vistra power deal for up to 207 MW at its Texas data center, with credit support requirements potentially reaching $198.8 million. ...

Virginia Curbs State Support for Large Data Centers, Plans Tighter Rules
Virginia restricts state assistance for new data centers of at least 25 megawatts as Spanberger proposes tougher energy, environmental and approval rules. ...

Nscale’s IPO Filing Reveals $103B in AI Contracts with Heavy Funding Needs
Nscale’s IPO filing reveals $140.6 million in first-half revenue, $103.4 billion in AI customer contracts and $27.5 billion in equipment and construction commit...

Miner Weekly: AI Could Slow Down – But $35B in Debt Financing Won’t Wait
Public miners and AI peers pulled in $48 billion in financing—nearly three-quarters from net debt. Now the slowdown debate is putting the revenue assumptions be...
Hut 8 Files $399 Million Building Project at Beacon Point AI Campus
Hut 8’s Texas filing details a $399 million Beacon Point building project at a campus with $19.6 billion in leases and $4.25 billion in Phase 1 financing. ...

Nebius Sued Over Alabama AI Land Deal Allegedly Costing Regions $66 Million
Nebius faces a shareholder lawsuit alleging a Birmingham AI data center land deal deprived Regions Bank of $66.3 million through three same-day sales. ...

Miner Weekly: Bitcoin Miners Unplug 23% as AI Revenue Surges 52%
This article first appeared in Miner Weekly, a weekly newsletter by BlocksBridge Consulting, curating the latest news in energy, bitcoin, and AI compute from Th...

Zcash Rally Widens Mining Revenue Lead Over Bitcoin and AI HPC
Zcash’s rally to all-time highs near $890 widened Z15 Pro mining revenue to $727/MWh—more than three times an HPC benchmark and up to seven times leading bitcoi...
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