Market Pulse
“Bitcoin Is Becoming Increasingly Boring” with Lisa Hough
“Bitcoin Is Becoming Increasingly Boring” with Lisa Hough
Featured Story

EIF’s Megawatt Verdict: Not Every Bitcoin Mine is Ready for AI
At the inaugural Energy Investors Forum, generators, utilities, miners, data center developers, investors and policymakers confronted the physical constraints b...

Bitcoin Power Use Jumps 38% with Greener Energy Mix: Report
Bitcoin mining’s annual electricity consumption increased by an estimated 38% in the 18 months through December 2025, outpacing the rise in associated greenhouse-gas emissions as miners drew a larger share of their power from low-carbon sources, according to preliminary Cambridge research.
1d ago
NAVER, NVIDIA, and Brookfield to expand South Korea's AI infrastructure to 200 MW by 2028
The planned expansion will take place at NAVER's GAK Sejong data center in Sejong, South Korea, where the NVIDIA DSX platform will be deployed to provide a full-stack AI factory infrastructure. The initial buildout of 55 megawatts, announced previously, will be increased to 200 megawatts by 2028, with NAVER targeting a future scale of 1 gigawatt. This development aims to support AI innovators in Korea and the U.S. by offering large-scale AI compute resources for next-generation AI models and services.
1d ago
Galaxy Locks In 9.875% Rate on $3.5B AI Data Center Bond Sale
Galaxy Digital’s $3.507 billion Helios bond sale carries a 9.875% coupon, implying about $346 million in annual cash interest to finance its Texas AI data cente...
2d ago
Poolin Files Chapter 11, Lines Up $52M Sale of Texas Bitcoin Mining Assets
Poolin entered Chapter 11 with about $173 million in obligations and a $52 million stalking-horse bid for its West Texas bitcoin mining assets. ...
2d 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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