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Latest coverage of energy, compute, and markets
Riot repaid its Coinbase borrowing and closed a $200 million facility carrying 6.15% interest, releasing bitcoin collateral without an early repayment penalty. ...
Nscale announced $3.36 billion in convertible financing led by Third Point, adding funding for its artificial-intelligence infrastructure expansion a week after filing for a US initial public offering.
Cipher Digital said agreements with Fluidstack and an unidentified artificial intelligence lab will extend contracted occupancy at its Barber Lake data center in Texas to 20 years and lift total contracted revenue to more than $9 billion from $3.8 billion.
Applied Digital confirmed Brookwood, Alabama, as the site of Delta Forge 2, linking a $3.2 billion campus to the 210 MW lease announced in June. ...
Oracle reportedly seeks payment protection if New Mexico’s Project Jupiter AI data center is delayed, while saying the campus remains on schedule. ...
Texas’s data center permit halt exposes a widening Republican split over AI infrastructure, with implications for bitcoin miners pursuing AI projects. ...
Zcash-focused digital asset infrastructure operator Fortitude Mining Holdings, Inc. announced today that its subsidiary, Fortitude Mining, LLC, has amended its credit agreement with parent company Digital Currency Group (DCG).
Hut 8’s $140 million winning bid for Poolin’s Texas assets highlights competition for existing power infrastructure amid the AI data center buildout. ...
TeraWulf Chief Executive Officer Paul Prager entered a prepaid forward transaction covering up to 3 million shares valued at $52.35 million, drawing on stock received through a property lease between the company and his privately owned landlord business.
Hashrate, miner economics, and the industrial side of bitcoin
GPU clusters, hyperscale data centers, and AI infrastructure
Power generation, transmission, and the future of the grid
Market analysis, capital flows, and regulatory context