Energy-Compute-Markets Taxonomy

Our proprietary framework for mapping the intersection of physical energy assets, digital compute workloads, and capital flows.

The Taxonomy Map

The analytical hub for the future of energy-intensive computing and capital formation. Positioning the intersection of power, processing, and markets.

Energy

  • Generation
  • Transmission & Distribution
  • Energy Markets
  • Flexible Load & Demand Response

Compute

  • Digital Mining
  • High-Performance Computing
  • AI Compute
  • Workload Optimization

Markets

  • Corporate Finance
  • Asset Transactions
  • Hardware Economics
  • Regulation & Policy
  • Market Analytics

Energy-Compute-Markets Taxonomy Map v1.0

Download our comprehensive 50-page report on the mapping of the Energy-Compute-Markets nexus.

Methodology

01. Data Collection

We aggregate real-time power consumption data from over 500+ data center sites globally.

02. Classification

Articles are distilled into Energy, Compute, or Markets based on their primary theme and context.

03. Analysis

Our analysts apply proprietary valuation models to determine the "Energy-Compute-Markets Alpha" of each story.

The Future of Bitcoin Mining Is Bigger Than Bitcoin
Compute

The Future of Bitcoin Mining Is Bigger Than Bitcoin

In the final installment of our Bitcoin-AI convergence series, we examine how miners are actively evolving into energy-backed compute infrastructure operators a...

Wolfie ZhaoMay 25, 2026
Mining on Mars? OG Bitcoin Miner Chun Wang Books SpaceX Starship Flyby
Compute

Mining on Mars? OG Bitcoin Miner Chun Wang Books SpaceX Starship Flyby

Bitcoin mining entrepreneur Chun Wang, who commanded SpaceX’s Fram2 polar-orbit mission, is set to fly on Starship’s planned commercial missions around the Moon...

Wolfie ZhaoMay 22, 2026
New West Data Eyes Alberta Oil Deal to Power AI and Bitcoin Mining Expansion
Markets

New West Data Eyes Alberta Oil Deal to Power AI and Bitcoin Mining Expansion

New West Data plans to acquire Alberta oil and gas assets that would triple production and lift off-grid power capacity to 35 MW for Bitcoin mining and AI compu...

Wolfie ZhaoMay 22, 2026
The AI Hedge Fund Hunting for Bitcoin Miners’ Hidden Megawatts
Compute

The AI Hedge Fund Hunting for Bitcoin Miners’ Hidden Megawatts

Situational Awareness’ Q1 filing shows the rising AI fund loading up on bitcoin miners with cheap monetized megawatts and still-unpriced HPC upside. ...

Wolfie ZhaoMay 21, 2026
LU-VE Expands Texas Cooling Plant as AI Data Centers Drive Demand
Energy

LU-VE Expands Texas Cooling Plant as AI Data Centers Drive Demand

LU-VE is expanding its Texas cooling plant to supply AI data centers, power generation and refrigeration markets as hyperscaler demand reshapes the US thermal e...

Wolfie ZhaoMay 19, 2026
Situational Awareness Deepens AI Power Bets, Adds Bitcoin Miners in Q1 Portfolio Shift
Energy

Situational Awareness Deepens AI Power Bets, Adds Bitcoin Miners in Q1 Portfolio Shift

Situational Awareness LP, the AGI-focused investment firm founded by former OpenAI researcher Leopold Aschenbrenner, more than doubled its reported U.S. securit...

Wolfie ZhaoMay 18, 2026