127 stories mentioning it. Newest first.
data centre capex, GPU demand, and the energy grids being built to support them. The CEO's explicit…callout of energy and compute as the binding constraints signals that the bottleneck is physical, not algorithmic. ## Market
core asset class alongside data centres and energy. ## Market impact For public markets, the deal reinforces the narrative…rather than plateauing. Semiconductor names, cloud hyperscalers, and energy infrastructure plays all benefit from this signal. Privately
assets including crypto. Data centres, GPU clusters, and energy infrastructure are absorbing hundreds of billions annually, and that
capex — particularly in satellite infrastructure, edge compute, and energy-intensive data workloads — should watch for follow-on disclosures
possibility of hikes, driven in part by surging energy costs pushing inflation higher. The NFP print carries unusual
entire $HYPE and $NEAR positions, citing rising energy prices and expectations that market highs will peak before September
Apple, a credible Siri relaunch could re-energise the services and devices narrative heading into the fall product
frontier technology sectors: artificial intelligence, quantum computing, fusion energy, and biotechnology. The deal marks one of the largest…just a trade footnote. Quantum computing and fusion energy in particular are long-lead infrastructure bets: the capital
corrections. Bitcoin mining companies pivoting toward AI and energy infrastructure represent one potential offset, but the near-term
macro link is the wildcard: if energy prices stabilise, one of the three headwinds lifts automatically
rationale Hayes offered spans three macro themes: rising energy prices driven by Iran-related geopolitical tensions and inventory…full thesis — the macro variables he cited (energy, AI IPOs, Trump policy) could have broad implications beyond these
exit is multi-layered: Hayes flags higher energy prices driven by an Iran war and inventory restocking cycle…ties it to a specific macro narrative — energy shocks, IPO supply overhang, and a potential political headwind
catalysts he believes will cap the rally: rising energy prices driven by the Iran war and inventory restocking
before September. Hayes cited three converging pressures: rising energy prices squeezing crypto mining economics, a wave…hedging, he is out. The energy-price thesis is particularly notable because it ties crypto sentiment
risk of escalation is a live variable for energy markets and regional stability. ## Market impact Geopolitical friction between…near-term escalation risk, offering modest relief to energy-price uncertainty. Investors tracking defense equities and crude futures
government. Markets sensitive to geopolitical stability — defence equities, energy, and European risk assets — will track the summit
South Australia's commitment to 100% net renewable energy by 2027 gives IREN a structural cost
Hormuz, one of the world's most critical energy chokepoints, sending shockwaves through global risk markets. Bitcoin…transit. Any sustained disruption threatens an immediate energy price shock that historically triggers broad risk-off selling across
mining operations in Brazil powered entirely by clean energy derived from burning sugarcane residue. The initial phase targets…more structurally interesting clean-energy mining plays to emerge from Latin America. Sugarcane bagasse — the fibrous residue left
liquidity, while a resilient labor market and rising energy prices have effectively killed near-term Fed rate
CoinTelegraph
WatcherGuru
CoinDesk
Benjamin Cowen
TheBlock
Crypto News
WuBlockchain
CryptoSlate