Every Zipp story tagged #AIDatacenter, newest first.
A 35% BTC rally alongside a 10-year hashrate drought: power committed to multi-year AI deals cannot return to mining when difficulty falls, and that changes the math on every future recovery.
A listed company trimming its BTC treasury to pay for a concrete expansion is a different signal from selling into a drawdown: it is a capital allocation move, not a loss cut.
The land buy in McGregor adds a second privately funded campus on top of the Helios expansion, and signals Galaxy is building a multi-site Texas AI infrastructure footprint rather than a single…
The dollar figure dwarfs any single AI infrastructure commitment on record, and a Nvidia guarantee would put the chipmaker's balance sheet behind OpenAI's compute build-out.
The 94% target raise is bigger than the price move it's reacting to: Benchmark is pricing Hut 8 as a power-first data center REIT, not a Bitcoin miner, with $16.8B in contracted lease value at the…
The sale is more than a typical treasury rotation: a corporate holder is liquidating BTC at scale to build non-crypto infrastructure, narrowing the willing-buyer base just as demand thins.
The sale cut the company's stash nearly in half and funds its first hyperscaler deal, a signal that the 2025 treasury-company cohort is now a structural source of BTC supply, not demand.
A 15-year lease with the former Ethereum miner turns the West Texas site into a hybrid crypto + AI campus, with CoreWeave's full 526 MW commitment targeting over $1B in average annual revenue.
The 6.129% coupon on the 2042 notes is project-level and non-recourse to Hut 8 — a capital structure that lets the miner-turned-AI operator fund 352 MW of IT capacity without diluting shareholders or…
The sale tests whether MARA is monetising BTC to fund an AI-data-center build-out or simply trimming treasury exposure — Fred Thiel's Bloomberg appearance did little to settle the read.
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