Every Zipp story tagged #AIInfrastructure, newest first.
The sale shrinks a treasury that had crossed 4,000 BTC just last year, and it channels the proceeds into an AI data center stake.
A bitcoin treasury firm selling into the market at $62K average while pivoting to AI data centers is a signal on both fronts: balance sheet repair plus a corporate identity shift away from pure BTC…
The 20-year anchor lease at the Justified Data Campus reframes TeraWulf from a leveraged Bitcoin miner into a long-duration AI hosting landlord, with the Abernathy stake sale clearing the runway.
The 20-year, 401-megawatt deal alone is bigger than TeraWulf's own $12B market cap, and it lands as bitcoin miners unload coins and chase AI tenants to replace the revenue the halving took away.
The 20-year term and $19B revenue projection at the Hawesville site mark TeraWulf's shift from speculative miner to contracted AI hyperscaler landlord, with WULF up 117% YTD.
The deal would put Anthropic in the same custom-silicon lane as Google, Amazon, and Microsoft, and signals just how compute-bound frontier labs have become.
The Korean media company liquidated every bitcoin and is redirecting roughly $485M of once-bitcoin-bound financing into AI infrastructure, joining miners that rotated out of crypto and into compute…
The bull case rests on memory shifting from commodity afterthought to AI-scale bottleneck; the bear case on a ~66x P/E and a customer base concentrated almost entirely in hyperscaler capex.
The thesis: crypto is shifting from serving crypto users to financing GPUs, solar and uranium via tokenization, with $300B in stablecoins now a credible capital pool for real-world assets.
Q3 revenue of $41.5B beat estimates by $5.8B and Q4 guidance of ~$50B landed $6.8B above Street. The HBM shortage call from CEO Mehrotra extends past 2027.
The memory leader's revenue print underscores how AI infrastructure demand is pulling HBM and DRAM pricing into a different cycle than the rest of semis.
VanEck's latest note lands while Bitdeer's treasury shrank: AI-linked miners are commanding premium multiples on leased capacity that doesn't exist yet, and execution risk is now the story.
VanEck's framework values a leased megawatt above 10x gross energized power, versus 2x–6x for pipeline alone — but delivered AI capacity sits at only ~25% of what has been leased, with a near-term…
The Blackwell-powered contract adds ~$70M in annual recurring revenue on top of HIVE's $35M realized ARR — more than tripling the high-margin HPC line that grew 158% last year.
The three-year contract deploys 2,304 Nvidia Grace Blackwell GPUs on Canadian soil and adds roughly $70M in annual recurring revenue — pulling HIVE's HPC contracted book past the $100M mark as its…
VanEck estimates bitcoin miners pivoting into AI infrastructure face a roughly $50 billion near-term funding gap and up…
IREN closed its acquisition of Spain-based AI data center developer Nostrum Group on Monday, adding roughly 490…
Oracle shares fell 7% in after-hours trading despite the company beating both earnings and revenue estimates, as…
SpaceX is planning to launch its initial orbital AI computing demonstrations by late 2027, according to Reuters. The…
The structural constraint is energy and compute, not algorithms — a framing that puts power infrastructure at the center of the next AI build-out cycle.
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