Every Zipp story tagged #DataCenters, newest first.
The capacity gap highlights execution risk as miners borrow for AI infrastructure and sell Bitcoin for liquidity, making mining stocks less direct bets on Bitcoin.
The announcement broadens Riot's investor story from Bitcoin mining to AI infrastructure, putting its data-center capacity at the center of the AI buildout.
The 102 MW Lake Mariner footprint gives TeraWulf's HPC pivot a live base, while the company says New York's data center executive order will not disrupt timelines at Lake Mariner or Lake Hawkeye.
AMD takes more than 500MW of capacity starting 2027, scalable to 2.5GW, deepening Core Scientific's bitcoin-mining-to-AI pivot and stacking on the CoreWeave anchor.
TeraWulf says its running sites and pipeline are unaffected, but the moratorium widens the regulatory tail risk investors are now pricing into US Bitcoin miners that sit near grid capacity.
The moratorium lands as AI infrastructure demand has pushed grid operators and legislators to question whether hyperscale buildouts still deserve unconditional permitting.
The fourfold jump in lease commitments, not the gross figure, is the real signal: hyperscaler AI infrastructure spending is now locked in for a decade, not a quarter.
Governor Abbott's June 10 directive to ERCOT and the PUC flips the state's decade-long incentive model and could become the regulatory template for every other state chasing AI capacity.
ERCOT's new "Batch Zero" process tackles a 438,000 MW connection queue — and a handful of Texas-campused miners are already positioned to absorb the wave, with stock moves and signed hyperscaler…
The call hinges on a structural shift: Jefferies argues IREN's higher-margin AI cloud revenue is growing fast enough to revalue the stock away from its data center leasing multiple.
IREN closed its acquisition of Spain-based AI data center developer Nostrum Group on Monday, adding roughly 490…
SpaceX plans to begin testing artificial intelligence data centers in orbit as early as next year, according to a…
SoftBank has committed €45 billion to build large-scale AI data centres across France over the next five years, in one…
With 500MW and 168MW hosting deals already inked, Bitcoin miners are now financing themselves as AI utilities — the hash and the power become the equity story.
Roberts' vertically integrated pitch — 5GW of secured grid capacity, a $3.4B NVIDIA Blackwell cloud deal, and a pivot beyond Bitcoin mining — reframes the AI build-out as a power-and-real-estate race…
President Trump has called on AI companies to build, bring, or buy all of the energy required to power their data…
Bernstein analysts are flagging several bitcoin mining stocks as buys, anchoring the call in a simple thesis: follow…
The bitcoin miner is now leaning hard into AI compute: the 320MW, 100,000-GPU Toronto site is the largest single bet yet on BUZZ HPC, just two weeks after a $115M raise.
The $2.34-a-share loss is a function of a 25% BTC drawdown; the $1.5B Long Ridge deal, the $1B note buyback, and the Starwood gigawatt pipeline are what investors are actually underwriting.
The $216M is mostly unrealized on a balance sheet that took a 21% crypto market-cap hit — the real story is Helios, where the first CoreWeave data hall just went live ahead of a buildout pitched…
CryptoSlate
TheBlock
WatcherGuru
CoinTelegraph
CoinDesk