Every Zipp story tagged #HPC, newest first.
Power infrastructure and long-term compute contracts, not bitcoin production, are where the market has priced the real value, and a 21% hashrate drop is reshaping pure-play miner economics.
Bernstein's updated guide of $10–12M per IT megawatt exceeds its earlier $7.2M brownfield figure, putting capital intensity at the center of TeraWulf's AI pivot.
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.
Beacon Point's full 1 GW is now commercialized at $19.6B in base-term contract value, the clearest proof yet that public miners are converting stranded power into an HPC revenue line.
A 352 MW Beacon Point expansion that doubles a tenant's commitment reframes the bitcoin-miner-to-AI-infrastructure pivot from narrative to contracted backlog, dragging peers up with it.
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 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…
Bitcoin mining difficulty is set to fall roughly 9.55% in the next adjustment window, the second-largest decline of…
TeraWulf shares jumped more than 12% after the Bitcoin mining and data center company announced the acquisition of a…
The 1-gigawatt Muskie campus isn't the story — it's the quote underneath it: TeraWulf's CEO is making the case that power and transmission, not chips, are the binding AI constraint.
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 treasury drawdown sent MARA from second to fourth among public bitcoin holders — a structural reordering, not a quarter-end liquidity shuffle, with 90% of non-hosted power earmarked for AI…
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