#Hyperscale

New York Halts New AI Data Centers in First US Moratorium

1h ago

New York Halts New AI Data Centers in First US Moratorium

The moratorium lands as AI infrastructure demand has pushed grid operators and legislators to question whether hyperscale buildouts still deserve unconditional permitting.

WatcherGuru

Hut 8 price target hiked to $165 by Benchmark on AI pivot

🔥BULLISH

6h ago

Hut 8 price target hiked to $165 by Benchmark on AI pivot

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…

CoinDesk

TeraWulf CEO: "We're Not in Bitcoin" After $19B Anthropic AI Deal

〽️NEUTRAL

23h ago

TeraWulf CEO: "We're Not in Bitcoin" After $19B Anthropic AI Deal

Prager frames the 20-year, $19B lease as the moment TeraWulf exits its mining origins: capital is moving away from hashrate and into wholly owned AI campuses where power quality beats land.

CoinDesk