Research and analysis from TheEnergyMag
Sep 14, 2026
US AI stocks fell on Monday after Anthropic CEO Dario Amodei called for slower advances in the technology, putting the outlook for the industry’s infrastructure expansion under renewed scrutiny.
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Sep 11, 2026
Fluidstack has secured a Cameron County worksite permit for its planned $4 billion Texas AI data center campus.
Sep 11, 2026
Nebius faces a shareholder lawsuit alleging a Birmingham AI data center land deal deprived Regions Bank of $66.3 million through three same-day sales.
Sep 10, 2026
Bitcoin miners are flexing their megawatts in the AI power arms race, but the latest ERCOT classifications reveal different levels of certainty behind the headline numbers.
Sep 4, 2026
Zcash topped $1,000, but Z15 Pro mining revenue slipped to $708 per MWh as network solrate climbed above 30 GSol/s.
Sep 3, 2026
Bitcoin miners’ recurring HPC infrastructure revenue averages about $160 per MWh in Q2, more than current Bitcoin mining but far below that of Zcash and AI cloud services.
Aug 27, 2026
Bitcoin beat most AI infrastructure stocks over the past month as ETF inflows and a historic short squeeze revived Canaan, Cango and American Bitcoin.
Aug 26, 2026
Bitdeer mined 1,190 bitcoin in July as its estimated share of network rewards reached 8.712%, while the company expanded its AI cloud and long-term colocation contract pipeline.
Aug 24, 2026
Zcash’s rally to all-time highs near $890 widened Z15 Pro mining revenue to $727/MWh—more than three times an HPC benchmark and up to seven times leading bitcoin miners.
Aug 20, 2026
Public miners and AI infrastructure peers recorded $30.7 billion of 2026 net capital spending, already 43% above their full-year 2025 total.
