Research and analysis from TheEnergyMag
Jun 13, 2026
Bitcoin mining difficulty is set to drop by about 9.55% after a sharp hashrate decline, easing hashprice pressure as miners face bitcoin’s price crash, AI/HPC conversions and ERCOT 4CP curtailment.
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Jun 11, 2026
ERCOT’s 4CP rule has long rewarded flexible loads that curtail during summer peaks. But with AI data centers driving Texas power demand, a proposed shift toward 12CP could make the peak-cost game harder.
Jun 11, 2026
Texas added 456 MW of new NRG gas-fired power in Houston, giving ERCOT more dispatchable capacity as demand from data centers, industry and summer peaks strains the grid.
Jun 10, 2026
OpenAI is weighing a massive Ohio data center lease with SoftBank’s SB Energy and potential Nvidia backing, according to The Information’s report.
Jun 10, 2026
Crusoe said it has contracted 4.9 GW of AI infrastructure across five U.S. data center campuses and its AI cloud platform.
Jun 9, 2026
OpenAI has confidentially filed for a potential IPO, just weeks after Anthropic took the same step, as leading AI startups weigh public markets against the advantages of staying private.
Jun 8, 2026
Nebius plans to invest £1.7 billion in three new NVIDIA-powered UK AI infrastructure deployments, expanding its domestic compute capacity to 65 MW by 2027.
Jun 4, 2026
Bitcoin miners are breaking from BTC as investors reprice power-rich operators as backdoor AI infrastructure bets, while pure-play mining names remain exposed to the old bitcoin-beta trade.
Jun 2, 2026
HIVE’s 10-K shows the miner used 2,139 bitcoin as equipment deposits to help fund its Paraguay expansion, adding 18 EH/s while reducing its BTC treasury.
Jun 1, 2026
Sphere 3D and Cathedra completed their merger, creating a Nasdaq-listed bitcoin mining operator with 53 MW of capacity and a 100 MW-plus expansion pipeline.
