Research and analysis from TheEnergyMag
Jul 28, 2026
Fortitude has committed almost $46 million to mining hardware, power contracts and Nebraska facilities as it pivots toward Zcash and builds a vertically integrated mining operation.
Read article →
Jul 27, 2026
Mike Alfred told the EIF audience that AI infrastructure has a 20- to 30-year runway, while warning that GPU ownership is the key risk dividing bitcoin miners’ data center strategies.
Jul 27, 2026
EIF panelists said bitcoin can monetize power while an AI campus is developed or absorb surplus generation, but the two businesses share much less infrastructure than investors often assume.
Jul 24, 2026
At the inaugural Energy Investors Forum, generators, utilities, miners, data center developers, investors and policymakers confronted the physical constraints behind the AI compute boom.
Jul 24, 2026
Galaxy Digital’s $3.507 billion Helios bond sale carries a 9.875% coupon, implying about $346 million in annual cash interest to finance its Texas AI data center expansion.
Jul 23, 2026
Poolin entered Chapter 11 with about $173 million in obligations and a $52 million stalking-horse bid for its West Texas bitcoin mining assets.
Jul 23, 2026
Bitcoin mining and AI-infrastructure stocks rose despite a Nasdaq selloff, supported by new multibillion-dollar data-center contracts.
Jul 22, 2026
AMD and Anthropic said Anthropic will deploy up to 2 gigawatts of AMD MI450 AI GPUs starting in the first half of 2027, and AMD committed up to $5 billion to the startup.
Jul 21, 2026
Greenidge is rebranding as Vulcan Infrastructure and Power after securing a $39.4 million investment to retire debt and accelerate its pivot toward AI data center and power infrastructure.
Jul 20, 2026
Big Digital and 10NetZero acquired a Texas site for $10 million, targeting up to 300 MW of AI and HPC data center capacity.
