May 21, 2026
The AI Hedge Fund Hunting for Bitcoin Miners’ Hidden Megawatts
Situational Awareness’ Q1 filing shows the rising AI fund loading up on bitcoin miners with cheap monetized megawatts and still-unpriced HPC upside.
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TheEnergyMag
Research and analysis from TheEnergyMag
May 19, 2026
LU-VE Expands Texas Cooling Plant as AI Data Centers Drive Demand
LU-VE is expanding its Texas cooling plant to supply AI data centers, power generation and refrigeration markets as hyperscaler demand reshapes the US thermal equipment supply chain.
May 18, 2026
Situational Awareness Deepens AI Power Bets, Adds Bitcoin Miners in Q1 Portfolio Shift
Situational Awareness’ reported 13F portfolio more than doubled to $13.68 billion in Q1 as the AGI-focused fund added Bitcoin mining and AI power bets.
May 18, 2026
HIVE Plans CAD $3.5B Ontario AI Factory With 320 MW Power Allocation
HIVE plans a CAD $3.5 billion AI gigafactory in Ontario with 320 MW of power capacity, marking its latest push from Bitcoin mining into AI infrastructure.
May 15, 2026
NextEra Eyes $400B Merger With Dominion Amid AI Data Center Power Boom: FT
NextEra Energy is reportedly in talks to merge with Dominion in a potential $400 billion stock deal as soaring AI data center demand fuels consolidation across the U.S. power sector.
May 14, 2026
Miner Weekly – The Great Bitcoin Mining Power Shift: Who Won Q1?
Public Bitcoin miners unplugged tens of exahash in Q1 2026 as AI retrofits accelerated, reshaping the network’s hashrate distribution despite relatively stable aggregate capacity.
May 14, 2026
Bitfury Co-Founder Secures $100 Million in Cipher Digital Share-Backed Deal
A Bitfury-linked shareholder of Cipher Digital secured $100 million through a share-backed forward contract tied to 5.68 million Cipher shares while retaining voting rights and partial upside exposure.
May 13, 2026
Nebius Q1 Revenue Jumps 7x Amid ‘Unprecedented Demand’ for AI Infrastructure
Nebius posted $399 million in Q1 revenue, up more than 7x year-over-year, as booming AI demand fueled aggressive GPU and data center expansion.
May 13, 2026
Phoenix Group Launches European AI Data Center Push With 18MW France Buildout
Phoenix Group plans its first 18 MW European AI data center in France as part of a broader 1GW AI and HPC expansion across Europe and the GCC.
May 12, 2026
Riot’s AI-Fueled Bitcoin Mining Rally Triggers CEO’s Trading Plan to Cash Out $4.2M
Riot Platforms CEO Jason Les sold $4.2 million worth of shares under a prearranged trading plan as the Bitcoin miner’s stock surged 100% year to date amid AI infrastructure optimism.