Research and analysis from TheEnergyMag
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.
Read article →
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.
Jul 16, 2026
New York’s data center moratorium, PJM’s capacity shortfall and delayed projects show the AI power crunch is now slowing real-world infrastructure growth.
Jul 14, 2026
CleanSpark signed a 20-year data center lease expected to generate $6.6 billion in revenue, while placing its 885 MW Texas portfolio under exclusivity.
Jul 13, 2026
Meta is expanding its Louisiana AI data center to 5 GW in a more than $50 billion buildout, supported by major power and infrastructure investments.
