Research and analysis from TheEnergyMag
Aug 11, 2026
Riot Platforms shares rise 20% after Anthropic was identified as its $9.1 billion AI tenant while its quarterly Bitcoin sales jumped 56% and substantially exceeded production.
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Aug 11, 2026
CoreWeave closed a $2.6 billion delayed-draw loan at SOFR plus 5.5% to fund GPU infrastructure, accepting a wider spread as it expands financing to shorter customer contracts.
Aug 7, 2026
MARA has pledged 18,750 Bitcoin worth about $1.2 billion to obtain $600 million of new funding from Coinbase and Two Prime, partly financing its planned Long Ridge acquisition.
Aug 6, 2026
AI HPC deals are getting bigger and more frequent, but their power to pump bitcoin mining stocks is fading as investors scrutinize costs, financing and execution.
Aug 6, 2026
Citadel entities disclosed a larger Core Scientific position after Situational Awareness sold about $226 million of shares amid the AI fund’s turmoil.
Jul 31, 2026
Sphere 3D’s subsidiary is proposing a 50-megawatt data center in Hopkinsville, Kentucky, as city officials consider zoning rules on large computing facilities. The subsidiary, dubbed North Campbell LandCo LLC, also wants to convert its existing 15-megawatt bitcoin mining operation at the Hopkinsville Electric System’s Holland Substation to other computing uses, according to a Hoptown Chronicle […]
Jul 31, 2026
Crusoe filed plans for two $500 million data centers at its Goodnight campus in Texas while partnering with Aalo Atomics on a nuclear-powered AI computing demonstration targeted for 2027.
Jul 30, 2026
AI-infrastructure stocks have fallen sharply from their June peak while bitcoin gained over the past month, testing miner valuations and raising questions about a potential rotation back to BTC.
Jul 30, 2026
Soluna CEO John Belizaire told EIF that colocating data centers with renewable plants can accelerate grid access, as the company develops a 350-megawatt Texas AI campus.
Jul 29, 2026
NextEra and Brookfield plan a $100 billion Kentucky AI campus with 1.2 GW of compute capacity and dedicated gas and battery infrastructure.
