Research and analysis from TheEnergyMag
May 29, 2026
Core Scientific CEO Adam Sullivan said AI data center construction costs have risen to as much as $12 million per megawatt, with labor, electricians and long-lead equipment emerging as key bottlenecks.
Read article →
May 28, 2026
PJM’s market monitor says AI data center load growth is “unique, unprecedented and uncertain,” adding $23.1 billion to capacity-market revenues and raising new questions over who pays for power reliability.
May 28, 2026
Nebius shares rose by 8% during after-hour trading after Situational Awareness disclosed a new 5.6% stake, extending the AI hedge fund’s bets from bitcoin miners into neocloud infrastructure.
May 25, 2026
In the final installment of our Bitcoin-AI convergence series, we examine how miners are actively evolving into energy-backed compute infrastructure operators as AI reshapes the economics of power and data centers.
May 22, 2026
Bitcoin mining entrepreneur Chun Wang, who commanded SpaceX’s Fram2 polar-orbit mission, is set to fly on Starship’s planned commercial missions around the Moon and Mars.
May 22, 2026
New West Data plans to acquire Alberta oil and gas assets that would triple production and lift off-grid power capacity to 35 MW for Bitcoin mining and AI compute.
May 21, 2026
Situational Awareness’ Q1 filing shows the rising AI fund loading up on bitcoin miners with cheap monetized megawatts and still-unpriced HPC upside.
May 19, 2026
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’ 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 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.
