MinerWeekly

MinerWeekly

Latest insights and analysis from our weekly newsletter

$90B and Counting: Big Tech’s AI Chip Financing Meets a Choosier Debt Market

Oct 8, 2026

$90B and Counting: Big Tech’s AI Chip Financing Meets a Choosier Debt Market

Braiins Manager pauses the miners the moment power crosses your strike price, so the farm earns from curtailment.AI infrastructure doesn’t run on chips alone. It needs power, capital, and the ri

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Bitcoin’s Great Unplug: $1.5 Billion in Hardware Behind the AI Pivot

Oct 1, 2026

Bitcoin’s Great Unplug: $1.5 Billion in Hardware Behind the AI Pivot

Extreme heat test: Braiins ran bitcoin miners at 45°C, where stock firmware stops. Watch how Braiins OS protects uptime in the video.The hashrate public bitcoin miners shed in the first half of 2

The Data Center Boom Is Fueling an American Civil War

Sep 24, 2026

The Data Center Boom Is Fueling an American Civil War

GDA used BraiinsOS on 40MW and went from ~70 to ~99 TH/s per miner. Read the case study.Texas Governor Greg Abbott has put another obstacle in the path of the data center boom President Donald T

AI Could Slow Down – But $35B in Debt Financing Won’t Wait.

Sep 17, 2026

AI Could Slow Down – But $35B in Debt Financing Won’t Wait.

The debate over slowing artificial intelligence has reached an industry that has already borrowed heavily to build for its acceleration.Anthropic CEO Dario Amodei’s weekend proposal to pace fron

Sep 10, 2026

ERCOT Batch Zero: A New Scoreboard in the AI Power Arms Race

Bitcoin miners have found a new way to flex.In 2021, they competed on mining machine preorders and exahashes promised. In 2024 and 2025, the contest shifted toward HPC contracts: who could sign a majo

Bitcoin Miners Unplug 23% as AI Revenue Surges 52%

Sep 3, 2026

Bitcoin Miners Unplug 23% as AI Revenue Surges 52%

Bitcoin’s second-quarter unplug looked like capitulation. It wasn’t.Public miners analyzed by TheEnergyMag shed an estimated 56 EH/s of realized hashrate over the first half of 2026—

Bitcoin Leaves the AI Trade Behind — and Three Miners Come Back to Life

Aug 27, 2026

Bitcoin Leaves the AI Trade Behind — and Three Miners Come Back to Life

Bitcoin’s sharpest weekly advance in more than three years has reordered the digital-infrastructure trade, leaving most AI-linked stocks behind and reviving a handful of bitcoin miners that only

$30.7 Billion: Miners and AI Peers Already Surpass 2025 Capex

Aug 20, 2026

$30.7 Billion: Miners and AI Peers Already Surpass 2025 Capex

Public bitcoin miners and their data center peers have already spent more on hardware and infrastructure during their latest 2026 reporting periods than they did throughout 2025, underscoring the extr

Public Miners Shed 21% of Bitcoin Hashrate as AI Revenue Accelerates

Aug 13, 2026

Public Miners Shed 21% of Bitcoin Hashrate as AI Revenue Accelerates

Three months ago, we examined how public bitcoin miners were beginning to dismantle or repurpose mining fleets for AI and high-performance computing infrastructure.The analysis found a notable redistr

Is AI Pumpability Running Out of Fuel?

Aug 6, 2026

Is AI Pumpability Running Out of Fuel?

Remember when two letters—AI—could put a rocket under a bitcoin mining stock? Sign a lease. Name-drop an AI tenant. Add a few hundred megawatts. Watch the chart go vertical.That trade is n