Market Pulse
Featured Story

Riot Repays Coinbase Loan, Ends $200 Million Bitcoin-Backed Facility
Riot repaid its Coinbase borrowing and closed a $200 million facility carrying 6.15% interest, releasing bitcoin collateral without an early repayment penalty. ...

Nscale Secures $3.36 Billion in Pre-IPO Financing Led by Third Point
Nscale announced $3.36 billion in convertible financing led by Third Point, adding funding for its artificial-intelligence infrastructure expansion a week after filing for a US initial public offering.
1d ago
Cipher Secures 20-Year Barber Lake Commitment Worth Over $9 Billion
Cipher Digital said agreements with Fluidstack and an unidentified artificial intelligence lab will extend contracted occupancy at its Barber Lake data center in Texas to 20 years and lift total contracted revenue to more than $9 billion from $3.8 billion.
1d ago
Applied Digital Confirms Brookwood, Alabama, as Site of Delta Forge 2 AI Factory
Applied Digital confirmed Brookwood, Alabama, as the site of Delta Forge 2, linking a $3.2 billion campus to the 210 MW lease announced in June. ...
1d ago
Oracle Shares Fall 4% on Reported Bid to Defer Payments on AI Project
Oracle reportedly seeks payment protection if New Mexico’s Project Jupiter AI data center is delayed, while saying the campus remains on schedule. ...
2d agoEIF Speaker Series
Interviews
New“Bitcoin Is Becoming Increasingly Boring” with Lisa Hough
EIF Speaker Series features Big Digital Energy board director Lisa Hough on why AI infrastructure is becoming a land, energy and permitting business and why bit...

‘Inference Could Shift the AI Compute Mix’ with Paul Golding
EIF Speaker Series features Macquarie senior analyst Paul Golding on why AI inference could shift the compute mix beyond GPUs and why bitcoin may still have str...

‘AI’s Real Buildout Has Barely Begun’ with NG Zhang
EIF Spotlight features Canaan’s NG Zhang on why the current AI boom feels like the early years of bitcoin mining. ...

“Bitcoin the Ultimate Flexible Consumer of Energy” with Sean McDonough
EIF Speaker Series features New West Data CEO Sean McDonough on why energy access may decide the AI infrastructure race and why bitcoin remains a flexible tool ...
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