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AI Infrastructure Isn’t a Bubble, Mike Alfred Says — But Owning GPUs Is a Bigger Bet
Mike Alfred told the EIF audience that AI infrastructure has a 20- to 30-year runway, while warning that GPU ownership is the key risk dividing bitcoin miners’ ...

Bitcoin Power Use Jumps 38% with Greener Energy Mix: Report
Bitcoin mining’s annual electricity consumption increased by an estimated 38% in the 18 months through December 2025, outpacing the rise in associated greenhouse-gas emissions as miners drew a larger share of their power from low-carbon sources, according to preliminary Cambridge research.
2d ago
NAVER, NVIDIA, and Brookfield to expand South Korea's AI infrastructure to 200 MW by 2028
The planned expansion will take place at NAVER's GAK Sejong data center in Sejong, South Korea, where the NVIDIA DSX platform will be deployed to provide a full-stack AI factory infrastructure. The initial buildout of 55 megawatts, announced previously, will be increased to 200 megawatts by 2028, with NAVER targeting a future scale of 1 gigawatt. This development aims to support AI innovators in Korea and the U.S. by offering large-scale AI compute resources for next-generation AI models and services.
2d ago
Galaxy Targets $3.5B Notes Sale to Fund Texas AI Data Center Expansion
Galaxy Digital Inc. said on Wednesday that an indirect wholly owned subsidiary plans to offer $3.507 billion of senior secured notes due 2031 in a private placement to help fund the next phase of its Helios AI data center campus in Dickens County, Texas.
5d ago
Bitdeer’s Bitcoin Output Climbs to 990 as AI Cloud Run Rate Reaches $76M
Bitdeer Technologies Group mined 990 bitcoin in June, up 7.5% from the previous month, as the company continued deploying its proprietary mining machines while expanding its artificial-intelligence cloud business.
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