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Latest coverage of energy, compute, and markets

The AI data center boom does not have to mean higher electricity bills for other customers, according to ENGIE’s interim North America chief, who argues that new generation and charging developers for the infrastructure they require can help contain the impact.

This op-ed was written by Pierre Corbin, Founder of Flash, a financial reporting platform for bitcoin miners. The views expressed are his own and do not reflect those of TheEnergyMag.

TeraWulf has increased its senior secured revolving credit facility to approximately $400 million from $250 million and removed a cap on letters of credit, following plans to bolster financing for utility commitments tied to its data center expansion.

Bloom Energy Corporation reported total revenue of $1,235.8 million for the third quarter ended September 30, 2026, representing a significant increase from the $519.0 million reported in the same period last year.

TransAlta Corp. sold a 49% stake in its Oklahoma wind portfolio to Ares Infrastructure funds for US$305 million and completed a US$1 billion acquisition of two Colorado gas plants, freeing capital for development projects while expanding its contracted power business.

Nebius Group NV secured a $3.5 billion senior secured financing facility from Citi to fund data-center construction and purchases of graphics processing units, adding short-term borrowing capacity as it expands its artificial intelligence cloud business.

Bitcoin’s hashrate is back above 1 ZH/s despite public miners’ AI pivot, as Bitdeer expands and smaller buyers gain access to new and old mining hardware. ...

IREN has secured a civil works license for its planned 300-megawatt data center campus in Spain and established a European holding company as it expands its AI cloud business beyond North America.

Nebius Group NV has made live prices for its interruptible GPU computing capacity publicly available, expanding visibility into cloud costs as it seeks more business from European artificial intelligence developers.
Hashrate, miner economics, and the industrial side of bitcoin
GPU clusters, hyperscale data centers, and AI infrastructure
Power generation, transmission, and the future of the grid
Market analysis, capital flows, and regulatory context