Market Pulse
Featured Story
$30.7 Billion: Bitcoin Miners and AI Peers Already Surpass 2025 Capex
Public miners and AI infrastructure peers recorded $30.7 billion of 2026 net capital spending, already 43% above their full-year 2025 total. ...
Fortitude Reports $20.9M Revenue as Zcash Rally Boosts Mining Backdrop
Fortitude Mining has reported $20.9 million in second-quarter revenue after mining 33,646 ZEC, as Zcash rallied and rival Cypherpunk expanded into large-scale Z...
1d ago
Nebius Upsizes Convertible Note Sale to $5 Billion for AI Buildout
Nebius Group upsized a convertible-debt offering to $5 billion and agreed to exchange $800 million of older notes for stock, securing more capital for an AI infrastructure expansion while adding to potential shareholder dilution.
2d ago
Bitdeer Secures $400M Malaysia AI Contract, Targets 350 MW by 2028
Bitdeer’s AI unit has secured a five-year contract expected to generate about $400 million from part of a Malaysian data center, giving the Bitcoin miner a customer commitment as it pursues expansion into AI infrastructure.
2d ago
Ionic Revenue Rises 31% as AI Leasing Replaces Bitcoin Mining
Ionic Digital Inc. reported a 31% increase in second-quarter revenue as income from leasing infrastructure for AI workloads largely replaced its legacy bitcoin mining business.
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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