Compute's daily publication covering the companies financing, powering, and building the AI infrastructure boom. Live weekdays at 1p EST

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Compute & AI Infrastructure’s Daily News: Get updates on data center stocks, HPC, and news impacting the AI trade 5x per week! Join the Blockspace newsletter 👇 $IREN $CLSK $NBIS $GLXY $CIFR $KEEL newsletter.blockspacemedia.c…
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$SLNH FORMS STRATEGIC PARTNERSHIP WITH $APLD The companies will develop a 50 MW Wind-Powered AI Data Center in Texas. Applied is expected to supply development capital, while Soluna would contribute land and power-related assets for a 49% stake.
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$IREN establishes IREN Europe with planned 300 MW data center in Spain 👀
$IREN NEW OFFICIAL SPONSOR OF REAL MADRID
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$IREN HORIZON 2 ANALYSIS/DELAY “Microsoft’s own teams weren’t talking to each other and it just forced re-cabling across IREN’s Childress campus.” What happened: Microsoft requested a change to the network topology across the data halls. The problem wasn’t discovered during acceptance testing. It only showed up roughly a month after Horizon 1 was accepted and Microsoft started running real workloads.
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$CIFR announced it will release its third quarter 2026 financial results before market open on Monday, November 2nd, 2026. The company will host a conference call and webcast that day at 8:00 a.m. Eastern Time.
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Follow and turn on notifications to watch the livestream here on our X handle 🔔
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Bernstein: The former Bitcoin miners have access to ~32 GW of planned power ⚡️ $IREN leads the pack with 5.8 GW followed by $CIFR (~4 GW), $HUT (~4 GW), and $WULF (~3.6 GW)
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$IREN x $MSFT deal delay rumors 👂 (are they real?) also: ☑️ $APLD $CORZ $CIFR project cost overruns ☑️ Data Center CapEx cycle over? Guests: @aaron_renn + John Todaro w/ Needham & Co xitter.cf/i/broadcasts/1qGoNYDop…
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🚨 DEMAND FOR DATA CENTER CONSTRUCTION “I don’t think most commentators in AI realize how deep this bottleneck goes.” $IREN $CIFR $WULF $CRWV $NBIS $GLXY $HUT $SLNH
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Piper Sandler LOWERS price target for 4 former Bitcoin miners: 🔻 $RIOT PT $19 (from $25) 🔻 $MARA PT $11 (from $13) 🔻 $HUT PT $123 (from $143) 🔻 $GLXY PT $25 (form $33)
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$SLNH shareholders elected Dan Golding to the Board of Directors at the annual meeting held October 16, 2026. Golding has served on Soluna's Advisory Board since November 2023, helping guide its approach to renewable-powered AI infrastructure. He brings more than 30 years of experience in data centers and digital infrastructure, including leadership roles at Google and Iron Mountain. He currently serves as Chief Technology Officer at ASG, formerly Appleby Strategy Group.
$SLNH CEO John Belizaire on Soluna’s business model at the WTR insights conference ⚡️ “From an operator's perspective, it's really about we're changing the business that we're going to be in. We now have integrated campuses where we own the power. We have control of the land generation interconnection and the computing infrastructure.”
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🚨 JPMorgan says buy $CRWV The firm believes the current concerns are overdone relative to CoreWeave’s fundamentals and robust data center demand
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$BTC HASHRATE BACK ABOVE 1 ZH ⚡️ Hashprice at $36.75, well above the sub-$30s pain from the Texas heat/4CP period. Difficulty 140.58T. While everyone’s focused on $CRWV fears, the network is quietly recovering. Bitcoin is coming back and most people aren’t talking about it yet.
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Is the data center boom actually real, or savvy investors cashing out on speculative real estate? We asked Luxor's Haley Thomson if all the megawatts are actually there.
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$WULF IS NOT A NEOCLOUD 🐺 CEO Paul Prager sums it up here • Energy infrastructure • Demand is robust • Long term investment grade energy with long term HPC/AI off-take • Team had been working on energy infra for 25 years
$WULF is NOT a neocloud. $WULF IS an energy infrastructure company. We match long term investment grade energy supply with long term HPC/AI off-take. We finance our projects competitively because our contracts require our customers to be investment grade or bring investment grade credit support. We raised capital last spring opportunistically and maintain a fortress balance sheet. Our team has built large scale energy infrastructure for 25 years. Lake Mariner is delivering CB-4 this quarter and CB -5 in the first quarter ‘27. No surprises coming. We projected a range of 8-10 million per MW. We are squarely in the middle of that range. We are all about execution. Project Justified in Kentucky is a world-class project. We already have the required equity and we have an investment grade backstop committed. We execute and have predictable cash flow. Markets are pretty wild right now but we fervently believe price action will catch up to shareholder value. Demand for our product is robust and real. Certainly we have to remain diligent and execute like there’s no tomorrow. We will. But knowing what we have in the ground, in contract, the investment grade credits behind our contracts and the team’s execution history and capabilities- we sleep at night. You can too.
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It was all FUD? J.P. Morgan says they love $CRWV & the AI trade will continue. Tune in now! also: ☑️ @SemiAnalysis_ says 50GW in 2027. Are they nuts? ☑️ @jaypatel on AI trade & $BTC xitter.cf/i/broadcasts/1qKDzWgBR…
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$APLD +10% TODAY 👀 CEO Wes Cummins purchased over 55,000 shares worth ~$1M with shares acquired at a price of $18.04 He now holds ~5.87 million shares
Citizens and Wells Fargo raised their $APLD price targets to $60 and $55 following their Q1 earnings report 👀 Banks are approving Applied Digital’s execution despite the correction in stock price this year
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JPM keeps $CRWV at 'Overweight' despite market bleed JPM raised its December 2027 target to $125 from $120, or 79% above the current price. "We believe the current concerns are overdone relative to the fundamentals of the business."
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