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Energy + compute (AI, HPC, mining) + markets | News, data and analysis | Brought to you by @BlocksBridge_ | Host @EIF_Global
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Joined June 2022
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ANALYSIS: #Bitcoin miners are unplugging capacity at an extraordinary pace—but this isn’t another capitulation cycle. They’re making room for #AI.
Public miners shed 23% of their realized bitcoin hashrate as #HPC colocation and #AI cloud revenue overtook mining revenue among companies actively retrofitting their operations.
AI cloud offers substantially higher revenue density, while colocation can provide long-duration, contracted cash flow.
Full story with more details 👇
theenergymag.com/news/2026-0…
Nscale’s IPO Filing Reveals $103B in AI Contracts with Heavy Funding Needs #Nscale #IPO theenergymag.com/news/2026-0…
Nscale’s IPO Filing Reveals $103B in AI Contracts with Heavy Funding Needs #Nscale #IPO theenergymag.com/news/2026-0…
Data Center Power-Cost Bill Stalls in Senate Over Enforcement Dispute #Energy #Power theenergymag.com/news/market…
Crusoe @CrusoeAI has closed a massive $3.9B Series F round, reaching a $30.9B valuation to scale its vertically integrated AI infrastructure. ⚡️💻
Key details from the announcement:
Over $140B in total contracted value across the platform.
6 GW+ of gross contracted capacity, with over 1 GW already operational.
OpenAI trained its Astra AGI model at Crusoe's Abilene campus.
Deploying "Crusoe Spark" modular data centers to cut construction time from years to weeks.
Read our full analysis on the accelerating capital velocity in AI compute: theenergymag.com/news/market…
#DataCenters #AI #Infrastructure #Crusoe #VentureCapital #Energy
CleanSpark Names Meta as Tenant Behind $6.6 Billion Data Center Lease $CLSK @CleanSpark_Inc theenergymag.com/news/market…
#AI could slow down. The debt clock won’t.
14 public #bitcoin miners & AI peers recorded:
• $48.24B in net financing inflows
• $35.09B from net debt
• $1.49B in disclosed cash interest paid
Can AI revenue catch up?
The numbers in this week’s #MinerWeekly 👇
theenergymag.com/news/2026-0…
JUST IN: @FortitudeCrypto has named former Hut 8 CEO @JaimeLeverton as its new chief ahead of a planned Nasdaq listing.
The @DCGco-owned $ZEC #Zcash miner expects to close its merger with HeartSciences in Q4. Current CEO Andrea Childs will become COO.
theenergymag.com/news/2026-0…
JUST IN: @FortitudeCrypto has named former Hut 8 CEO @JaimeLeverton as its new chief ahead of a planned Nasdaq listing.
The @DCGco-owned $ZEC #Zcash miner expects to close its merger with HeartSciences in Q4. Current CEO Andrea Childs will become COO.
theenergymag.com/news/2026-0…
JUST IN: CoreWeave plans to raise $3 billion through a convertible debt issuance in a private placement, according to company disclosures. @CoreWeave $CRWV
The Livingston, N.J.-based company will offer initial purchasers an option to buy additional notes within 13 days of issuance, as detailed in the private placement terms.
CoreWeave Plans $3B Debt Sale, Opens 35 Million-Share ATM Program
theenergymag.com/news/market…
JUST IN: CleanSpark subsidiary CSDC Finance I, LLC plans to raise $2.227 billion through a private offering of senior secured notes due 2031. @CleanSpark_Inc $CLSK
The offering targets qualified institutional buyers and non-U.S. persons under Rule 144A and Regulation S of the Securities Act of 1933.
CleanSpark Plans $2.2 Billion Debt Sale for Georgia Data Center
theenergymag.com/news/market…
JUST IN: CoreWeave, Inc. has launched an at-the-market offering program to sell up to 35 million shares of its Class A common stock. @CoreWeave $CRWV
JUST IN: CoreWeave, Inc. has launched an at-the-market offering program to sell up to 35 million shares of its Class A common stock. @CoreWeave $CRWV
JUST IN: CoreWeave plans to raise $3 billion through a convertible debt issuance in a private placement, according to company disclosures. @CoreWeave $CRWV
JUST IN: CleanSpark subsidiary CSDC Finance I, LLC plans to raise $2.227 billion through a private offering of senior secured notes due 2031. @CleanSpark_Inc $CLSK