TeraWulf, a former Bitcoin mining company, signed a 20-year lease with AI lab Anthropic for a data center campus in Kentucky, projected to generate $19 billion in revenue. The deal, requiring $3.2-4 b…
Marathon Digital Holdings announced a milestone-based deal to acquire a 1,200-acre powered land site in Matagorda County, Texas, for up to $600 million to build a digital infrastructure campus targeti…
Hewlett Packard Enterprise reported fiscal Q2 2026 revenue of $10.68 billion, a 40% year-over-year increase, driven by AI infrastructure demand. The company's AI server backlog reached nearly $6 billi…
Some Bitcoin miners are resisting the industry trend of converting facilities for AI workloads, arguing that the infrastructure requirements and long-term lease risks make the pivot less profitable th…
SK Hynix projects $231 billion in revenue for 2026, up from $67 billion in 2025, driven by surging demand for high-bandwidth memory used in AI accelerators. The company dominates HBM shipments with ov…
Helix Digital Infrastructure launched on June 11 with over $10 billion in committed capital from KKR, NVIDIA, the Kuwait Investment Authority, and Vistra, led by former AWS CEO Adam Selipsky, to acqui…
Kevin O'Leary has invested in Bitzero Holdings Inc., a Canadian data center company that builds sustainable facilities for Bitcoin mining and AI computing, as it begins trading on Nasdaq under the tic…
Fervo Energy surged 35% on its IPO debut, raising $1.89 billion as investors bet on geothermal power to meet AI's growing energy demand. The company uses oil-and-gas drilling techniques to unlock clea…
A viral claim that half of 2026 US datacenter capacity is canceled is based on flawed data and uninformed forecasts, according to SemiAnalysis. The firm's own tracking shows only ~1% movement in hyper…
Bitzero Holdings Inc., a Canadian data center company backed by Kevin O'Leary, listed its voting shares on the Canadian Securities Exchange under ticker BITZ.U in late December 2025 after raising over…
HIVE Digital Technologies announced plans for a CAD $3.5 billion, 320 MW AI gigafactory in the Greater Toronto Area, targeting over 100,000 GPUs by late 2027. The former crypto miner reported fiscal y…
PJM Interconnection faces a projected 32 GW surge in peak demand by 2030, driven by AI data centers, prompting FERC to order new tariff rules for co-location arrangements. The capacity market prices h…
Grassroots opposition groups have blocked or delayed at least 75 AI data center projects worth $130 billion in the first quarter of 2026, matching the total disruption for all of 2025. The number of o…
Bitcoin fell to a four-month low of $61,311 before recovering to roughly $62,580, driven by geopolitical tensions, ETF outflows, and MicroStrategy’s first Bitcoin sale in years. The decline triggered …
Core Scientific (CORZ) has positioned itself as a leading infrastructure provider in the artificial intelligence sector, offering shovel-ready data center capacity for AI workloads. The company's pivo…