Research and analysis from TheEnergyMag
May 1, 2026
Riot expanded AMD’s Texas AI data center lease to 50 MW and reduced its $200 million Coinbase loan to a 6.15% fixed rate as it accelerates its AI infrastructure push.
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Apr 30, 2026
A U.S. data center map shows nearly 4,000 sites today, but 442 GW of active interconnection requests reveal the true scale of AI-driven power demand — echoing a buildout first seen in Bitcoin mining.
Apr 29, 2026
Sharon, Pennsylvania approved Keel Infrastructure’s $5 billion data center expansion on a former bitcoin mining site, advancing a 110MW AI-focused campus.
Apr 29, 2026
Nscale has tapped a veteran of hyperscale cloud buildouts to lead its global data center expansion, underscoring the execution demands emerging as AI infrastructure projects scale.
Apr 29, 2026
Galaxy Digital said a “multi-trillion dollar, investment-grade” company will be the end user of AI compute at its Helios data center, hinting at hyperscaler demand behind the CoreWeave lease.
Apr 28, 2026
Bitcoin mining and AI are converging on the same energy stack—reshaping business models from colocation to power ownership.
Apr 28, 2026
Large miners told a panel at Bitcoin 2026 they can “plow the road” for AI data centers—using flexible power loads to secure capacity early and support the grid as hyperscaler demand surges.
Apr 28, 2026
Riot Platforms has reworked the terms of its $200 million bitcoin-backed credit facility with Coinbase, shifting toward more predictable borrowing costs and adding safeguards against short-term crypto market volatility.
Apr 27, 2026
Hut 8 is seeking $3.25 billion in debt financing for a 245 MW AI data center backed by a 15-year, $7 billion lease with Fluidstack, signaling Bitcoin miners’ shift toward contracted AI infrastructure.
Apr 27, 2026
Stablecoin giant Tether is rolling out an open-source software framework that signals a broader ambition to shape how bitcoin mining infrastructure is built and operated.
