Research and analysis from TheEnergyMag
May 8, 2026
IREN shares jumped 16% after the company tied up $13 billion in AI deals with NVIDIA and Microsoft while taking a $140 million charge tied to winding down parts of bitcoin mining fleet.
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May 7, 2026
From 16% bitcoin ASIC loans to 6% project-backed AI infrastructure debt, the market is finally re-rating bitcoin miners
May 7, 2026
American Bitcoin financed 80% of a $49.4 million miner purchase by pledging 314 BTC to Bitmain at an implied valuation near $126,000, or 83% higher than Bitcoin’s average price in February.
May 7, 2026
Core Scientific disclosed a $232 million Texas acquisition tied to its AI infrastructure expansion and said it sold 2,385 bitcoin during Q1.
May 6, 2026
Hut 8 stock surged more than 23% after signing a $9.8 billion AI data center lease for 352 MW at its Beacon Point campus in Texas, expanding its total contracted AI capacity to 597 MW.
May 5, 2026
Cipher Digital secured a $200 million revolving credit facility as its Bitcoin mining hashrate dropped amid the conversion of its Black Pearl site into a 300 MW Amazon AI data center campus.
May 5, 2026
Nscale plans to deploy more than 66,000 NVIDIA Rubin GPUs for Microsoft at Portugal’s Sines campus, expanding one of Europe’s largest AI infrastructure projects with nearly €700 million in new investment.
May 4, 2026
IREN shares jumped 11% after the company energized its Sweetwater 1 data center site in Texas, marking a key step in its AI and HPC infrastructure expansion.
May 4, 2026
Microsoft has committed nearly $7 billion in upfront payments tied to the $17 billion contract with Nebius, as the AI cloud provider reported $1.5 billion in deferred revenue as of 2025.
May 3, 2026
Coatue Management is expanding its AI push beyond software and startup investments, moving directly into the physical infrastructure race underpinning the AI boom.
