Research and analysis from TheEnergyMag
Aug 24, 2026
Zcash’s rally to all-time highs near $890 widened Z15 Pro mining revenue to $727/MWh—more than three times an HPC benchmark and up to seven times leading bitcoin miners.
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Aug 20, 2026
Public miners and AI infrastructure peers recorded $30.7 billion of 2026 net capital spending, already 43% above their full-year 2025 total.
Aug 20, 2026
Fortitude Mining has reported $20.9 million in second-quarter revenue after mining 33,646 ZEC, as Zcash rallied and rival Cypherpunk expanded into large-scale ZEC mining.
Aug 14, 2026
Riot Platforms secured a $573 million Morgan Stanley-led loan facility to fund equipment and development for its 191 MW Rockdale AI data center project.
Aug 13, 2026
Public miners’ shift from bitcoin to AI accelerated in Q2 as colocation overtook mining revenue and combined realized hashrate fell deeper.
Aug 11, 2026
Riot Platforms shares rise 20% after Anthropic was identified as its $9.1 billion AI tenant while its quarterly Bitcoin sales jumped 56% and substantially exceeded production.
Aug 11, 2026
CoreWeave closed a $2.6 billion delayed-draw loan at SOFR plus 5.5% to fund GPU infrastructure, accepting a wider spread as it expands financing to shorter customer contracts.
Aug 7, 2026
MARA has pledged 18,750 Bitcoin worth about $1.2 billion to obtain $600 million of new funding from Coinbase and Two Prime, partly financing its planned Long Ridge acquisition.
Aug 6, 2026
AI HPC deals are getting bigger and more frequent, but their power to pump bitcoin mining stocks is fading as investors scrutinize costs, financing and execution.
Aug 6, 2026
Citadel entities disclosed a larger Core Scientific position after Situational Awareness sold about $226 million of shares amid the AI fund’s turmoil.
