Research and analysis from TheEnergyMag
May 22, 2026
Bitcoin mining entrepreneur Chun Wang, who commanded SpaceX’s Fram2 polar-orbit mission, is set to fly on Starship’s planned commercial missions around the Moon and Mars.
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May 22, 2026
New West Data plans to acquire Alberta oil and gas assets that would triple production and lift off-grid power capacity to 35 MW for Bitcoin mining and AI compute.
May 21, 2026
Situational Awareness’ Q1 filing shows the rising AI fund loading up on bitcoin miners with cheap monetized megawatts and still-unpriced HPC upside.
May 19, 2026
LU-VE is expanding its Texas cooling plant to supply AI data centers, power generation and refrigeration markets as hyperscaler demand reshapes the US thermal equipment supply chain.
May 18, 2026
Situational Awareness’ reported 13F portfolio more than doubled to $13.68 billion in Q1 as the AGI-focused fund added Bitcoin mining and AI power bets.
May 18, 2026
HIVE plans a CAD $3.5 billion AI gigafactory in Ontario with 320 MW of power capacity, marking its latest push from Bitcoin mining into AI infrastructure.
May 15, 2026
NextEra Energy is reportedly in talks to merge with Dominion in a potential $400 billion stock deal as soaring AI data center demand fuels consolidation across the U.S. power sector.
May 14, 2026
Public Bitcoin miners unplugged tens of exahash in Q1 2026 as AI retrofits accelerated, reshaping the network’s hashrate distribution despite relatively stable aggregate capacity.
May 14, 2026
A Bitfury-linked shareholder of Cipher Digital secured $100 million through a share-backed forward contract tied to 5.68 million Cipher shares while retaining voting rights and partial upside exposure.
May 13, 2026
Nebius posted $399 million in Q1 revenue, up more than 7x year-over-year, as booming AI demand fueled aggressive GPU and data center expansion.
