Research and analysis from TheEnergyMag
Sep 20, 2026
Oracle-linked AI data center Project Jupiter loans totaling $18 billion face selling pressure as credit concerns and New Mexico permitting disputes weigh, the FT reported.
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Sep 20, 2026
Virginia restricts state assistance for new data centers of at least 25 megawatts as Spanberger proposes tougher energy, environmental and approval rules.
Sep 19, 2026
Nscale’s IPO filing reveals $140.6 million in first-half revenue, $103.4 billion in AI customer contracts and $27.5 billion in equipment and construction commitments.
Sep 17, 2026
Public miners and AI peers pulled in $48 billion in financing—nearly three-quarters from net debt. Now the slowdown debate is putting the revenue assumptions behind that borrowing under scrutiny.
Sep 17, 2026
DCG’s Zcash miner Fortitude named former Hut 8 CEO Jaime Leverton as its new chief ahead of a planned Nasdaq listing through a HeartSciences merger.
Sep 15, 2026
Hut 8’s Texas filing details a $399 million Beacon Point building project at a campus with $19.6 billion in leases and $4.25 billion in Phase 1 financing.
Sep 15, 2026
Prince William County’s proposed data center restrictions expose Virginia’s competing pressures over local control, development rights, tax revenue and electricity costs.
Sep 14, 2026
US AI stocks fell on Monday after Anthropic CEO Dario Amodei called for slower advances in the technology, putting the outlook for the industry’s infrastructure expansion under renewed scrutiny.
Sep 11, 2026
Fluidstack has secured a Cameron County worksite permit for its planned $4 billion Texas AI data center campus.
Sep 11, 2026
Nebius faces a shareholder lawsuit alleging a Birmingham AI data center land deal deprived Regions Bank of $66.3 million through three same-day sales.
