Latest insights and analysis from our weekly newsletter
Aug 20, 2026
Public bitcoin miners and their data center peers have already spent more on hardware and infrastructure during their latest 2026 reporting periods than they did throughout 2025, underscoring the extr
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Aug 13, 2026
Three months ago, we examined how public bitcoin miners were beginning to dismantle or repurpose mining fleets for AI and high-performance computing infrastructure.The analysis found a notable redistr
Aug 6, 2026
Remember when two letters—AI—could put a rocket under a bitcoin mining stock? Sign a lease. Name-drop an AI tenant. Add a few hundred megawatts. Watch the chart go vertical.That trade is n
Jul 30, 2026
The trade that transformed bitcoin miners into AI-infrastructure companies is confronting its sharpest reversal yet.The AI Infrastructure Growth Index tracked by TheEnergyMag fell 11.13% on Wednesday
Jul 24, 2026
At the inaugural Energy Investors Forum (EIF) in Dallas on July 23, the AI boom looked less like a software story than an enormous energy-infrastructure buildout.Across the EIF panels, generators, uti
Jul 16, 2026
Today’s featured EIF speaker: Brock Petersen, co-founder and COO of Satoshi Energy, where he is helping build the future of abundant energy and compute by colocating data centers with renewable
Jul 9, 2026
Today’s featured EIF speaker: Spencer Yang, Managing Partner of BlockSpaceForce, a frontier tech venture studio and fund backing companies across bitcoin infrastructure, AI agents, and emerging
Jul 2, 2026
Today’s featured EIF speaker: Blake King, Director and Head of Power at Galaxy (Nasdaq: GLXY), where he leads power strategy for the company’s data center operations and has helped guide i
Jun 25, 2026
Today’s featured EIF speaker: Joshua "JP" Buzzell, Executive Vice President of Engineering at Bitdeer, where he bridges the physical and logical layers of the digital economy. A recognized leade
Jun 18, 2026
Today’s featured EIF speaker: Lisa Hough, board director at Big Digital Energy (Nasdaq: BGDE), and at the intersection of U.S. energy infrastructure, bitcoin, and AI/HPC data center deployment.
