Latest insights and analysis from our weekly newsletter
Sep 17, 2026
The debate over slowing artificial intelligence has reached an industry that has already borrowed heavily to build for its acceleration.Anthropic CEO Dario Amodei’s weekend proposal to pace fron
Read article →Sep 10, 2026
Bitcoin miners have found a new way to flex.In 2021, they competed on mining machine preorders and exahashes promised. In 2024 and 2025, the contest shifted toward HPC contracts: who could sign a majo
Sep 3, 2026
Bitcoin’s second-quarter unplug looked like capitulation. It wasn’t.Public miners analyzed by TheEnergyMag shed an estimated 56 EH/s of realized hashrate over the first half of 2026—
Aug 27, 2026
Bitcoin’s sharpest weekly advance in more than three years has reordered the digital-infrastructure trade, leaving most AI-linked stocks behind and reviving a handful of bitcoin miners that only
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
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
