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ERCOT Hits Pause on Texas Data Center Queue. How Worried Should AI Infrastructure Investors Be?

Governor Abbott ordered an ERCOT audit that could have huge impacts on data centers in Texas. Learn the basics of the order and understand how it may affect your AI…

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Grid Alerts Threaten Crypto: How 100-Degree Temps Impacted Bitcoin Mining

Triple-digit temperatures and soaring wholesale electricity prices reportedly squeezed U.S. bitcoin mining operations. High Prices Trigger Miner Curtailments A record-setting heat dome that recently blanketed the eastern United States and…

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50-Person Nostrum Team Gives IREN Europe Foothold as AI Cloud Demand Fuels Stock

IREN Limited completed its acquisition of Spain-based Nostrum Group on Monday, adding 490 megawatts of secured, grid-connected power as the bitcoin miner accelerates its expansion into AI cloud infrastructure. The…

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From $255M to $13.7B in 6 Quarters: Leopold Aschenbrenner’s Massive Bet on AI Infrastructure

Leopold Aschenbrenner just took Situational Awareness LP from $255M to $13.7B in only six quarters. His Q1 2026 filing dropped and one new move stands out as especially sharp. Full…

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Terawulf Expands AI Strategy With 1GW Data Campus and $3B Backing

Terawulf has acquired a major AI-focused data center site in Kentucky as it accelerates its shift from bitcoin mining toward high-performance computing. The deal strengthens the company’s power-backed infrastructure strategy…

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Applied Digital Tops 1 GW as AI Factory Campus Locks $7.5B Hyperscaler Lease

Applied Digital has signed a 15-year, take-or-pay lease at its fourth artificial intelligence (AI) Factory campus, Polaris Forge 3, with the same U.S.-based investment-grade hyperscaler that signed at Delta Forge…

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Bitcoin Miner MARA Holdings Signs $1.5B Deal for Ohio Gas Plant, Plans AI Data Center

MARA Holdings, Inc. signed a definitive agreement on Thursday in order to acquire Long Ridge Energy & Power LLC from FTAI Infrastructure Inc. (Nasdaq: FIP) for approximately $1.5 billion, adding…

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