For a brief stretch this year, the market seemed willing to believe that every megawatt with a fence around it could become an AI factory. This article

Bitcoin miners face growing investor scrutiny over insider share sales during AI rallies and a $50 billion funding gap for their pivot to AI and HPC

Blocksbridge says the AI infrastructure trade is entering a new phase as investors weigh insider transactions, executive incentives and long-term shareholder value.

Vertiv Holdings and Bloom Energy post blockbuster earnings as AI spending shifts from chips to power and cooling infrastructure, with crypto miners also

For a brief stretch this year, the market seemed willing to believe that every megawatt with a fence around it could become an AI factory. This article

AI infrastructure companies surged 187% in 12 months as Bitcoin miners pivot to AI data centers. TeraWulf signed a $19B deal with Anthropic.