Intelligence
Intelligence for the infrastructure decade
Weekly analysis on the intersection of energy, compute and capital - written for the people underwriting and building it.

TheEnergyMag
IREN Shares Jump 16% as Bitcoin Mining Retreat Fuels AI Expansion
(opens on theenergymag.com)
TheEnergyMag
How Bitcoin Miners Finally Won Cheaper Capital Through AI
(opens on theenergymag.com)
TheEnergyMag
American Bitcoin Secured Bitmain Miners at Implied 44% Discount Using BTC Collateral
(opens on theenergymag.com)
TheEnergyMag
Core Scientific Reveals $232M Texas Acquisition, Sold 2,385 Bitcoin to Fund AI Expansion
(opens on theenergymag.com)
TheEnergyMag
Hut 8 Surges 30% After Landing Second AI Data Center Lease Worth $9.8 Billion
(opens on theenergymag.com)
TheEnergyMag
Cipher Secures $200M Credit Line as Amazon AI Retrofit Cuts Bitcoin Hashrate
(opens on theenergymag.com)
TheEnergyMag
Nscale Expands Microsoft AI Deal With 66,000 Rubin GPUs in Portugal
(opens on theenergymag.com)
TheEnergyMag
IREN Rallies 11% on Sweetwater Energization Milestone Amid AI Power Race
(opens on theenergymag.com)
TheEnergyMag
Microsoft Committed $7 Billion Upfront in Nebius AI Deal
(opens on theenergymag.com)
TheEnergyMag
$70B Investor Coatue Expands Into AI Data Center Land Grab
(opens on theenergymag.com)
TheEnergyMag
Riot Expands AMD Deal to 50 MW, Cuts Coinbase Loan Rate to 6.15% in AI Push
(opens on theenergymag.com)
TheEnergyMag
Mapping Out America’s AI Data Center Boom: 4,000 Sites and 442 GW in Active Queue
(opens on theenergymag.com)
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Breaking news the moment it lands, a daily digest and a weekly roundup on energy, compute and the capital moving between them. Choose TheEnergyMag for the full picture, or MinerWeekly for digital mining.

