Cipher Digital’s $5.2B Fluidstack Extension, Nscale’s $35B IPO, Oracle’s “Hell or High Water” Project Jupiter

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Oracle’s $165B Project Jupiter Delay, SemiAnalysis’ ClusterMAX Ratings, a Drone’s Eye View of CIFR’s Black Pearl, Luxor’s AI Suite

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TLSA is SPCX’s Key to the AI Race, Another Look at Data Center Noise, GPU Rates Hit ATH

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Rothschild Rates IREN Above CRWV/NBIS, Texas Freezes Data Center Permits, CLSK Closes $2.276B Note

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Hut 8 Stock Price Update, Morgan Stanley Sees 72 GW Deficit in 2029, AWS Block’s Meta’s Muse, New Era Up 30% on Vista Deal

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IREN and CIFR Price Targets, Anthropic and OpenAI Seek 20-30MW Sites, Data Centers Take Collateral Damage in Middle East and Ukraine

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CleanSpark’s $6.6B Meta Deal, Rune Raises $40M for Solar Farm Data Centers, Moratoriums Haven’t Killed the AI Trade (Yet)

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Cipher Digital Stock Price and Batch Zero Update, How the Fed Hike Will Affect Neoclouds, Tech Titans Battle for the Soul of AI

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MARA Stock Price and Batch Zero Update, Crusoe’s Perplexity Deal and Switchgear Factory, Meta’s AI ASIC Play

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AI Stocks Tumble, Frontier Lab CEOs Call for AI Slowdown, and Ellison Pulls the Plug on 50M ORCL Sale Amid Layoffs

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Hut 8 Stock Price Update, Fluidstack Taps Pentagon for $5B, Chinese LLMs Were Claude All Along

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Cipher Digital, Core Scientific, Ionic Digital Batch Zero Updates and SpaceX Taps Rocket Scientists for Data Center Construction

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Galaxy Digital and CleanSpark Batch Zero Approvals, How to Secure a Data Center, Anthropic Thinks AI Could Kill Us All

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IREN Stock Price Update and Batch Zero Approval, Palantir Taps Nebius for Sovereign AI, Soluna Batch Zero Approval, Data Centers Enrich WV

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Crusoe’s $13B Deal with Jane Street, ERCOT Batch Zero Classifications, Luxor’s GPU Price Index

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Cipher’s 2.5 GW Gas Pipeline, IREN’s $2.8B GPU Financing, Nscale’s IPO and $103B Contract Backlog

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SB Energy IPO Analysis, Google Taps 396MW of Geothermal with Fervo, Bitdeer’s $100M Landgrab for Rockdale

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Anthropic’s $35B Lambda Deal, ERCOT Misses Batch Zero Baseload Deadline, Anti-AI Politicians Are Getting Rich from AI Stocks

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IREN, CIFR, HUT Stock Price Updates, PUCT Approves Permian Basin Transmission Line, SpaceX’s Turbine Fabrication

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IREN’s FY26 Earnings, Hive Buzz HPC President Interview, Warsh Jackson Hole Speech Recap

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NVIDIA’s Explosive Q2 Earnings, Trump’s Energy Systems Executive Order, Matt Prusak Giga Energy Interview

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IREN Stock Update, Ornn’s H100 Volatility Index, OpenAI is Hemorrhaging Talent, Moonshot in Talks with Hyperscalers for Kimi K3

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Macro Update With Jim Bianco, Needham Flags ERCOT Risk for AI Stocks, OK’s Industrial Tax Exemption Faces Vote

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TeraWulf Secures 482 MW for Justified, Morgan Stanley Sees Powered Shell Deal Uptick, Luxor Pilots GPU Curtailment

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Keel Responds to PA Data Center Executive Order, and 75% of Americans Oppose Data Centers

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TPUC’s Batch Zero Meeting, Soluna CEO Interview, Ionic Digital’s Q2 Earnings

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Josh Shapiro’s Data Center Executive Order (and What it Means for KEEL, NBIS), Plus a Look at National Data Center Pushback

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Loudon County’s $1.4B Data Center Boon, Vineland Approves DataOne/Nebius Expansion, Crusoe Eyes IPO

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Hive Earnings and CFO Interview, NVIDIA Backstops $500B OpenAI Site, Blue Energy’s 2.5 GW Gas/Nuke Build for Crusoe

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An Update on Keel's AI Lease Negotiations, Moses Lake, Sharon/Panther Creek Permitting w/ Ben Gagnon

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Inside CoreWeave's Q2 Results and Enterprise AI Contracts w/ Brannin McBee

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Soluna Q2 Earnings and CFO Interview, NBIS Hits a Snag in NJ, What it Takes to Build Compute Futures

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Keel CEO Interview, WhiteFiber CEO Interview, IREN Completes 50 MW Phase 1 for Microsoft

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CoreWeave Q2 Earnings and CDO Interview, Nebius Q2 Earnings, WhiteFiber Q2 Earnings

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Riot Q2 Earnings and $9.1B Rockdale Deal, NVIDIA’s $500B Financing Program, ERCOT Seeks Pushback on Batch Zero Deadlines

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KEEL Q2 Earnings, Bitdeer Q2 Earnings, SP 500 Earnings Growth is Up 50%

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Hut CEO Asher Genoot On Abbott's Data Center Audit, Q2 Results, Future AI Expansion

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CleanSpark Q3 FY26 Earnings, Hut 8 CEO Interview, MARA Q2 Earnings

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Investment Banks Rerate AI Stocks, Google’s $25B Bond, SpaceX’s Terafab Mega Factory

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Galaxy Digital and TeraWulf Q2 Earnings, TeraWulf CFO Interview, SpaceX Q2 Earnings and Orbital Data Centers

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Cipher Digital and Hut 8 Q2 Earnings, Ionic Digital CEO Interview, BTDR’s $4.7B AI Deal, ERCOT’s Batch Zero Hiccup

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Earnings Week Kickoff, DeepSeek Taps Inner Mongolia for 1 GW, Banks Up AI Stock Targets

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Hut 8’s $5B Illinois Site, Kimi K3 Trained on H200s, GPU Rental Price Contango

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Situational Awareness Gets Liquidated, META/MSFT Earnings, TeraWulf Cleared for Morgantown Acquisition

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Ionic Digital goes Public, Empery Digital’s AI Play, Galaxy Digital Closes $3.5B Raise, Banks Raise AI Stock Targets

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Core Scientific’s Q2 Earnings + $14B AMD Deal, Galaxy Digital’s 74 MW Site, Meta and Blackrock’s $14B Data Center

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MARA’s Exaion Lawsuit, Nvidia’s $250B OpenAI Backstop, CXMT’s 400% IPO Pump

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Inside CleanSpark's Sandersville AI Site and Texas Expansion w/ Harry Sudock

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Nvidia and Friends Defend Open-Weight Models, Galaxy Prices $3.5B Note, TX’s New Rules Claim First Data Center Casualty

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Etched Raises $300M at $10.3B Valuation, CleanSpark Exec Interview, Fluidstack’s OK Site for Jane Street

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AMD’s $5B Anthropic Investment, OpenAI’s $750B Compute Spend, Galaxy’s $3.5B Raise

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NVDA’s 9.3% NBIS Stake, Jack Mallers Out as XXI Capital CEO, Anthropic's $1.5B Lawsuit Settlement

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Hut 8’s $19.6B Beacon Point Deal, IREN’s $2.8B AI Cloud Contracts, Uncle Same Moves on Kimi K3

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An Update on TeraWulf’s AI Play and What NY’s Moratorium Actually Means w/ Nazar Khan

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HIVE Exec Chair Interview, BTC Mining in South America, Kimi K3, Compute Exchange’s Secondary GPU Market

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Why AI Stocks are Crashing, “Is AI Conscious?” Pirate Wires Interview, Soluna’s MSFT Exec Hire

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SPCX Falls Below IPO Price, WULF Co-Founder Interview, Nebius Opens AI Stack to 3rd Party Partners

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CleanSpark’s $6.6B Sandersville Deal, NY Data Center Moratorium, Keel’s Sherbrooke Land Grab

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Meta’s $50B Data Center, Strategy’s $467M MSTR Raise, Native American Tribes are Split on Data Centers

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How CCP-Linked Entities Derailed $23.6B in Data Center Projects Across the US

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TeraWulf’s $3.5B Raise, Big Digital Energy’s Hood County AI Plans, SK Hynix’s $26.5B Nasdaq Debut

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MARA’s $600M Texas Acquisition, PUC/ERCOT’s New Data Center Rules, Hunterbrook’s Bloom Energy Short Report

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Why Anthropic Could Be Worth $6T by 2027, Inside CCP-Linked Data Center Pushback, Amazon’s $25B Bond

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SpaceX Joins Nasdaq 100, Meta’s Neocloud Play, the State of Bitcoin’s Quantum Computing Response

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WULF’s $19B Anthropic Deal, Strategy Sells $216M in Bitcoin, Keel Hires Data Center Vet as President

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IREN’s $700M Executive Comp, Anthropic's AI Chip, NVDA’s Neocloud Revenue Share Model

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Trump's $1.4B Crypto Payday and Meta is Entering the AI Cloud Business

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US Data Center Share vs. the World, How Stock Values Track GPU Rental Prices, the BIS is Bearish AI

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Strategy Opens Door to Sell $1.25B BTC, SpaceX Eyes Mesh Optical, Understanding GPU Financing

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What Trump's Quantum Computing Executive Order Actually Means w/ Alex Pruden

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SpaceX Bonds Tumble, How Saylor Can Save Strategy, and the 3 Archetypes of Anti-Data Center Activism

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Hive’s Boden AI Deal / $100M Note and Galaxy Wins Approval for McGregor AI Site

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OpenAI’s Jalapeno AI Chip, SpaceX’s $25B Debt Raise, and is STRC Breaking?

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SpaceX’s $20B Bond, Trump’s Quantum Executive Order, CRWV and NBIS Join the Nasdaq 100

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How the US Plans to Fast Track Data Centers, STRC Depegs from $100, Hive Signs $220M AI Deal

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Applied’s $1.59B Raise, Illinois’s Bitcoin Transaction Tax, Why SaaS Bonds May Be in Trouble

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SpaceX Acquires Cursor for $60B, Nvidia Closes $25B Debt Raise, Cipher Hires Former ERCOT Director

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Why Anthropic Axed Mythos/Fable 5, IREN Seals 490MW Nostrum Acquisition, EPA Won’t Regulate Data Centers

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Inside TeraWulf's Lake Mariner Data Center Construction: "They're Working Around the Clock"

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SpaceX’s $2T IPO by the Numbers and Anthropic’s 1 GW Search for Capacity

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Retail Piles into SpaceX IPO, Inside TeraWulf’s Lake Mariner AI Site, CoreWeave’s $3.5B Unsecured Note

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SpaceX’s $250B IPO Raise, KEEL’s $458M Convertible Note, Hut 8’s $4.25 Senior Note, OpenAI’s 10 GW Datacenter

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What Investors Miss About SpaceX’s IPO, Cipher’s $810M Riase for AWS Site, Applied Digital’s 210 MW AI Deal

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CIFR & KEEL rip, SpaceX IPO, and Saylor didn’t sell

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SpaceX IPO, Ohio's data center woes, Sphere3D goes public, and Bitcoin Volatility

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IREN's 800MW in Australia, Zcash bug, and Google upscales to $84b

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$GOOG is Raising $80B for AI, Polymarket’s MSTR Debacle, Swan Dismisses Proton Lawsuit

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Anthropic's IPO, IREN’s $3.65B GPU Financing, Strategy Sells BTC, DMG’s 50 MW AI Data Center

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Semiconductor Smugglers, Google’s 200 MW Solar Deal, Iran War’s Energy Market Impact, Debunking Data Center Water Myths

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Robinhood Opens AI Trading, IREN’s $1.6B GPU Buy, Hut 8 CEO Beacon Point Update

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Pope Leo Calls AI the Tower of Babel, China is Funding Anti-AI FUD, TeraWulf’s 1 GW KY Data Center

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SpaceX’s $2T IPO, FBI Scams the Scammers, Trump Media Sells Bitcoin

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Prime Bankruptcy Trust Sues Strike Parent Co for $150M, NAKA’s Reverse Stock Split, SEC Tokenized Stock Framework

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Iran’s Hormuz Safe BTC Insurance, Prime Trust’s Swan Lawsuit, Hive’s 320 MW AI Data Center

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IREN’s $3B Note, CME Compute Futures, Mike Alfred’s Stock Picks, Trump’s Q1 Bitcoin Equities

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MARA’s Q1 Earnings, Nebius’ Blowout Q1, the $1,000 Bull Case for MSTR

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IREN’s $2.3B Note Offering, STRC Comes to DeFi, KEEL’s Q1 2026 Earnings

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IREN’s Nvidia Partnership and 5 GW Plan, Hut 8’s $9.7B Hyperscaler Deal, Strategy May Sell BTC to Own the Short Sellers

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The Last Pure-Play Bitcoin Miner

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How to Build an AI Data Center from Scratch

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Cipher Digital’s $5.2B Fluidstack Extension, Nscale’s $35B IPO, Oracle’s “Hell or High Water” Project Jupiter

Playlist

Oracle’s $165B Project Jupiter Delay, SemiAnalysis’ ClusterMAX Ratings, a Drone’s Eye View of CIFR’s Black Pearl, Luxor’s AI Suite

Playlist

TLSA is SPCX’s Key to the AI Race, Another Look at Data Center Noise, GPU Rates Hit ATH

Playlist

Rothschild Rates IREN Above CRWV/NBIS, Texas Freezes Data Center Permits, CLSK Closes $2.276B Note

Playlist

Hut 8 Stock Price Update, Morgan Stanley Sees 72 GW Deficit in 2029, AWS Block’s Meta’s Muse, New Era Up 30% on Vista Deal

Playlist

IREN and CIFR Price Targets, Anthropic and OpenAI Seek 20-30MW Sites, Data Centers Take Collateral Damage in Middle East and Ukraine

Playlist

CleanSpark’s $6.6B Meta Deal, Rune Raises $40M for Solar Farm Data Centers, Moratoriums Haven’t Killed the AI Trade (Yet)

Playlist

Cipher Digital Stock Price and Batch Zero Update, How the Fed Hike Will Affect Neoclouds, Tech Titans Battle for the Soul of AI

Playlist

MARA Stock Price and Batch Zero Update, Crusoe’s Perplexity Deal and Switchgear Factory, Meta’s AI ASIC Play

Playlist

AI Stocks Tumble, Frontier Lab CEOs Call for AI Slowdown, and Ellison Pulls the Plug on 50M ORCL Sale Amid Layoffs

Playlist

Hut 8 Stock Price Update, Fluidstack Taps Pentagon for $5B, Chinese LLMs Were Claude All Along

Playlist

Cipher Digital, Core Scientific, Ionic Digital Batch Zero Updates and SpaceX Taps Rocket Scientists for Data Center Construction

Playlist

Galaxy Digital and CleanSpark Batch Zero Approvals, How to Secure a Data Center, Anthropic Thinks AI Could Kill Us All

Playlist

IREN Stock Price Update and Batch Zero Approval, Palantir Taps Nebius for Sovereign AI, Soluna Batch Zero Approval, Data Centers Enrich WV

Playlist

Crusoe’s $13B Deal with Jane Street, ERCOT Batch Zero Classifications, Luxor’s GPU Price Index

Playlist

Cipher’s 2.5 GW Gas Pipeline, IREN’s $2.8B GPU Financing, Nscale’s IPO and $103B Contract Backlog

Playlist

SB Energy IPO Analysis, Google Taps 396MW of Geothermal with Fervo, Bitdeer’s $100M Landgrab for Rockdale

Playlist

Anthropic’s $35B Lambda Deal, ERCOT Misses Batch Zero Baseload Deadline, Anti-AI Politicians Are Getting Rich from AI Stocks

Playlist

IREN, CIFR, HUT Stock Price Updates, PUCT Approves Permian Basin Transmission Line, SpaceX’s Turbine Fabrication

Playlist

IREN’s FY26 Earnings, Hive Buzz HPC President Interview, Warsh Jackson Hole Speech Recap

Playlist

NVIDIA’s Explosive Q2 Earnings, Trump’s Energy Systems Executive Order, Matt Prusak Giga Energy Interview

Playlist

IREN Stock Update, Ornn’s H100 Volatility Index, OpenAI is Hemorrhaging Talent, Moonshot in Talks with Hyperscalers for Kimi K3

Playlist

Macro Update With Jim Bianco, Needham Flags ERCOT Risk for AI Stocks, OK’s Industrial Tax Exemption Faces Vote

Playlist

TeraWulf Secures 482 MW for Justified, Morgan Stanley Sees Powered Shell Deal Uptick, Luxor Pilots GPU Curtailment

Playlist

Keel Responds to PA Data Center Executive Order, and 75% of Americans Oppose Data Centers

Playlist

TPUC’s Batch Zero Meeting, Soluna CEO Interview, Ionic Digital’s Q2 Earnings

Playlist

Josh Shapiro’s Data Center Executive Order (and What it Means for KEEL, NBIS), Plus a Look at National Data Center Pushback

Playlist

Loudon County’s $1.4B Data Center Boon, Vineland Approves DataOne/Nebius Expansion, Crusoe Eyes IPO

Playlist

Hive Earnings and CFO Interview, NVIDIA Backstops $500B OpenAI Site, Blue Energy’s 2.5 GW Gas/Nuke Build for Crusoe

Playlist

An Update on Keel's AI Lease Negotiations, Moses Lake, Sharon/Panther Creek Permitting w/ Ben Gagnon

Playlist

Inside CoreWeave's Q2 Results and Enterprise AI Contracts w/ Brannin McBee

Playlist

Soluna Q2 Earnings and CFO Interview, NBIS Hits a Snag in NJ, What it Takes to Build Compute Futures

Playlist

Keel CEO Interview, WhiteFiber CEO Interview, IREN Completes 50 MW Phase 1 for Microsoft

Playlist

CoreWeave Q2 Earnings and CDO Interview, Nebius Q2 Earnings, WhiteFiber Q2 Earnings

Playlist

Riot Q2 Earnings and $9.1B Rockdale Deal, NVIDIA’s $500B Financing Program, ERCOT Seeks Pushback on Batch Zero Deadlines

Playlist

KEEL Q2 Earnings, Bitdeer Q2 Earnings, SP 500 Earnings Growth is Up 50%

Playlist

Hut CEO Asher Genoot On Abbott's Data Center Audit, Q2 Results, Future AI Expansion

Playlist

CleanSpark Q3 FY26 Earnings, Hut 8 CEO Interview, MARA Q2 Earnings

Playlist

Investment Banks Rerate AI Stocks, Google’s $25B Bond, SpaceX’s Terafab Mega Factory