Key Highlights Internet Computer Cloud Engines lets organizations create private subnets with at least four nodes and select their node providers and hardware. Its Mission 70 model allocates 20% of revenue to buying and burning $ICP tokens, while 80% goes to node providers. The early-access rollout targets AI and agentic workloads, with coupons distributed through ...
Key Highlights: CoreWeave shares surged 10% in premarket action following a 168% year-over-year revenue increase in the third quarter and an increased full-year forecast of up to $13.3 billion. The strong print sparked a broader rally across AI infrastructure names, lifting IREN, Galaxy Digital, and Cipher Digital, while Nasdaq 100 futures gained over 1.5%. Macro ...
Key Highlights: MARA Holdings sold 13,597 Bitcoin for $1.1 billion following September, offloading roughly 40% of its treasury reserve. The miner used $750 million of the sales proceeds to pay down debt, freeing 17,477 BTC previously locked as loan collateral. Proceeds are targeted at AI infrastructure expansion, clearing bridge loans for the Long Ridge power ...
Key Highlights SpaceX is planning a massive $24 billion data center and power generation initiative at Starbase in Cameron County, Texas. The proposed project includes a private 748-megawatt natural gas-fired power plant equipped with 35 turbines to independently supply a dedicated supercomputer facility. The scale of the $24 billion venture is roughly 17 times the ...
Key Highlights: Central banks, including the Reserve Bank of Australia, are beginning to tie rising consumer electronics prices and rate adjustments to soaring corporate demand for artificial intelligence hardware. Surging data center construction is straining key manufacturing supply chains for memory chips as well as shared public infrastructure like regional electric grids. In the United ...
Key Highlights: Core Scientific has slashed its Bitcoin reserves from a 2022 peak of over 9,600 BTC to just 32 BTC, reducing its digital asset balance sheet value to $2.7 million. Third-quarter 2026 revenue surged 187% year-over-year to $232.9 million, driven almost entirely by colocation services generating $215.4 million, or 92% of total revenue. The ...
Key Highlights: Rising debt financing costs for artificial intelligence chip purchases have triggered market sell-offs affecting AI compute firms and Bitcoin miners like Hut 8 and Core Scientific. Investment management firm VanEck argues that mining companies pivoting to data centers hold critical power grid access and land that are structurally different from pure chip-leasing models. ...
Key Highlights: Core Scientific will completely conclude its exit from Bitcoin mining during the fourth quarter of 2026, transitioning entirely into a high-density colocation and AI infrastructure provider by 2027. Third-quarter revenue reached $232.9 million, with colocation services contributing roughly 92% ($215.4 million) of total revenue, while self-mining revenue fell 79% year-over-year to $12.3 million. ...
Key Highlights: Riot Platforms has finalized a massive $28 billion deal with Claude developer Anthropic to convert 910 megawatts of its Corsicana, Texas site into AI infrastructure. Total project costs are projected at $5.5 billion, which includes up to $3.6 billion to reimburse Anthropic for datacenter construction, carrying a potential 12% interest rate. Once fully ...
Key Highlights: Luxor is expanding its core infrastructure offerings by brokering AI servers and graphics processing units (GPUs) alongside its existing digital mining operations. The firm is rolling out financial derivatives tied to computing capacity, including over-the-counter options and forward contracts linked to compute rental indexes. The pivot aligns with a massive broader industry shift, ...
Key Highlights: NEAR Protocol announced on October 21, 2026, that more than 1 million NEAR tokens were staked for inference with NEAR AI. The milestone was disclosed through NEAR Protocol’s official tweet. The reported total connects participation in the NEAR ecosystem with a practical AI inference use case. More Than 1 Million NEAR Tokens Directed ...
Key Highlights SpaceX’s Super Intelligence division generated $7.56 billion in quarterly revenue, up 830% from $813 million a year earlier, making it the company’s largest business by revenue. Cursor contributed $608 million after its August 14 acquisition, while SpaceX increased its Super Intelligence computing capacity to 1.7 gigawatts. Connectivity revenue reached $5.25 billion, Starlink subscriptions ...