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IREN Shifts From Bitcoin Mining to AI With $4 Billion of Contracted ARR and $25–30B Build Plan

Financing plus timely delivery plus customer acceptance will determine whether the contracted GPU capacity converts into GAAP revenue

Bitdeer Secures $400 Million Five‑Year Offtake for Malaysia AI Site

Cipher Digital Reports Big Q2 GAAP Loss as Shares Slide After Strategic Pivot

Applied Digital Beats Q4 Estimates as Three Hyperscaler Leases Create $20B Backlog

Poolin Files for Chapter 11 and Puts West Texas Mining Sites Up for $52 Million Sale

Equinor Warns Europe Will Likely Enter Winter With Weakest Gas Buffer In 15 Years

IREN Signs $2.8 Billion in AI Cloud Deals, Raises 2026 ARR Target

Benchmark Raises Hut 8 Target After $7.5 Billion Financing and Long‑Term AI Leases

TeraWulf Secures 20‑Year Anthropic Lease and Lines Up $3.5B Debt Plan

Hyperscale Data Signs 20 MW AI Colocation Deal That Could Reach $3 Billion

Hut 8 Agrees to $2.35 Million Settlement Over USBTC Merger Lawsuit

Jefferies Lifts IREN After Hyperscaler Deals but Flags Big Financing and Execution Tests

Tether-Backed Adecoagro Plans 10 MW Sugarcane‑Powered Bitcoin Mining Pilot in Brazil

Bitdeer Names Michael Potter as CFO as It Shifts Toward AI Cloud Infrastructure

HIVE Plans C$3.5 Billion, 320 MW AI Gigafactory in Greater Toronto Area

IREN Strikes $3.4 Billion Nvidia Cloud Deal as It Accelerates AI Pivot

HIVE Raises $75 Million in Zero-Coupon Notes for AI Cloud Pivot and TSX Up-Listing

Cango Raises $75 Million After NYSE Warning on Sub-$1 Share Price

Warren Presses Commerce for Bitmain Records Over National Security Risks

Paraguay’s ANDE Taps Seized Rigs for Government-Led Bitcoin Mining Pilot