AI & infrastructure
50 recent briefs and analyses from Hashrate Index / Luxor. Source dates retained. Updated 10 September 2026.
AI factories: what operators actually sell
An AI site earns from utilized compute, not installed capacity alone. Luxor examines the implications for owners of powered infrastructure.
Vera Rubin: start with the site
Luxor argues that electrical capacity, cooling and deployment readiness shape the purchase decision as much as processor specifications.
AI infrastructure moves toward full racks
The Vera Rubin architecture shifts planning toward rack-scale systems, changing requirements for power delivery, networking and liquid cooling.
GPU clouds: the cost of delayed deployment
GPU depreciation starts before customer revenue. Luxor models how deployment delays and infrastructure reuse affect a mining operator’s AI expansion.
An AI data center needs more than GPUs
Luxor maps compute, networking, storage and software into one system. These dependencies matter when repurposing a Bitcoin mining site.
Pearl links crypto rewards with AI compute
The overview examines matrix-computation-based rewards and useful-work claims. Sustainable economics depend on real demand for the resulting compute.
AI chip competition reshapes infrastructure bets
Hashrate Index examines NVIDIA’s platform strategy and alternative inference chips, highlighting different business models from Bitcoin mining hardware.