AI & infrastructure
Mining news and original analysis with dated primary sources.
Sungrow reports system certification for EnerNeo solid-state transformer
The October 15 announcement names TÜV Rheinland assessments for safety, EMC and an isolation component. Certification scope remains separate from site approval, measured energy savings and ASIC compatibility.
Shanghai Electric presents two-phase cooling above 200 kW per rack at CIIF
The October 15 supplier release describes a rack-cooling capability, energy controls and turbine equipment. Its figures concern different systems and do not establish a completed mining installation.
Huawei updates Stellar network platform for Europe with separate performance claims
The October 16 release covers data-center fabric, WAN and campus networks. Its utilization, AI-performance, component-count and security figures use different boundaries and do not establish a mining-hashrate gain.
Canaan reports 44 BTC for September and full operation of Nordic heating project
Canaan’s October 15 update separates September mining and treasury data from a newly operational heating project. Its theoretical operating-hashrate definitions and paused Ethiopia operations require care.
Datacentrex starts DG2 energization, targeting 52.2 TH/s of Scrypt hashrate
The October 14 release says initial additional DG2 miners are producing, with the rest expected online over coming weeks. The 52.2 TH/s and roughly 14 MW totals remain full-energization targets.
BitFuFu reports 167 BTC for September and risks to its Ethiopia acquisition
BitFuFu’s October 13 update reports higher self-mining output but lower total production and managed hashrate. The proposed Ethiopian acquisition has not closed, and remedies remain under evaluation.
Fermi signs AMD credit support for a 222 MW lease and an expansion framework
Fermi’s October 13 release describes credit support for Project Matador’s first lease and a separate framework for expansion up to 650 MW. Financing, AMD obligations and the tenant lease retain conditions.
Enerflex wins an order above 1 GW; its generation backlog exceeds 1.75 GW
Enerflex’s October 13 release adds a new North American data-center power order above 1 GW. The aggregate backlog exceeds 1.75 GW, with deliveries extending through 2028; it is not operating capacity.
Astera introduces Orion AI racks, targeting partner availability in Q1 2027
The October 12 reference architecture describes modular compute and a PCIe fabric for 8–160 GPUs per pod. Planned partner availability and performance claims remain distinct from verified deployments.
Larch and Dorado plan a ten-switch SONiC AI fabric demonstration
The October 9 announcement describes ten Ethernet switches, Hardened SONiC and Cruz orchestration. The OCP demonstration is planned for October 13–15; quantified efficiency results are not supplied.
Gorilla signs a non-binding US data-center LOI with a path from 6 to 36 MW
Gorilla’s October 9 announcement concerns a proposed acquisition, not a completed deal. The unnamed operating site has about 6 MW of utility capacity; a further 30 MW has conditional utility support. Closing, expansion and the broader 100 MW goal remain future steps.
New Era discloses $118.3m power-contract collateral and direct leasing plan
New Era’s October 8 filing records a $116m standby letter of credit backed by approximately $118.3m of cash collateral. The company also reports pursuing hyperscale leases directly; neither disclosure establishes a completed data center.