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AI & infrastructure · Page 5

Mining news and original analysis with dated primary sources.

10.09.2026
HIVE’s BUZZ HPC teams up with ProCogia for sovereign AI

HIVE’s BUZZ HPC teams up with ProCogia for sovereign AI

Dedicated Canadian GPU capacity and applied-AI services are a new commercial partnership, not an ASIC upgrade or disclosed new MW.

DMG shifts Christina Lake tenant-server timing toward 2027

DMG shifts Christina Lake tenant-server timing toward 2027

How to read an AI conversion timeline without confusing planned capacity with operating revenue.

Bitdeer AI secures 65.1 MW for A202 in Johor; energization targeted for 2027

Bitdeer AI secures 65.1 MW for A202 in Johor; energization targeted for 2027

A ten-year data-center agreement covers A202 in Malaysia. The 65.1 MW refers to IT load; customer contracts and the $7 billion opportunity pipeline remain separate.

Bell outlines a 1.2 GW Saskatchewan AI hub with self-supplied power

Bell outlines a 1.2 GW Saskatchewan AI hub with self-supplied power

A non-binding September 14 memorandum proposes up to 900 MW beyond the original 300 MW project. Customer contracts, permits and staged development remain conditions.

Missouri data-center plan combines on-site atomic power and heat reuse

Missouri data-center plan combines on-site atomic power and heat reuse

Island Roadhouse describes a 154 MW Phase 1 design targeting 2034. It remains a long-term plan, not an operating facility or grid connection.

Atlantic HPC signs deal to become publicly listed

Atlantic HPC signs deal to become publicly listed

The proposed combination with Aperture values Atlantic at $150 million before the transaction. Closing and the planned Nasdaq listing still require approvals.

Hyperscale switches off Michigan miners for AI conversion

Hyperscale switches off Michigan miners for AI conversion

The company reports a September 1 shutdown at its Michigan site. The $1.2 billion contract estimate assumes both extension options are exercised.

Sphere 3D agrees to sell its legacy miners to fund an AI infrastructure shift

Sphere 3D agrees to sell its legacy miners to fund an AI infrastructure shift

The September 8 review separates legacy equipment sales, revenue-share mining and proposed Kentucky development. Financing and project targets remain subject to completion and approvals.

IREN’s Sweetwater gets conditional ERCOT status: 2 GW is not live capacity

IREN’s Sweetwater gets conditional ERCOT status: 2 GW is not live capacity

IREN’s September 8 announcement records conditional inclusion in ERCOT Batch Zero. We explain how to distinguish a development portfolio, an energized substation and operating data-center capacity.

Bitdeer buys 200 acres near Rockdale for AI/HPC development

Bitdeer buys 200 acres near Rockdale for AI/HPC development

The approximately $100 million cash acquisition expands site control. Land ownership and planned power capacity do not mean an operating AI data centre.

Bitdeer AI contracts all A102 capacity: service launch planned for 2027

Bitdeer AI contracts all A102 capacity: service launch planned for 2027

The Malaysian 9.5 MW project has five-year commitments with expected revenue above $800 million. Contracted future revenue is not revenue already earned.

HIVE plans to wind down Swedish Bitcoin mining while assessing AI reuse

HIVE plans to wind down Swedish Bitcoin mining while assessing AI reuse

HIVE says Swedish mining contributed less than 5% of its global daily revenue in August. Repurposing for HPC and AI remains an evaluation, not a completed conversion.