AI & infrastructure · Page 6
Mining news and original analysis with dated primary sources.
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 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
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
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 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.
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.