Bitcoin Mining & ASIC News: Market, Hardware and Energy · Page 12
Mining news and original analysis with dated primary sources.
Duke Energy proposes broader cost protections for North Carolina large loads
The October 7 settlement would extend protections to qualifying 50 MW loads. Regulatory approval is pending; upfront connection costs and energy charges need separate planning.
Core Lightning 26.06.9 fixes payment-node security and traffic delays
The October 7 release repairs the 26.06.8 gossip regression, strengthens channel and API safeguards, and adds signed ARM builds. Maintainers recommend upgrading promptly.
Aterio’s October report separates gigawatt plans from data-center construction
Aterio’s October 8 update reviews September projects in the United States. Campus plans, generation capacity and visible construction need separate treatment when assessing infrastructure demand.
DCX will showcase liquid cooling with LITEON at OCP Summit 2026
DCX’s October 8 announcement confirms a joint presence at LITEON’s booth in San Jose. We examine the cooling questions that matter to high-density computing and hydro-cooled mining.
CBI reports 150 S21+ miners offline in September and plans share buybacks
The October 8 mining update identifies a technical outage in Missouri and a planned October 12 buyback. Its annualized cash yield excludes depreciation; the release also contains month and currency inconsistencies.
Wärtsilä books 282 MW onsite power order for a U.S. data center
The October 5 announcement covers fifteen 50SG engines, with deliveries planned for 2028 and full operation expected in 2029. Capacity sold is distinct from generation already available to computing operators.
Orcadian updates offshore compute concept with a £124/MWh estimate
The October 7 update outlines a proposed 200 MW IT facility and an internally calculated private-wire power price. The company expressly says the platform comparison is not an engineering study or proven feasible design.
Valeo reports aluminum heat-exchanger tests ahead of OCP 2026
The October 7 announcement reports 38% more cooling capacity and 25% lower fan electricity use in the stated comparison. These are supplier validation claims, not a measured reduction in an entire mining farm’s bill.
Schneider Electric puts system reliability alongside AI cooling capacity
An October 7 technical commentary argues for coordinating cooling, power, controls and maintenance. It is an operational assessment, rather than a new ASIC launch or a quantified guarantee of fewer outages.
S&P Global expects UAE and Saudi Arabia to add 2–3 GW of data-center IT power by 2030
The October 7 update highlights a regional expansion forecast. The 2–3 GW estimate concerns data-center IT power, not newly operating Bitcoin hashrate or a confirmed connection available to every project.
Hashrate Index Q4 map puts US mining share at 35.6% and Oman ahead of UAE
The October 5 geographic update estimates country-level Bitcoin hashrate. Its map describes physical mining locations, not ownership, pool control or a live census.
McKinsey scenario projects 24% annual growth in data-center electricity demand to 2030
The September 30 Global Energy Perspective report is receiving fresh coverage this week. Its Continued Momentum growth estimate is a scenario, while grid readiness remains a separate constraint.