Bitcoin Mining & ASIC News: Market, Hardware and Energy · Page 3
Mining news and original analysis with dated primary sources.
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.
Bitcoin Core merges macOS fix for bitcoin-cli unlimited-timeout connections
PR #36340 was merged on October 7. It bounds the underlying socket wait used by -rpcclienttimeout=0; inclusion in a downloadable release or backport must be checked separately.
Fortitude seeks priority access to future BITMAIN Zcash miners under $100m LOI
The non-binding arrangement concerns unreleased equipment, with shipments expected in Q2 2027. A refundable deposit and a larger DCG credit line are separate from a completed hardware purchase.
PowerCompute raises Columbus contracted demand to 11 MW under data-center tariff
The Mississippi contract adds 2.5 MW. PowerCompute says no capacity commitment charge was assessed and a $300,000 deposit is being replaced by a utility bond.
Karman and Legrand plan embedded rack-power control for mid-2027 products
The partnership targets intelligent AC PDUs and DC power shelves. Karman’s estimate of additional AI output depends on each installation; it is not a demonstrated increase in ASIC hashrate.