Bitcoin Mining & ASIC News: Market, Hardware and Energy · Page 5
Mining news and original analysis with dated primary sources.
Bitcoin Core privacy backport gains review but awaits merge
An October 9 review acknowledges Bitcoin Core’s private-broadcast patch for 31.x. The proposal remains open at verification; an approved review, a merged change and a downloadable stable release are separate milestones.
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.
Luxor September review: difficulty absorbs most of Bitcoin’s gain
Luxor’s October 9 review reports September closing hashprice of $39.92 per PH/s/day and a 5.52% difficulty increase. The month’s average revenue rate is distinct from its closing observation.
NVIDIA announces $1 billion in US science commitments over five years
NVIDIA’s October 8 announcement covers scientific AI, quantum research and energy security. The five-year commitment is distinct from an already commissioned computing site or a new mining ASIC.
Bitdeer AI secures a 67 MW A901 campus agreement in Malaysia
Bitdeer AI’s October 8 release describes a ten-year A901 agreement and delivery targets in 2027. The $10 billion opportunity pipeline is not contracted revenue or backlog.
CleanSpark mines 529 BTC in September and ends monthly operational updates
The October 9 unaudited report gives 36.0 EH/s average operating hashrate. CleanSpark will move to quarterly reporting; peak capacity and monthly output need separate interpretation.
Taylor Technology Campus advances its development agreement for planned on-site power
The October 9 developer release describes potential capacity of up to 1 GW and targets first power in early 2028. Agreement approval is a planning milestone, not an energized campus.
Shell announces NVIDIA DSX Ready qualification for its direct liquid cooling fluid
The October 8 supplier announcement concerns direct liquid cooling. It does not certify the fluid for every hydro ASIC or establish measured energy savings at a mining farm.
PowerCompute mines 8.1 BTC in September and reports $89,000 in energy sales
The October 8 preliminary update separates Bitcoin production from heat-related power sales. We examine the operating comparison and what the figures cannot establish.
TSMC reports NT$511.86 billion in September revenue: context for ASIC supply
The October 8 report shows strong annual revenue growth. It does not disclose mining-chip orders, ASIC delivery dates or the performance of a new miner.
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.