Bitcoin Mining & ASIC News: Market, Hardware and Energy · Page 6
Mining news and original analysis with dated primary sources.
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.
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.