You could feel the mood shift on desks. One morning the software names that owned the AI story just… stalled. Meanwhile Micron, Western Digital, Seagate started sprinting. Not a short squeeze, not a rumor cycle. […]
Key Takeaways HIVE’s BUZZ HPC signed a 3-year, $220M AI cloud deal with Bell Canada and Cohere. NVIDIA-powered AI factories could add $70M ARR, boosting HIVE’s HPC expansion. HIVE plans a 32MW Sweden upgrade, with […]
Key Takeaways IREN completed its Nostrum Group deal on June 15, adding 490MW in Spain. IREN stock gained about 4% as crypto-AI infrastructure demand stayed in focus. Nostrum CEO Gabriel Nebreda says IREN can scale […]
The following guest post comes from BitcoinMiningStock.io, a public markets intelligence platform delivering data on companies exposed to bitcoin mining, artificial intelligence, and crypto treasury strategies. Originally published on May 26, 2026, by Cindy Feng. […]
Key Takeaways Terawulf bought a Kentucky AI campus targeting 1GW of HPC capacity by 2030. Terawulf shares jumped 13.6% as AI revenue surpassed bitcoin mining in Q1 2026. Morgan Stanley and Google backed Terawulf’s $3B […]
TLDRs; Nvidia slipped slightly as investors locked in profits after strong AI-driven gains. $91 billion revenue forecast beat expectations but triggered cautious near-term trading sentiment. AI infrastructure demand remains strong, but valuation concerns are weighing […]
Key Takeaways Applied Digital signs a 15-year, $7.5B lease at Polaris Forge 3, pushing total contracted revenue to $31B. APLD now holds 1,200 MW of contracted AI capacity across 4 campuses, with 65% backed by […]
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