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From MinerFi to ComputeFi: CoreWeave’s $8.5B Loan Rewrites the Playbook
CoreWeave’s GPU-backed facility shows how compute financing has shifted from hardware bets to cash-flow-driven infrastructure credit
Apr 9
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BlocksBridge Consulting
7
The hardest part of the AI boom is no longer capital
The next winners will be defined by execution, monetization, and infrastructure readiness, not just fundraising
Apr 2
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BlocksBridge Consulting
18
March 2026
NDAs and Hidden Deals: The AI Land Grab’s Growing Backlash
The AI infrastructure boom has a transparency problem
Mar 26
•
BlocksBridge Consulting
17
The Grid Is Drawing a Line: PJM Moves to Rein In the AI Power Boom
Surging data center demand pushes PJM to rethink “off-grid” powe
Mar 19
•
BlocksBridge Consulting
11
AI Is Fueling a Nuclear Renaissance — But Bitcoin Miners Got There First
Hyperscalers are signing decades-long nuclear power deals — but Bitcoin miners were early adopters of colocating compute directly with baseload power.
Mar 12
•
BlocksBridge Consulting
16
15k+ BTC: Miners Are Selling Faster — and Filings Suggest More Is Coming
Bitcoin treasury reduction to accelerate as falling prices push hashprice below mining costs and rising leverage increases pressure on balance sheets.
Mar 5
•
BlocksBridge Consulting
13
1
February 2026
$33B in Bonds Is Fueling the AI Megawatt Arms Race
From 4% utility paper to 9% AI debt, the bond market is underwriting the data center supercycle
Feb 26
•
BlocksBridge Consulting
19
1
30GW Pipeline Boom: Miners Bet Big on AI—But Delivery Isn’t Monetization
A snapshot of energized capacity and the development backlog as miners chase hyperscaler-grade load.
Feb 19
•
BlocksBridge Consulting
18
1
AI Boom Ignites a Trillion-Dollar Build Supercycle
📣 Announcement: TheMinerMag rebrands to TheEnergyMag
Feb 12
•
BlocksBridge Consulting
6
1
ERCOT Hits Reset on Texas’ AI and Mining Power Queue
With more than 250 GW of large loads waiting, the grid operator wants batch studies, tougher filters, and fewer empty promises.
Feb 5
•
BlocksBridge Consulting
6
1
January 2026
CoreWeave’s AI Pivot Paid Off — $1.6B for Insiders and Counting
Nvidia’s $2B investment comes as founders continue planned share sales following the March IPO
Jan 29
7
1
AI Inherits Bitcoin Mining’s Hard Lesson: Locals Matter
From hashrate to GPUs, community pushback follows compute
Jan 22
3
3
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