$90B and Counting: Big Tech’s AI Chip Financing Meets a Choosier Debt Market

Plus: Energy Investors Forum returns in 2027, bringing energy, AI infrastructure and capital together.

17 hrs ago • BlocksBridge Consulting

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Bitcoin’s Great Unplug: $1.5 Billion in Hardware Behind the AI Pivot

Miners spent billions building the hashrate they are now shedding. Growing AI revenue tells only part of the investment story.

Oct 1 • BlocksBridge Consulting

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September 2026

The Data Center Boom Is Fueling an American Civil War

Texas is tightening approvals as Republicans confront a backlash over power, water, and local control.

Sep 24 • BlocksBridge Consulting

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AI Could Slow Down – But $35B in Debt Financing Won’t Wait.

Billions spent on infrastructure. Billions raised in debt. The interest clock is ticking as AI’s leaders debate slowing down.

Sep 17 • BlocksBridge Consulting

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ERCOT Batch Zero: A New Scoreboard in the AI Power Arms Race

From mining-machine orders to HPC contracts, miners have competed to prove their scale. ERCOT’s latest classifications put their power portfolios to the…

Sep 10 • BlocksBridge Consulting

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Bitcoin Miners Unplug 23% as AI Revenue Surges 52%

The HPC colocation and AI cloud retrofits are gradually paying off—but at a steep cost.

Sep 3 • BlocksBridge Consulting

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August 2026

Bitcoin Leaves the AI Trade Behind — and Three Miners Come Back to Life

A macro catalyst and renewed ETF demand pushed bitcoin ahead of the AI trade—but the evidence for a lasting cyclical bottom remains incomplete.

Aug 27 • BlocksBridge Consulting

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$30.7 Billion: Miners and AI Peers Already Surpass 2025 Capex

The 15-company group’s latest 2026 capital spending exceeded its entire 2025 total, while nine comparable miners spent about 15 times their first-half…

Aug 20 • BlocksBridge Consulting

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Public Miners Shed 21% of Bitcoin Hashrate as AI Revenue Accelerates

Public miners are retiring capacity faster than the network is shrinking, redirecting power toward AI infrastructure.

Aug 13 • BlocksBridge Consulting

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Is AI Pumpability Running Out of Fuel?

Contract volume and annualized revenue per megawatt are rising, but announcement-day stock moves are shrinking

Aug 6 • BlocksBridge Consulting

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July 2026

The AI Trade Cracked. Is Bitcoin Taking the Money Back?

As leveraged AI bets unravel and miner shares tumble, bitcoin’s resilience is raising the prospect of a reversal in capital flows

Jul 30 • BlocksBridge Consulting

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EIF’s Megawatt Verdict: Not Every Bitcoin Mine is Ready for AI

Power access opened the door, but EIF showed why mining’s AI pivot will ultimately become a site-by-site megawatt sort.

Jul 24 • BlocksBridge Consulting

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