News Heat Trend
Project Overview
Cipher is an all-in-one high-performance trading terminal designed specifically for on-chain markets, enabling traders to gain a competitive edge through ultra-fast execution, real-time rewards, and powerful tools.
Google Builds $200 Billion AI Chip Infrastructure Financial Network
According to Yonhap News Agency, Google, in order to expand the market penetration of its self-developed AI chip TPU, partnered with institutions such as Broadcom, Apollo, and Blackstone to build an infrastructure finance network with a total scale of approximately $200 billion (approximately 286 trillion Korean won), considered one of the largest projects in the history of infrastructure financing. It is reported that Google signed a TPU supply agreement with Anthropic and funded the construction of data centers to lease to the latter; to diversify the risk of direct ownership, the parties jointly established a Special Purpose Vehicle (SPV) "Compute", which completed the procurement of the first batch of 1 million TPU hardware units for $35 billion last month, with funds jointly provided by Apollo and Blackstone, and Broadcom providing a residual value guarantee. In addition, Google also brought in crypto mining companies such as TerraWolf, Cipher Digital, and Hut 8 to transition to constructing data centers and be responsible for power assurance.
After transitioning to AI, share prices continue to rise, with Cipher and Hut 8 hitting all-time highs
The stock prices of Bitcoin mining companies transitioning into AI and hyperscale computing continue to climb. IREN rose over 13% on Wednesday, nearing its all-time high. The company previously announced a $3 billion convertible bond offering, partnered with Nvidia to build 5 GW of AI data centers, and acquired Mirantis for $625 million; on Tuesday, it also reached a $1.6 billion agreement with Dell to supply Blackwell AI systems. Both Cipher and Hut 8 hit new record highs, with Cipher rising approximately 9.5% to $25, and Hut 8 increasing nearly 5% to $118. Hut 8 has surged nearly 600% over the past year. TeraWulf rose over 6% on Wednesday and has gained approximately 800% in the past year, with its HPC business quarterly revenue exceeding Bitcoin mining revenue for the first time.
FluidStack in Talks to Raise Approximately $1 Billion at $18 Billion Valuation
Odaily News, according to informed sources, AI cloud platform FluidStack is planning to raise approximately $1 billion at a valuation of $18 billion. Situational Awareness, an institution led by Leopold Aschenbrenner, is in talks to participate and co-lead the round. The funding is expected to be used to accelerate Fluidstack's expansion in the fields of AI computing and cloud infrastructure. It is reported that Fluidstack has previously signed cooperation agreements with multiple Bitcoin mining companies, including TeraWulf, Cipher Mining, Hut 8, and others.
Texas Pauses Approvals for ERCOT-Related Data Centers; Bitcoin Miners with Approved Power Contracts Likely Unaffected
Odaily News – Texas Governor Greg Abbott on Monday directed the Texas Public Utility Commission and the Electric Reliability Council of Texas (ERCOT) to audit all data centers seeking to connect to the state's power grid, and paused approvals for ERCOT-related data center projects. The audit timeline has not been disclosed. Bernstein analysts stated that most Bitcoin mining firms operating in Texas have already signed approved power capacity contracts, and their operations are not expected to be affected by the approval pause. They believe the audit will curb speculative data center pipelines, making real sites with development history more valuable. The analysts noted that Cipher Digital, Core Scientific, and CleanSpark's Texas operations may become more vulnerable to public opposition to data center expansion during future ERCOT approval processes to convert pipeline assets into grid-connected power capacity. IREN and Riot Platforms' Texas mining operations have already received full approval from the ERCOT grid.
德州数据中心审计收紧电力供给，Bernstein：现有比特币矿工及 AI 运营商价值提升
据 The Block 报道，德克萨斯州州长 Greg Abbott 本周一下令要求公用事业委员会（PUCT）及电网运营商 ERCOT 对州内所有在队列中的数据中心项目展开审计，ERCOT 随即暂停了原定本月公布结果的"Batch Zero"大型用电审批流程。目前数据中心申请占 ERCOT 474GW 互联队列的约 90%。 Bernstein 分析师在周二发布的客户报告中指出，此次监管审查将抑制投机性开发、压缩新增电力容量供给，从而提升已获批电力容量的稀缺价值，利好现有比特币矿企及 AI 运营商。报告点名 Cipher Digital（CIFR）、CleanSpark（CLSK）及 Core Scientific（CORZ）受审计影响较大，因其近期扩张计划依赖德州电网接入；而 Terawulf（WULF）因电力资产分布于肯塔基、马里兰及纽约等多州，抗风险能力较强；Riot Platforms（RIOT）和 IREN 则因已在 ERCOT 拥有大规模获批运营资产而受益。
Bybit 今日上线 MO、EBAY、CIFR 美股永续合约
Bybit 今日新增 奥驰亚（MOUSDT）、易贝（EBAYUSDT）、Cipher 数字矿业（CIFRUSDT）3 个美股永续合约，最高支持 25 倍杠杆。上线同期享限时手续费优惠：限价单费率 0%，市价单费率 5 折。
德州数据中心审计收紧电力供给，Bernstein：现有比特币矿工及 AI 运营商价值提升
据 The Block 报道，德克萨斯州州长 Greg Abbott 本周一下令要求公用事业委员会（PUCT）及电网运营商 ERCOT 对州内所有在队列中的数据中心项目展开审计，ERCOT 随即暂停了原定本月公布结果的"Batch Zero"大型用电审批流程。目前数据中心申请占 ERCOT 474GW 互联队列的约 90%。 Bernstein 分析师在周二发布的客户报告中指出，此次监管审查将抑制投机性开发、压缩新增电力容量供给，从而提升已获批电力容量的稀缺价值，利好现有比特币矿企及 AI 运营商。报告点名 Cipher Digital（CIFR）、CleanSpark（CLSK）及 Core Scientific（CORZ）受审计影响较大，因其近期扩张计划依赖德州电网接入；而 Terawulf（WULF）因电力资产分布于肯塔基、马里兰及纽约等多州，抗风险能力较强；Riot Platforms（RIOT）和 IREN 则因已在 ERCOT 拥有大规模获批运营资产而受益。
Bitcoin Mining Companies AI Infrastructure Index Falls 16% in Past Month, Executives at TeraWulf and Others Reduce Holdings
the TEM AI Infrastructure Growth Index has declined by 16% over the past month. Beowulf E&D Holdings, managed by TeraWulf Chairman and CEO Paul Prager, sold 275,000 shares of TeraWulf stock on June 29 at an average price of $26.596 per share, generating total proceeds of approximately $7.3 million. Since the end of March, Prager and his managed entities have sold a combined total of approximately 1.59 million shares of TeraWulf stock, with total proceeds of around $32.7 million. On July 6, TeraWulf announced a 20-year AI infrastructure leasing agreement with Anthropic, expected to generate approximately $19 billion in contract revenue over the initial term and support around 401 megawatts of critical IT load. Cipher Digital CEO Tyler Page filed documents on July 8 to sell 112,500 shares of CIFR stock, valued at approximately $2.38 million. Riot Platforms CEO Jason Les sold 175,000 shares in May, worth approximately $4.2 million, and sold 250,000 shares on June 22, valued at $7.03 million. Core Scientific Chief Legal and Administrative Officer Todd DuChene filed documents on July 6 to sell 140,000 shares, valued at $3 million. On June 30, the IREN board approved granting 9,099,328 restricted stock units each to co-CEOs William Roberts and Daniel Roberts. (Bitcoin.com News).
“New Stock God” Serenity: NBIS Market Cap Reaches $60 Billion, Approaching the Set Target of $100 Billion
"New Stock God" Serenity stated on the X platform that AI infrastructure company Nebius (NASDAQ: NBIS) has continued to show strong performance recently, not only outperforming the broader market but also surpassing the Neocloud concept stock basket composed of IREN, Cipher Mining (CIFR), and others. Serenity also described Nebius's recent market performance as having "anime plot armor," expressing optimism about its sustained upward momentum.After Microsoft's earnings report release last year, Serenity predicted that Nebius's market cap could reach $100 billion following the release of its Q4 results. Currently, Nebius's market cap has risen to approximately $60 billion, steadily approaching this target.
Canaan Inc. Releases Q1 2026 Financial Results: Total Revenue of $62.7 Million, Cryptocurrency Reserves Reach New High
Canaan Inc. announced its first-quarter 2026 financial results. The report shows total revenue of $62.7 million, in line with prior guidance; net loss amounted to $88.7 million. As of March 31, 2026, the company’s cryptocurrency reserves reached a record high of 1,807.60 bitcoins and 3,951.53 ether. Operationally, the aggregate installed hash rate capacity across the company’s ten co-mining projects reached approximately 11 EH/s, representing a 10.7% sequential increase; the company mined 257 bitcoins during the quarter. Strategically, Canaan acquired a 49% equity stake in the ABC project located in West Texas from Cipher Mining; the project-level operational hash rate stands at approximately 4.4 EH/s. Additionally, the company deployed a “hash-rate-to-thermal-energy” project in Northern Europe, with a planned total capacity of approximately 8 megawatts. Canaan expects total revenue for the second quarter of 2026 to range between $35 million and $45 million.
Bitcoin mining company Cipher Digital secures $200 million credit facility to accelerate HPC expansion
According to GlobeNewswire, Nasdaq-listed Bitcoin mining company Cipher Digital announced it has secured a $200 million revolving credit facility backed by multiple global financial institutions. The new capital will be used to enhance liquidity and further expand its AI and HPC data center platform capabilities. Additionally, the company disclosed in its Q1 financial report revenue of $35 million and the signing of its third AI data center campus lease agreement.
Related news
Bybit 今日上线 MO、EBAY、CIFR 美股永续合约
Bybit 今日新增 奥驰亚（MOUSDT）、易贝（EBAYUSDT）、Cipher 数字矿业（CIFRUSDT）3 个美股永续合约，最高支持 25 倍杠杆。上线同期享限时手续费优惠：限价单费率 0%，市价单费率 5 折。
Loss of $47.7 Million, Cipher Digital Sells 1,619 Bitcoin
Odaily News: Bitcoin mining company Cipher Digital sold 1,619 Bitcoin, generating $123 million in proceeds and confirming a loss of $47.7 million. According to its filing, interest expenses totaled $66.7 million, while mining revenue stood at $24.8 million. As of the end of June, Cipher held 646 Bitcoin, valued at $37.8 million. Quarterly mining revenue declined compared to $43.6 million in the same period last year, with a second-quarter loss of $23.5 million.
Listed Bitcoin mining company Cipher Digital sells 470 BTC to fund AI data center development, now holds 646 BTC
Odaily News: BitcoinTreasuries.NET posted on X platform that listed Bitcoin mining company Cipher Digital has sold 470 BTC to fund AI data center development, and currently holds a total of 646 BTC. Its Bitcoin 100 ranking is 58th.
Texas Pauses Approvals for ERCOT-Related Data Centers; Bitcoin Miners with Approved Power Contracts Likely Unaffected
Odaily News – Texas Governor Greg Abbott on Monday directed the Texas Public Utility Commission and the Electric Reliability Council of Texas (ERCOT) to audit all data centers seeking to connect to the state's power grid, and paused approvals for ERCOT-related data center projects. The audit timeline has not been disclosed. Bernstein analysts stated that most Bitcoin mining firms operating in Texas have already signed approved power capacity contracts, and their operations are not expected to be affected by the approval pause. They believe the audit will curb speculative data center pipelines, making real sites with development history more valuable. The analysts noted that Cipher Digital, Core Scientific, and CleanSpark's Texas operations may become more vulnerable to public opposition to data center expansion during future ERCOT approval processes to convert pipeline assets into grid-connected power capacity. IREN and Riot Platforms' Texas mining operations have already received full approval from the ERCOT grid.
德州数据中心审计收紧电力供给，Bernstein：现有比特币矿工及 AI 运营商价值提升
据 The Block 报道，德克萨斯州州长 Greg Abbott 本周一下令要求公用事业委员会（PUCT）及电网运营商 ERCOT 对州内所有在队列中的数据中心项目展开审计，ERCOT 随即暂停了原定本月公布结果的"Batch Zero"大型用电审批流程。目前数据中心申请占 ERCOT 474GW 互联队列的约 90%。 Bernstein 分析师在周二发布的客户报告中指出，此次监管审查将抑制投机性开发、压缩新增电力容量供给，从而提升已获批电力容量的稀缺价值，利好现有比特币矿企及 AI 运营商。报告点名 Cipher Digital（CIFR）、CleanSpark（CLSK）及 Core Scientific（CORZ）受审计影响较大，因其近期扩张计划依赖德州电网接入；而 Terawulf（WULF）因电力资产分布于肯塔基、马里兰及纽约等多州，抗风险能力较强；Riot Platforms（RIOT）和 IREN 则因已在 ERCOT 拥有大规模获批运营资产而受益。
Google Builds $200 Billion AI Chip Infrastructure Financial Network
According to Yonhap News Agency, Google, in order to expand the market penetration of its self-developed AI chip TPU, partnered with institutions such as Broadcom, Apollo, and Blackstone to build an infrastructure finance network with a total scale of approximately $200 billion (approximately 286 trillion Korean won), considered one of the largest projects in the history of infrastructure financing. It is reported that Google signed a TPU supply agreement with Anthropic and funded the construction of data centers to lease to the latter; to diversify the risk of direct ownership, the parties jointly established a Special Purpose Vehicle (SPV) "Compute", which completed the procurement of the first batch of 1 million TPU hardware units for $35 billion last month, with funds jointly provided by Apollo and Blackstone, and Broadcom providing a residual value guarantee. In addition, Google also brought in crypto mining companies such as TerraWolf, Cipher Digital, and Hut 8 to transition to constructing data centers and be responsible for power assurance.