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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).

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.