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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。
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).
former OpenAI researcher Leopold Aschenbrenner has updated the stock holdings of his "Situational Awareness Fund" as of the end of the first quarter of 2026.The disclosure shows that his major positions are concentrated in AI power, data centers, computing infrastructure, and Bitcoin mining companies. Among them, the Bloom Energy position amounts to $878.7 million, Sandisk to $724.4 million, and CoreWeave to $556.1 million.Additionally, he holds significant positions in mining companies and AI infrastructure firms such as Iren Limited, Core Scientific, Applied Digital, Riot Platforms, Cleanspark, Bitdeer, and Bitfarms and holds stocks semiconductor-related stocks including AMD, Intel, TSMC, ASML, and Micron.
Odaily Bitcoin mining company TeraWulf announced its Q1 financial report, showing that its high-performance computing (HPC) business has surpassed Bitcoin mining revenue for the first time, marking a critical phase in the company's transition to AI and cloud computing infrastructure. The company's total Q1 revenue was $34 million, roughly flat compared to the same period last year. HPC leasing revenue reached $21 million, exceeding digital asset mining revenue of less than $13 million for the first time, becoming the primary revenue source.The financial report also showed that the company's net loss widened to $427.6 million, primarily due to non-cash warrant revaluation. However, CFO Patrick Fleury emphasized that the company is shifting from "volatile mining revenue" to "stable long-term computing power contract revenue."Currently, 60MW of HPC capacity at TeraWulf's Lake Mariner data center in New York has begun generating revenue, with plans to continue expansion within the year. Meanwhile, the company is retrofitting some of its mining infrastructure into AI/HPC computing resources to support hyperscale computing demand. This trend continues to spread across the industry, with Bitcoin miners like Riot Platforms also diversifying their revenue structures through data center and AI contracts, gradually transitioning into "computing infrastructure companies." (The Block)
according to financial data released by Riot Platforms, the company recorded $33.2 million in data center revenue for the first time in the first quarter. A significant portion of this revenue came from lower-margin tenant retrofitting services, which involve procuring and installing specific equipment for clients. Notably, AMD has chosen to exercise its option to double its contracted capacity from 25 MW to 50 MW, with the possibility to further expand to 200 MW in the future. Currently, 5 MW of capacity related to the AMD deal has been delivered and is generating revenue, with the remaining initial capacity expected to come online in the second quarter. Additionally, Riot Platforms reported total revenue of $167.2 million for the first quarter, with its core Bitcoin mining business contributing $111.9 million. The company currently holds 15,679 Bitcoins (valued at approximately $1.2 billion), making it the world's seventh largest public holder of Bitcoin. (The Block)
Odaily News Riot Platforms' data center head, Jonathan Gibbs, has left the company after less than a year in the role, dealing a setback to the company's transformation towards AI and high-performance computing (HPC). The company's stock price fell approximately 6% on the day of the announcement.Gibbs joined in 2025, tasked with leading Riot's shift from traditional Bitcoin mining to AI and hyperscale data center operations. The reasons for his departure have not been disclosed, and his unvested stock awards (worth approximately $18.7 million) have been forfeited.Despite the short-term uncertainty brought by this personnel change, Riot had previously initiated its transformation. This includes partnering with AMD to build data centers and beginning to leverage its power resources to undertake AI computing business, generating some revenue conversion.To support infrastructure investments, the company has concurrently reduced its Bitcoin holdings. In Q1 2026, it sold approximately 3,778 BTC, raising about $290 million.Market observers believe Riot is at a critical stage of its dual-track transformation of "mining + AI computing power." While executive changes may affect the execution pace, the long-term direction will ultimately depend on its ability to successfully implement its data center business.