HeyJaredMiner Weekly
Through Miner Weekly, BlocksBridge Consulting delivers curated news on energy, compute, infrastructure, and data analysis from its news and research arm, TheEnergyMag
- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 24, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 9, 2026
Latest issues
The Data Center Boom Is Fueling an American Civil War (opens the original)
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GDA used BraiinsOS on 40MW and
AI Could Slow Down – But $35B in Debt Financing Won’t Wait. (opens the original)
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The debate over slowing artificial intelligence has reached an industry that has already borrowed heavily to build for its acceleration.Anthropic CEO Dario Amodei’s weekend proposal to pace frontier model development drew support from Sam Altman and Elon Musk, putting the speed of AI advancement under scrutiny from the executives driving it. Amodei explicitly distinguished pacing capabilities from halting model training or technical progress.Investors nevertheless reassessed the infrastructure t
ERCOT Batch Zero: A New Scoreboard in the AI Power Arms Race (opens the original)
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Bitcoin miners have found a new way to flex.In 2021, they competed on mining machine preorders and exahashes promised. In 2024 and 2025, the contest shifted toward HPC contracts: who could sign a major customer and announce the biggest deal. Now the competition reaches further upstream, to the electricity those computing ambitions require.Over the past week, a flurry of ERCOT Batch Zero announcements shows how a power arms race is playing out, with companies turning their standing in the Texas i
Bitcoin Miners Unplug 23% as AI Revenue Surges 52% (opens the original)
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Bitcoin’s second-quarter unplug looked like capitulation. It wasn’t.Public miners analyzed by TheEnergyMag shed an estimated 56 EH/s of realized hashrate over the first half of 2026—a 15% contraction compared to the 10% drop across the Bitcoin network. Much of that power was not leaving compute altogether. It was being redirected toward the AI retrofit.The change has appeared in the income statement. Directly reported HPC and AI revenue among the comparable miners rose 52% from the first quarter
Bitcoin Leaves the AI Trade Behind — and Three Miners Come Back to Life (opens the original)
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Bitcoin’s sharpest weekly advance in more than three years has reordered the digital-infrastructure trade, leaving most AI-linked stocks behind and reviving a handful of bitcoin miners that only recently faced pressure to keep their shares above exchange listing thresholds.Bitcoin gained 22.49% over the month through early August 26, according to the TradingView comparison supplied by TheEnergyMag. Among the tracked equities, only Canaan, American Bitcoin and Cango did better, rising 66.99%, 53.
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