Riot Platform2026-07-24 01:05:16Bitcoin Miner Riot Shares Jump 8% as AMD Doubles Data Center Capacity to 50MW in AI PivotRiot Platforms shares rose ~8% after AMD exercised an option to double contracted capacity to 50MW at its Texas campus, with potential to reach 150MW. The 10-year deal could generate $636 million. Riot also refinanced its Coinbase credit facility, cutting rate to 6.15% and freeing 1,544 BTC collateral.480
SpaceX2026-07-24 00:45:15SpaceX IPO Filing Warns Orbital AI Plans May Not Be Commercially Viable, Contradicting MuskElon Musk publicly says space AI data centers are the only path for expansion, but SpaceX's IPO filing cautions that the plans involve unproven technology and may never become commercially feasible.460
Riot Platform2026-07-23 18:05:14Activist Investor Starboard Urges Riot Platforms to Pivot from Bitcoin Mining to AI Data Centers, Valuing Potential at $21BActivist investor Starboard Value sent a letter to Riot Platforms demanding a pivot from Bitcoin mining to AI/HPC data centers. Riot's 1.7GW power assets and AMD deal are highlighted, with a potential equity value of $9B-$21B. If no action, Riot could become an acquisition target.420
Hut 82026-07-23 14:05:15Bitcoin Miner Hut 8 Signs $9.8B AI Data Center Lease, Shares Surge 33% to All-Time HighHut 8 signed a 15-year, $9.8B AI data center lease for its Texas facility, driving shares up 33% to a record $109.88. Originally slated for Bitcoin mining, the 352 MW site pivoted to AI computing, with total contracted AI capacity reaching 597 MW and potential value up to $25.1B.520
bitcoin miner2026-07-23 11:30:15Bitcoin Miner MARA Jumps 17% as Starwood Deal Pivots to AI Data CentersMARA Holdings shares surged 17% after partnering with Starwood Capital to convert bitcoin mining sites into AI data centers. The firms target 1 GW near-term capacity, expanding to 2.5 GW.580
Iran2026-07-23 10:55:15Iran Names Abu Dhabi Stargate AI Site as Target, but the $30 Billion Project Has Not Started ConstructionIran’s IRGC publicly identified Abu Dhabi’s Stargate AI data center as a potential strike target, yet the $30 billion project is still not under construction and is only expected to begin in late 2026.450
Nokia2026-07-23 09:00:15Nokia Beats Q1 Profit Estimates as AI Data Center Pivot Starts to Show ResultsNokia reported adjusted operating profit of 281 million euros for Q1 2026, beating analyst estimates of 244 million euros. The company said growth was driven by AI and cloud customers as it shifts toward data center connectivity.420
Kioxia2026-07-23 08:05:15Goldman Sachs Lifts Kioxia Target to 116,000 Yen for Second Time in a Month, NAND Shortage May Extend to 2028Goldman Sachs raised Kioxia's 12-month target to 116,000 yen on June 30, maintaining a buy rating. The bank sees NAND supply-demand tightening beyond expectations, with the price upcycle likely stretching into mid-2027 or even 2028, driven by AI data center demand.460
