TrendForce2026-09-26 20:35:50TrendForce sees global data center power demand reaching 161 GW in 2026Market research firm TrendForce expects global data center power demand to reach 161 gigawatts (GW) in 2026, according to a report cited by Crypto Briefing and carried by Techub News. The projection points to continued growth in electricity consumption from data centers worldwide. TrendForce said that rising demand from the sector could put pressure on power grids on a global scale. The report also said that higher electricity use may lift power costs and affect broader energy infrastructure. The update was published by Techub as a brief market analysis item.270
David Sacks2026-09-03 15:44:46David Sacks on AI Data Centers at G20: Economic Benefits and Community ChoiceVenture capitalist David Sacks spoke at the G20 Ministerial Meeting this week, arguing that properly built AI data centers can reduce electricity costs and bring significant economic benefits to local communities, while emphasizing that choice remains with the communities.740
Barclays2026-08-25 22:02:46Barclays flags political risk for AI trade as U.S. voter backlash buildsBarclays’ strategy team said the rapid buildout of AI infrastructure is starting to trigger voter backlash across both U.S. political parties, creating a potential political risk for the widely favored AI trade. The bank said data center construction is turning AI into a cost-of-living issue, with voters unhappy about rising electricity bills. Barclays also warned investors that the AI trade lacks fresh upside catalysts at this stage, which could leave related stocks exposed to policy pressure. The call points to a shift in focus from growth expectations alone to the real-world costs tied to supporting AI expansion. According to the note cited by ChainCatcher, concerns around power demand and household electricity costs are becoming part of the political conversation, adding a new source of risk for AI-linked equities.830
Bitcoin minin2026-07-09 05:38:13Top 5 Cheapest US States for Bitcoin Mining: Louisiana Leads With Low Electricity CostsA new study by Crescent Electric reveals Louisiana as the cheapest US state for Bitcoin mining, with an average cost of $3,224 per BTC. Tennessee, Washington, Idaho, and Arkansas follow, while Hawaii tops the expensive list at nearly $9,500 per coin.1820
Bitcoin Minin2026-06-28 19:01:01BIT Research: The 2028 Halving Is Not the End – Bitcoin Mining's Real Shakeout BeginsBitcoin mining is undergoing a complex structural adjustment. At a BTC price of ~$61,000 and hashrate near 1 ZH/s, miners' profitability is deteriorating. Theoretical daily revenue stands at ~$78M, but actual revenue is only ~$33M — a 136% gap. Fee income averages just $220K/day, far below the historical implied ~$9.7M. On the cost side, total miner revenue in 2025 was ~$17.2B, with electricity costs alone at ~$12.3B (71.5% of revenue). The industry's breakeven price is ~$65,000, meaning mining alone is barely profitable. The 2028 halving will push production costs to ~$93,289, accelerating consolidation toward large, diversified operators with low-cost power and AI/HPC hosting capabilities.1440
