Data Centers

Inside France’s strict rules for selling majority stake of its state energy cloud to U.S. bitcoin miner
The French government imposed conditions, including a 10% stake by NJJ Capital, to address national interest concerns.

Bitcoin miner Bitdeer tumbles 17% as $300 million convertible note offering spurs dilution fears
The Singapore-based bitcoin miner and AI data center firm is raising capital to repurchase notes and fund expansion.

Bitfarms shares surge after it ditches its 'bitcoin company' identity and doubles down on AI with U.S. move
The company said it will focus on building data centers for high-performance computing and artificial-intelligence workloads.

WhiteFiber NC-1 deal is promising, says B. Riley, seeing 127% upside after stock price plunge
The analyst team said the first long-term co-location agreement at NC-1 validates WhiteFiber’s retrofit model.

WhiteFiber signs 10-year, 40 MW colocation deal with Nscale valued at about $865 million
The firm's Enovum unit will deliver 40 megawatts of critical IT load in two phases at a campus in Madison, North Carolina, under a 10-year agreement.

Northern Data Cut to Hold to Reflect Acquisition by Rumble: Canaccord
The broker downgraded Northern Data to hold from buy and lowered its price target to 15 euros from 27 euros.

Wall Street's Biggest IREN Bull Hiked Price Target to $142 After $9.7B Microsoft AI Deal
The bitcoin miner turned AI infrastructure play received three price target raises following yesterday's news, including from Bernstein, which lifted to $125.

Cipher Mining Surges 19% $5.5B Amazon Web Services HPC Deal
The crypto miner is pushing deeper toward AI infrastructure with AWS lease, new West Texas data center plans.

Bitcoin Miners Sit on Prime Power Assets as AI Pivot Accelerates: Canaccord
The broker said bitcoin mining still drives nearly all sector revenue even as the narrative shifts toward AI.

TeraWulf Stock Surges 22% After $9.5B Google-Backed AI Compute Deal With Fluidstack
The bitcoin miner turned AI infrastructure firm will co-develop a 168 MW data center in Texas, with long-term revenue locked in.

