Energy Investors Forum (EIF)

The future of AI infrastructure will be shaped where power, compute, and capital meet. Introducing the Energy Investors Forum (EIF). July 23-24, 2026 | Dallas, Texas #EIF2026 #datacenter #Energy #AI #HPC #Infrastructure

The #AI data center boom in the U.S. is becoming a power story as much as a technology story. Data shows nearly 4,000 existing data centers across the country — with Texas and Virginia dominating the map. But what’s coming next may be even bigger. 🧵

What if #Bitcoin mining and #AI data centers are actually the same business—just at different stages of evolution? Our latest infographic (commissioned by @Bitdeer) breaks down the shared “compute stack” behind both and why the lines between them are starting to blur.

How are Bitcoin mining and HPC changing energy markets? MARA (@MARA) CEO Fred Thiel (@fgthiel) joined CleanSpark (@CleanSpark_Inc) CEO Matt Schultz (@smatthewschultz) in a panel moderated by BlocksBridge Consulting (@BlocksBridge_) Founder Nishant Sharma (@nishantsharma87). Check out the full talk here:

$RIOT @RiotPlatforms just rewrote its $200M #Bitcoin-backed loan with @coinbase $COIN. It looks minor but tells us something about how stressed — and evolving — miner financing has become👇

Maine Governor Vetoes Data Center Moratorium, Citing $550M AI Project #DataCenters #Maine theenergymag.com/news/2026-04-2…

Brookfield-Backed Csquare Files Confidentially for AI-Fueled US IPO #USA #Brookfield theenergymag.com/news/2026-04-2…

A somewhat rough and inaccurate scaled up and slowed down approximation of how quantum computation works. Superposition settling on a single answer via entanglement.

EIF speaker @FinancialErnie on why flexible load may be one of the key unlocks for AI growth, bitcoin mining and the grid. Read the piece below, then join us in Dallas on July 23-24 for EIF. Early bird tickets are available now: energyinvestorsforum.com #AI #bitcoinmining #infrastructure

JUST IN: The U.S. Nuclear Regulatory Commission has renewed Duke Energy's Robinson Nuclear Plant operating license for 20 more years, allowing it to operate until 2050. @DukeEnergy $DUK

$CORZ @Core_Scientific just raised $3.3B riding the #AI infrastructure debt boom. Most news coverage focused on the headline: another massive AI debt deal. But buried in the filing is something far more revealing: A detailed, site-by-site look at the data centers, construction progress, and cash flows supporting the bond. Our latest issue breaks down the illustrative financials — and the infrastructure behind it 👇

Nscale, BT Plan UK Sovereign AI Data Centers With NVIDIA Stack #DataCenters #UK theenergymag.com/news/2026-04-2…

The game theory in AI has shifted. Having a leading foundational model is important but increasingly it is the zoning approved, powered land that is the gating bottleneck. Add turnkey access to silicon and it’s checkmate. If you have that, you have immense negotiating leverage right now. As data centers get voted down, this leverage will only increase. Elon just proved it with Cursor. Now imagine the deals that OpenAI and Anthropic will have to do in the next few years? The Amazon-Anthropic deal was an appetizer. If you are a sharp on the other side who owns the right assets… 🤤

Google Announces New Eighth-Gen TPUs, Splitting Architecture to Power "Agentic Era" $GOOG theenergymag.com/news/market-ne…

Ranked: The Countries With the Most Data Centers 🖥️ visualcapitalist.com/ranked-the-cou…

$AA @Alcoa is close to offloading a shuttered smelter to @NYDIG, highlighting a bigger shift: Closed aluminum plants—once victims of high power costs—are now being reborn as hubs for #Bitcoin mining and #AI. Why? • Existing grid connections • Large power capacity • Access to low-cost energy (like hydropower) In a world where new power is hard to secure, these sites are effectively “plug-and-play” for compute.

Breaking: Public bitcoin miners liquidated a record 32,000+ BTC in Q1 2026. 📉 This volume already exceeds net sales across all of 2025 combined. While @MARAHoldings, @CleanSpark_Inc, @RiotPlatforms, and @bitdeer shore up liquidity, a major divergence is forming. 🧵👇

A record-breaking 32,000+ BTC liquidated in a single quarter. 📉Public bitcoin miners have sold more $BTC in Q1 2026 than in all of 2025 combined. But this record liquidation does not tell a uniform story.The industry is fragmenting. 🧵👇

Microsoft Secures 3,200 Acres for Massive Cheyenne Data Center Expansion $MSFT #AI #wyoming theenergymag.com/news/market-ne…

🧠⚡️ If 2021 was the year of ASIC-backed loans, 2026 might be the moment #ComputeFi grew up. @CoreWeave 's credit agreement reads like a blueprint for how Wall Street wants to finance #AI compute, like #infrastructure. 🧵👇...1/7

Today’s issue of #MinerWeekly gets at a big part of the thesis behind EIF. The hardest part of the AI infrastructure buildout is no longer raising capital. It is turning #capital into energized sites, productive capacity, and real monetization.🧵👇 #AI #HPC #infrastructure