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#AI infrastructure

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Plunging GPU Prices Threaten AI Hosts as New Hedges Step In
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Plunging GPU Prices Threaten AI Hosts as New Hedges Step In

Key Highlights: Bitcoin mining services firm Luxor is expanding into artificial intelligence infrastructure by offering cash-settled compute derivatives designed to hedge GPU rental price volatility. Financial contracts offer data center operators predictable baseline revenue without binding long-term client commitments, though basis risk and counterparty exposure remain significant challenges. Institutional momentum is growing across the sector, ...

Broadcom to Lend Anthropic Up to $42 Billion for AI Infrastructure
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Broadcom to Lend Anthropic Up to $42 Billion for AI Infrastructure

Key Highlights Broadcom’s financing could cover roughly 33% of Anthropic’s $125.2 billion, five-year TPU lease commitment. Anthropic has expanded its collaboration with Google and Broadcom to 5 gigawatts of next-generation TPU capacity starting in 2027. The arrangement highlights growing concerns about AI providers financing customers that then invest heavily in the providers’ own technology. Broadcom ...

Riot Clears $200M Coinbase Loan, Frees $341M in Bitcoin Collateral
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Riot Clears $200M Coinbase Loan, Frees $341M in Bitcoin Collateral

Key Highlights Riot Platforms fully repaid its $200 million Bitcoin-backed credit facility from Coinbase Credit on September 21, 2025, releasing 5,821 BTC, USDC, and cash held as collateral. The repayment carried no early termination fee and followed an April 2026 amendment that fixed the interest rate at 6.15% annually, replacing the original floating rate. Simultaneously, ...

Nvidia Invests $3 Billion in SB Energy Ahead of $50 Billion IPO
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Nvidia Invests $3 Billion in SB Energy Ahead of $50 Billion IPO

Key Highlights Nvidia is investing an additional $1.5 billion in SB Energy through Class N non-voting shares, raising its total equity commitment to $3 billion ahead of the company’s planned Nasdaq IPO. SB Energy’s PORTS-Pike Technology Campus in Ohio, leased long-term to OpenAI with an exclusive Nvidia chip mandate, is designed for 4.25 gigawatts of ...

CoreWeave Shares Drop 32% Since Joining the Nasdaq 100
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CoreWeave Shares Drop 32% Since Joining the Nasdaq 100

Key Highlights CoreWeave shares have fallen approximately one-third since joining the Nasdaq 100 on June 22, 2026, despite the company reporting doubled second-quarter revenue and a $104 billion revenue backlog. Company insiders — including CEO Michael Intrator, co-founder Brannin McBee, and other C-suite executives — have sold more than $600 million in stock since the ...

US House Passes Bill to Make Data Centers Pay More of Their Grid Costs
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US House Passes Bill to Make Data Centers Pay More of Their Grid Costs

The U.S. House of Representatives passed the Ratepayer Protection Act (H.R. 9340) on Wednesday by a vote of 417-3, marking the first congressional bill to address the economic impact of rapidly expanding data centers on the nation’s power grid. Federal Standard for Large-Load Cost Allocation The legislation establishes a federal standard requiring state utility regulators ...

Bitcoin Mining Generates 90% of HIVE’s $1 Million Daily Revenue Amid Ongoing AI Expansion
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Bitcoin Mining Generates 90% of HIVE’s $1 Million Daily Revenue Amid Ongoing AI Expansion

HIVE Digital Technologies Reports $1 Million Daily Revenue Average, Driven by Bitcoin Mining HIVE Digital Technologies disclosed that its combined Bitcoin mining and GPU cloud operations generated more than $1 million in average daily revenue from August 21 through September 10, offering a concrete measure of how the company’s artificial intelligence pivot is contributing to ...