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

I’m excited to speak at @EIF_Global 2026 in Dallas. EIF brings together investors, energy operators, data center leaders, miners and infrastructure companies at the intersection of energy, compute and capital. Use code EIF20 for 20% off 🔗 EIF2026.com #EIF2026 $SLNH @SolunaHoldings

.@ERCOT_ISO's 4CP season is already underway — and the peak-cost game is getting harder. This week’s #MinerWeekly looks at how Texas’ #AI load boom is putting pressure on 4CP, why regulators are weighing a broader 12CP framework, and what it means for public #Bitcoin miners with 5.1 GW of operational capacity in the state. Cheap power alone may not be enough. Precision curtailment is becoming part of the mining stack.

I’m excited to speak at @EIF_Global 2026 in Dallas. EIF brings together investors, energy operators, data center leaders, miners and infrastructure companies at the intersection of energy, compute and capital. 🎟 Use code EIF20 for 20% off 🔗 EIF2026.com #EIF2026 #AI #Energy #Compute #EnergyInfrastructure #AIInfrastructure #DataCenters #BitcoinMining #DigitalInfrastructure

WATCH: @matthew_sigel talks about capital rotating into AI and his long-term outlook on bitcoin:native

JUST IN: Duke Energy to receive $61.8 million in federal grants for coal plant upgrades, including $33.4 million for East Bend Station in Kentucky and $28.4 million for Roxboro Station in North Carolina. @DukeEnergy $DUK

WATCH: Stephen Byrd from Morgan Stanley on Bitcoin miners' unique position to support hyperscalers with their growth He covers companies such as @CipherInc, @TeraWulfInc, @bitdeer, and @galaxyhq as examples for this strategic shift

#Bitcoin miners used to be a leveraged #BTC trade. When bitcoin pumped, miners pumped harder. When bitcoin crashed, miners usually crashed harder. That relationship has started to break more prominently since May. New #MinerWeekly: The Great Bitcoin Decoupling.

TransAlta to Acquire Colorado Natural Gas Assets for US$1 Billion $TAC theenergymag.com/news/market…

JUST IN: $IREN @IREN_Ltd is scaling its #AI data center ambitions into Australia. The company signed a transmission connection agreement for a planned 800MW data center campus in Bundey, South Australia — its first announced Australian data center project. Key points: • 4× 330kV feeder exits secured • Up to 800MW without network upgrades • Energization expected from 2028 • Submarine fiber access to APAC markets • 200 ongoing jobs, 500 construction jobs The project gives IREN a foothold in one of the fastest-growing AI infrastructure markets, with South Australia targeting 100% net renewable energy by 2027.

JUST IN: USA Rare Earth plans to build a $1.2 billion facility at the Bailey Industrial Site in South Carolina, aiming to expand its rare earth processing capacity. $USAR

🔦 Speaker spotlight: @investmattallen, Founder & CEO of @bean_wealth, joins the EIF 2026 speaker lineup. Matt leads a financial media and investment research platform reaching millions of investors across newsletters, podcasts, YouTube channels and digital media brands. Through BeanResearch, his team focuses on technology, AI infrastructure and geopolitical investing themes shaping global markets. As energy demand, AI infrastructure and capital markets converge, retail investors need better ways to understand the opportunity. That is why this conversation belongs at EIF. 📍Dallas | July 23, 2026 🎟 Use code EIF20 for 20% off tickets 🔗EIF2026.com #EnergyInvesting #AIInfrastructure #RetailInvestors #CapitalMarkets #EIF2026 #AI #NASDAQ #DataCenter #BitcoinMining #Infrastructure #Energy

Bitdeer Breaks Ground on 100 MW Alberta Site With On-Site Gas Power $BTDR theenergymag.com/news/market…

$HIVE @HIVEDigitalTech's 10-K shows how it used #bitcoin itself to fund a major hashrate surge. Key points: • 2,139 #BTC used as equipment deposits • Helped add 18 EH/s across 300 MW in Paraguay • Installed hashrate reached 25.5 EH/s • 799 BTC repurchased, generating a $12.8M gain • 1,452 BTC repurchase options expired unexercised as the strike price was above spot That effectively left Bitmain accepting the downside of the BTC-linked structure, while HIVE kept the machines that powered its Paraguay buildout. With quarterly production running above 800 BTC, $HIVE could theoretically mine back the bitcoin in a few quarters, assuming network hashrate stays steady.

JUST IN: $IREN just secured $3.6B of project financing for its Microsoft-backed #GPU buildout — another sign that the AI data center boom is lowering #bitcoin miners’ cost of capital. • $2.1B senior notes at 5.96% • $1.5B delayed draw term loan at SOFR 2.25% • Indicative blended cash interest: ~5.94% • Secured by GPUs, Hardware 3 equity and Microsoft contract cash flows This is the same broader playbook behind $CRWV CoreWeave’s GPU-backed financing and the infrastructure-backed financings from miners like $CORZ and $HUT 8

.@nvidia and @Microsoft Launch RTX Spark Superchip for Local AI Agent Integration $NVDA $MSFT #Spark #Superchip theenergymag.com/news/market…

NVIDIA Launches DSX Platform to Standardize AI Factory Infrastructure and Grid Interaction $NVDA theenergymag.com/news/market…

SoftBank Commits Up to €75 Billion for 5 GW AI Data Center Buildout in France #DataCenters #Softbank theenergymag.com/news/2026-0…

🔦 Speaker spotlight: @SGBarbour, Founder of @upstreamdatainc, joins the EIF 2026 speaker lineup. Steve founded Upstream Data after a decade as a mechanical engineer optimizing oil and gas facilities. A pioneer in distributed energy and computing systems, Steve has built his work around a clear idea: wasted energy can become valuable compute. His perspective sits at the intersection of oil and gas, bitcoin mining, field engineering and energy efficiency. 📍 Dallas | July 23, 2026 🎟 Use code EIF20 for 20% off tickets 🔗 EIF2026.com #BitcoinMining #OilAndGas #EnergyInfrastructure #DigitalInfrastructure #EIF2026 #AI #Infrastructure #DataCenters #Energy #Gas #Power #Oil

Core Scientific CEO: AI Data Center Build Costs Climb Toward $12M Per MW $CORZ theenergymag.com/news/2026-0…