All Cryptomat articles tagged #hpc.
OpenAI and Anthropic are scouting 20-30 MW AI cluster sites across the UK and Nordics, per CryptoBriefing, escalating the compute race that has repriced…
Lumentum sales more than doubled on surging AI orders, flagging optical component bottlenecks that could slow hyperscaler data center buildouts feeding crypto…
Nvidia signed Texas data center leases worth up to $50B on Tuesday, locking in capacity for hundreds of thousands of GPUs and reshaping AI infrastructure…
BlackRock says AI will double global data center demand by 2030, straining power grids and pulling capital into compute infrastructure and crypto-adjacent bets.
Meta raised 2026 capex guidance to $145B after posting $56B in Q1 revenue, a build-out that pulls Bitcoin miners, energy markets, and stablecoin rails into…
Q1 2026 crypto miner earnings start this week, and the read-through is simple: can AI hosting revenue plug the post-halving margin hole or not.
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