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TeraWulf's $19B Anthropic Deal vs. $12B Market Cap: Bitcoin Miners Win the AI Race
TeraWulf's $19B Anthropic contract dwarfs its $12B market cap. Bitcoin miners are becoming AI data center landlords, and markets are pricing them wrong.
Google to Pay SpaceX $920M Monthly for AI Compute Power
Google will pay SpaceX $920 million per month for GPU access, disclosed June 5, 2026. The real AI bottleneck in 2026 is no longer chips: it's electricity.
AI's Power Hunger: The Energy Bottleneck Threatening Its Growth
AI's real constraint isn't chips or models: it's electricity. Data center demand is set to quadruple by 2034, per BloombergNEF, and two-thirds may go unmet.
AI Energy Use: Data Centers Racing Toward 950 TWh by 2030
Global data centers will consume 485 TWh in 2025, nearly doubling to 950 TWh by 2030, per IEA data. AI is the engine behind this surge.
