Market Update
It was a mixed week for the sector: 46 of the names we track fell versus 40 that rose (median -0.6%). SEI (22.43%), ANY (17.02%) and BW (11.69%) led top gains. Bitcoin mining Index had 3.9% gains over the last 5 days.
Major Company Updates
- IREN's 2GW Sweetwater Hub included as base load in ERCOT Batch Zero (link)
- Oracle announces Q1 results driven by triple digit growth in cloud infrastructure revenues (link)
- Soluna finishes Kati 1 and secures conditional base load position for all 166 MW in ERCOT (link)
- NVIDIA expands AI infrastructure capacity in partnership with Australia's data center ecosystem (link)
- HIVE's BUZZ HPC appoints AI and HPC veteran Mark Volk as senior vice president, revenue; HIVE surpasses $1 million in average daily revenue (link)
- Galaxy provides update on ERCOT Batch Zero large load classifications (link)
- Digital Realty strengthens Nairobi as East Africa digital gateway with new data center (link)
As always, feel free to drop us a message for any suggestions, feedback, or just to say hi.
Thanks for being part of our journey - see you next week!
Cindy & the Ziven Team 馃挏