Energy

aibitcoin-miningenergy

Energy Is the Only Moat: Why the AI Giants Are Paying Billions for Power

Google and Anthropic just agreed to pay SpaceX roughly $2.2 billion a month for compute. The real story is older than AI: whoever controls the power controls the future. Why energy, not algorithms, is the moat.

6/8/20265 min read

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Solar Energy and Bitcoin Mining: The Case Is Stronger Than Critics Think

ENGIE just activated an 895 MW solar plant in Brazil and is evaluating Bitcoin mining as a way to absorb curtailed power. The criticism that Bitcoin mining wastes energy misses a fundamental point about how electricity markets actually work.

5/1/20265 min read

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AI Is Burning Through Power Like Nothing Before. Bitcoin Miners Already Know How to Handle It.

The IEA now projects AI data centers will consume 1,100 TWh in 2026, the equivalent of Japan's entire national electricity grid. The industry scrambling to build power infrastructure for AI has a lot to learn from the people who have been building it for years.

5/1/20265 min read