Communications strategy for the C-suite of mining & energy infrastructure companies since 2014. Parent of @TheEnergyMag | Organizer of @EIF_Global
San Juan, Puerto Rico
Joined March 2016
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BlocksBridge retweeted
Bloom Energy Reports Q3 2026 Revenue of $1.24 Billion $BE theenergymag.com/news/market…
Next week, we'll be talking with the miners who are still hashing despite all of the recent unplugging
Oct 29 at 4 pm ET - join us here: xitter.cf/i/spaces/1XGygwjqWWyxM…
🤖 Made with AI
Big miners are unplugging for #AI. #Bitcoin’s hashrate is climbing anyway.
The 7-day average is back above 1 ZH/s, its highest since March 3.
Difficulty just rose 5.92%. The current epoch points to another ~5.16% increase in about a week.
Who’s filling the gap? More from the latest #MinerWeekly 👇
theenergymag.com/news/2026-1…
Everyone wants to talk about the miners who pivoted to AI, but nobody is posting about the ones who said no.
The operators still plugged in are mining against much thinner competition.
We’re getting into that on Oct 29.
Join us: xitter.cf/i/spaces/1XGygwjqWWyxM
BlocksBridge retweeted
🚨 $BTDR TRIPLES BITCOIN PRODUCTION AS AI CLOUD BACKLOG SURGES PAST $2.9 BILLION
Bitdeer just released its September 2026 operations update, revealing significant growth in both bitcoin mining and contracted AI infrastructure business.
But there's an important distinction between its growing AI backlog and revenue currently being generated.
Here's the breakdown 👇
⛏️ BITCOIN MINING
▪️ 1,355 BTC mined in September, up 200% YoY from 452 BTC.
▪️ Self-mining hashrate reached 82.3 EH/s, up from 35 EH/s a year ago.
▪️ Co-mining hashrate jumped 33% month-over-month to 28.7 EH/s, with Bitdeer-owned miners operating at third-party sites.
▪️ Bitcoin holdings fell to just 47 BTC, compared with 2,029 BTC a year earlier.
🤖 AI CLOUD & $NVDA INFRASTRUCTURE
▪️ $2.9 BILLION in expected AI Cloud revenue backlog, up from $900 million in August.
▪️ 333.5 MW of secured AI Cloud capacity across Malaysia, Norway and the U.S., representing approximately 95% of Bitdeer's 350 MW target.
▪️ Over 70% of its 21.7 MW A201 facility in Malaysia is covered by customer offtake commitments representing more than $1.7 billion in expected revenue over five years.
▪️ GPU utilization improved from 92% to 95%.
⚠️ HERE'S THE IMPORTANT DISTINCTION:
Despite the more than threefold increase in AI Cloud backlog, Bitdeer's deployed GPU fleet remained unchanged at 4,328, while its annualized recurring revenue stayed flat at approximately $86 million.
The backlog represents expected future revenue, not sales already recognized.
🏗️ WHAT'S NEXT?
Bitdeer is also positioning its 563 MW Rockdale campus in Texas for AI/HPC development following a 200-acre land acquisition, while advancing a separate $4.7 billion colocation agreement in Norway.
The company is simultaneously scaling its bitcoin mining business and developing an AI infrastructure business with multibillion-dollar contracts.
The next test: converting contracted capacity into operating, revenue-generating GPU infrastructure.
Read TheEnergyMag's full breakdown of the September numbers and what they mean for investors 👇
🔗 theenergymag.com/news/market…
$BTDR $BTC $NVDA @Bitdeer @Bitdeer_AI
#BitcoinMining #AI #Infrastructure #DataCenter
We're going live in 10 minutes!
What can AI learn from Bitcoin mining about repair, resale, and hardware value?
Join Mike Groff (RepairBit), @ethan_vera (@Luxor), and @ilyaXindy (@Megawatthq).
Tomorrow at 4 PM ET: xitter.cf/i/spaces/1MKgNbXbWMkxL
GPU depreciation is one of the arguments AI infra bears often lean on.
Today at 4 pm ET, we’re getting into the ASIC and GPU secondary markets, and whether the bears have a point.
Join us👇
What can AI learn from Bitcoin mining about repair, resale, and hardware value?
Join Mike Groff (RepairBit), @ethan_vera (@Luxor), and @ilyaXindy (@Megawatthq).
Tomorrow at 4 PM ET: xitter.cf/i/spaces/1MKgNbXbWMkxL
BlocksBridge retweeted
Time to take a step back from the political debate over #AI #datacenters and rising electricity bills.
Our new explainer series starts with the basics: what you’re actually paying for.
The #AI boom is becoming an electricity-bill debate—and a midterm election issue.
Are #datacenters the problem? Introducing TheEnergyMag’s four-part explainer series.
With November approaching, concerns about data centers and household energy costs are moving from town halls to the campaign trail. Residents want to know whether they’ll be left paying for infrastructure built to serve Big Tech.
But understanding what a new data center could add to your bill starts with understanding what’s already in it.
Electricity costs cover more than the power you use. They also cover the system that gets it to your home.
EIA’s national electricity price breakdown for 2025 illustrates the split:
⚡ 56%: generating electricity
🗼 14%: moving it over long distances
🏘️ 30%: delivering it locally
What can AI learn from Bitcoin mining about repair, resale, and hardware value?
Join Mike Groff (RepairBit), @ethan_vera (@Luxor), and @ilyaXindy (@Megawatthq).
Tomorrow at 4 PM ET: xitter.cf/i/spaces/1MKgNbXbWMkxL
🤖 Made with AI
BlocksBridge retweeted
⚡ 400+ decision-makers. One powerful convergence.
#Energy × #Compute × #Capital.
EIF returns to Dallas, June 15–16, 2027!
Investors. Operators. Developers. Dealmakers.
🎬 Watch the official trailer.
🚀 Attend • Speak • Partner
energyinvestorsforum.com/
#EIF2027
How long a GPU lasts and what its second-hand value determines depreciation, collateral value, and how much debt you can raise.
Can neoclouds learn from Bitcoin miners?
We'll discuss this on our X Space next week - join us 👇
📆 xitter.cf/i/spaces/1MKgNbXbWMkxL
🤖 Made with AI
BlocksBridge retweeted
Data Center Power-Cost Bill Stalls in Senate Over Enforcement Dispute #Energy #Power theenergymag.com/news/market…
The catch? The capex bill is eye watering.
🏗️💥14 tracked miners deployed $18.6B in just one quarter. For power shell providers, capex was 15x their recurring revenue!
🤯 Revenue per MWh explains the AI hype. Capex decides who survives.
Get the full breakdown on the AI retrofit, unit economics, and who is actually turning a profit in this week’s Miner Weekly. 🗞️✨
Read the charts and subscribe for free: minerweekly.com/p/bitcoin-mi…
#DataCenters #Energy #Compute #BitcoinMining #Bitcoin #AI #HPC
BlocksBridge retweeted
Zcash Tops $1,000, But Rising Computing Power Blunts Mining Windfall #Zcash #Tops theenergymag.com/news/2026-0…
