Energy Investors Forum

Where Capital Meets Energy & Compute Infrastructure. July 23-24 in Dallas. Brought to you by @TheEnergyMag @BlocksBridge_

[Energy Investors Forum @EIF_Global]

The future of AI infrastructure will be shaped where power, compute, and capital meet.

Introducing the Energy Investors Forum (EIF).

July 23-24, 2026 | Dallas, Texas

#EIF2026 #datacenter #Energy #AI #HPC #Infrastructure

[TheEnergyMag @TheEnergyMag]

JUST IN: Duke Energy to receive $61.8 million in federal grants for coal plant upgrades, including $33.4 million for East Bend Station in Kentucky and $28.4 million for Roxboro Station in North Carolina. @DukeEnergy $DUK

[BlocksBridge @BlocksBridge_]

WATCH: Stephen Byrd from Morgan Stanley on Bitcoin miners' unique position to support hyperscalers with their growth

He covers companies such as @CipherInc, @TeraWulfInc, @bitdeer, and @galaxyhq as examples for this strategic shift

[TheEnergyMag @TheEnergyMag]

#Bitcoin miners used to be a leveraged #BTC trade.

When bitcoin pumped, miners pumped harder.
When bitcoin crashed, miners usually crashed harder.

That relationship has started to break more prominently since May.

New #MinerWeekly: The Great Bitcoin Decoupling.

[TheEnergyMag @TheEnergyMag]

TransAlta to Acquire Colorado Natural Gas Assets for US$1 Billion $TAC https://t.co/prPu0MxxoR

[TheEnergyMag @TheEnergyMag]

JUST IN: $IREN @IREN_Ltd is scaling its #AI data center ambitions into Australia.

The company signed a transmission connection agreement for a planned 800MW data center campus in Bundey, South Australia — its first announced Australian data center project.

Key points:
• 4× 330kV feeder exits secured
• Up to 800MW without network upgrades
• Energization expected from 2028
• Submarine fiber access to APAC markets
• 200+ ongoing jobs, 500+ construction jobs

The project gives IREN a foothold in one of the fastest-growing AI infrastructure markets, with South Australia targeting 100% net renewable energy by 2027.

[TheEnergyMag @TheEnergyMag]

JUST IN: USA Rare Earth plans to build a $1.2 billion facility at the Bailey Industrial Site in South Carolina, aiming to expand its rare earth processing capacity. $USAR

[Energy Investors Forum @EIF_Global]

🔦 Speaker spotlight: @investmattallen, Founder & CEO of @bean_wealth, joins the EIF 2026 speaker lineup.

Matt leads a financial media and investment research platform reaching millions of investors across newsletters, podcasts, YouTube channels and digital media brands.

Through BeanResearch, his team focuses on technology, AI infrastructure and geopolitical investing themes shaping global markets.

As energy demand, AI infrastructure and capital markets converge, retail investors need better ways to understand the opportunity.

That is why this conversation belongs at EIF.

📍Dallas | July 23, 2026
🎟 Use code EIF20 for 20% off tickets
🔗https://t.co/ebQ9lZ2OgL

#EnergyInvesting #AIInfrastructure #RetailInvestors #CapitalMarkets #EIF2026 #AI #NASDAQ #DataCenter #BitcoinMining #Infrastructure #Energy

[TheEnergyMag @TheEnergyMag]

Bitdeer Breaks Ground on 100 MW Alberta Site With On-Site Gas Power $BTDR https://t.co/9diRhIsQOk

[TheEnergyMag @TheEnergyMag]

$HIVE @HIVEDigitalTech's 10-K shows how it used #bitcoin itself to fund a major hashrate surge.

Key points:

• 2,139 #BTC used as equipment deposits
• Helped add 18 EH/s across 300 MW in Paraguay
• Installed hashrate reached 25.5 EH/s
• 799 BTC repurchased, generating a $12.8M gain
• 1,452 BTC repurchase options expired unexercised as the strike price was above spot

That effectively left Bitmain accepting the downside of the BTC-linked structure, while HIVE kept the machines that powered its Paraguay buildout.

With quarterly production running above 800 BTC, $HIVE could theoretically mine back the bitcoin in a few quarters, assuming network hashrate stays steady.

[TheEnergyMag @TheEnergyMag]

JUST IN: $IREN just secured $3.6B of project financing for its Microsoft-backed #GPU buildout — another sign that the AI data center boom is lowering #bitcoin miners’ cost of capital.

• $2.1B senior notes at 5.96%
• $1.5B delayed draw term loan at SOFR + 2.25%
• Indicative blended cash interest: ~5.94%
• Secured by GPUs, Hardware 3 equity and Microsoft contract cash flows

This is the same broader playbook behind $CRWV CoreWeave’s GPU-backed financing and the infrastructure-backed financings from miners like $CORZ and $HUT 8

[TheEnergyMag @TheEnergyMag]

.@nvidia and @Microsoft Launch RTX Spark Superchip for Local AI Agent Integration
$NVDA $MSFT #Spark #Superchip
https://t.co/0W6O40jxCd

[TheEnergyMag @TheEnergyMag]

NVIDIA Launches DSX Platform to Standardize AI Factory Infrastructure and Grid Interaction $NVDA https://t.co/jf9qIEuaMF

[TheEnergyMag @TheEnergyMag]

SoftBank Commits Up to €75 Billion for 5 GW AI Data Center Buildout in France #DataCenters #Softbank https://t.co/JuxvfFu0AP

[Energy Investors Forum @EIF_Global]

🔦 Speaker spotlight: @SGBarbour, Founder of @upstreamdatainc, joins the EIF 2026 speaker lineup.

Steve founded Upstream Data after a decade as a mechanical engineer optimizing oil and gas facilities.

A pioneer in distributed energy and computing systems, Steve has built his work around a clear idea: wasted energy can become valuable compute.

His perspective sits at the intersection of oil and gas, bitcoin mining, field engineering and energy efficiency.

📍 Dallas | July 23, 2026
🎟 Use code EIF20 for 20% off tickets
🔗 https://t.co/ebQ9lZ2OgL

#BitcoinMining #OilAndGas #EnergyInfrastructure #DigitalInfrastructure #EIF2026 #AI #Infrastructure #DataCenters #Energy #Gas #Power #Oil

[TheEnergyMag @TheEnergyMag]

Core Scientific CEO: AI Data Center Build Costs Climb Toward $12M Per MW $CORZ https://t.co/zqEt5cOYNr

[Energy Investors Forum @EIF_Global]

🔦 Speaker spotlight: Nangeng “NG” Zhang, Founder, Chairman and CEO of @canaanio, joins the EIF 2026 speaker lineup.

Canaan helped define the ASIC mining era with #Avalon and became the first bitcoin mining hardware companies to list on Nasdaq.

NG brings a founder’s perspective on mining hardware, chip design, bitcoin infrastructure and the global competition for energy-efficient compute.

Join us in Dallas this July to hear from the builders shaping where mining, power and capital are heading next.

📍Dallas | July 23, 2026
🎟 Use code EIF20 for 20% off tickets
🔗https://t.co/ebQ9lZ2OgL

#BitcoinMining #ASICs #DigitalInfrastructure #EnergyInfrastructure #EIF2026 #Bitcoin #DataCenters #CAN $CAN #Energy #Dallas

[TheEnergyMag @TheEnergyMag]

In a 937-page first-quarter report, @pjminterconnect's market monitor has a blunt description for #AI data center load growth:

“Unique, unprecedented and uncertain.”

That’s not just colorful language. It came with a price tag: $23.1B in added capacity-market revenues across three PJM auctions.

[TheEnergyMag @TheEnergyMag]

JUST IN: CoreWeave launches unified agentic AI capabilities to integrate training and inference, enabling continuous model updates through real-world feedback loops within a single platform. @CoreWeave $CRWV

[TheEnergyMag @TheEnergyMag]

Enlight $ENLT signs a 15-year, 200 MW solar PPA with Google $GOOGL to power data center operations in Oklahoma. ☀️💻

Key specs from Project Solstice:
✅ 250 MWdc solar generation
✅ 800 MWh planned battery storage capacity
✅ Delivery to Southwest Power Pool
✅ Commercial operations targeted for 2029

Read our full coverage of the agreement: https://t.co/LIfYjr97iL

#Enlight #Google #DataCenter #Solar #Renewables #AI #Oklahoma