Artículos Relacionados con Electricity

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Major Zcash Cryptocurrency Miner Opens New Farm in Nebraska

Major Zcash miner Fortitude has opened a new mining farm in Nebraska, expecting to slash its direct mining costs per ZEC coin from $70 to $40. This forecast depends on successful equipment deployment, stable power supply, and minimal market volatility. Zcash currently trades at $462 with a market cap of $7.7 billion. The projected savings are attributed to lower electricity costs, secured at about $0.045 per kWh, and next-generation, more efficient mining hardware. The facility's location near two solar farms and a substation with excess capacity allows for load interruption during peak grid times to further reduce costs. Established in January 2025 as a Foundry (Digital Currency Group) project, Fortitude practices venture mining, reinvesting all profits into new equipment and infrastructure. CEO Andrea Childs stated that while Bitcoin's mining economy is mature and saturated, Zcash is at a different developmental stage, presenting a growth opportunity. Controlling owned sites helps manage electricity costs directly amid increasing competition for power. In a related development, Zcash developers pledged in May to offer quantum-attack-resistant wallets within a month and to fully transition to post-quantum cryptography by the end of 2027.

cryptonews.ruAyer 18:35

Major Zcash Cryptocurrency Miner Opens New Farm in Nebraska

cryptonews.ruAyer 18:35

Russian Organizes Underground Crypto Farm in a Container

A Russian entrepreneur established an underground cryptocurrency mining farm inside a metal container in a residential area of Shelekhov, Irkutsk Oblast. According to the regional prosecutor's office, the operation, set up in February, involved 27 mining devices. Investigators allege the equipment was illegally connected to the power grid, bypassing electricity meters, to mine cryptocurrency without paying for the substantial energy consumed. The estimated damages to the power supply company exceed 23 million rubles. Authorities have shut down the illegal farm and seized all the equipment. A criminal case has been initiated for property damage through fraud or abuse of trust, which carries a maximum penalty of five years in prison and a fine. This incident occurs in a region where cryptocurrency mining faces restrictions. Since April 7, 2025, a ban on mining has been in effect across 29 municipalities in southern Irkutsk Oblast, including Shelekhov and its district, applying to individuals, entrepreneurs, and legal entities. Previously, police in the region discovered another illegal mining farm located in a forest belt near the village of Stolbova.

cryptonews.ruAyer 09:21

Russian Organizes Underground Crypto Farm in a Container

cryptonews.ruAyer 09:21

A History of Technological Evolution Powered by Electricity: Aluminum, Bitcoin, and AI

The journey from the Rockdale aluminum smelter in Texas to space-based data centers illustrates a core economic principle: whoever controls the cheapest electricity dictates the use of computing power. The evolution is clear. Old industrial sites with pre-existing, high-capacity power grids are being repurposed. In Rockdale, a former Alcoa plant now houses vast Bitcoin mining rigs, which are increasingly being replaced by AMD chips for AI training. The logic is purely financial: while smelting aluminum yields $0.17–0.27 per kWh and Bitcoin mining $0.05–0.11, AI inference on H100 GPUs generates $1.27–3.67 per kWh. Recent deals confirm the rush for power infrastructure. Riot Platforms leases space to AMD; TeraWulf bought an old Kentucky aluminum plant for its grid; NYDIG secured a New York site for its cheap hydropower to mine Bitcoin. As AI giants like Anthropic, Microsoft, Google, and Amazon aggressively expand, they now directly compete with crypto miners for the same industrial power resources, often outbidding them. This has led to a decline in Bitcoin's global hash rate and a wave of miner conversions to AI data centers. This "digital resource curse" extends globally. Gulf nations, long offering subsidized power to attract heavy industry like aluminum, are now pivoting to become AI and cloud computing hubs—exporting computational power instead of physical commodities. Similarly, Bhutan halted its sovereign Bitcoin mining to sell hydropower directly to India for a steadier return. The frontier is space. Projects like Starcloud plan orbital solar-powered data centers, leveraging constant sunlight and natural cooling, with Bitcoin mining as a secondary use for surplus power. Even consumer brands are transforming; Allbirds shifted from footwear to AI infrastructure, causing its stock to surge. Meanwhile, crypto projects like Bittensor, Render, and Akash propose a decentralized alternative, creating markets to aggregate distributed, idle computing resources from individual hardware. The underlying infrastructure—the power grid—remains constant. As profit margins shift, the facilities built upon it will continue to evolve, from aluminum to Bitcoin to AI and beyond, always chasing the highest yield per kilowatt-hour, whether in Texas, Abu Dhabi, or low Earth orbit.

marsbit05/26 10:09

A History of Technological Evolution Powered by Electricity: Aluminum, Bitcoin, and AI

marsbit05/26 10:09

$67 Billion! AI Boom Fuels Largest Energy Merger in U.S. History

In a landmark deal, NextEra Energy announced a $67 billion acquisition of Dominion Energy on May 18, 2026, marking the largest U.S. utility merger. The primary driver is the insatiable power demand from AI data centers, concentrated in Virginia's "Data Center Alley," where Dominion is the key supplier holding over 51 GW of data center contracts. This acquisition highlights a fundamental shift. While global electricity demand grew 3% in 2025, data center demand surged 17%, driven by AI. This strain is causing irreversible price spikes, like the 76% increase in the PJM grid, and grid instability, as seen in a 2025 Virginia incident where 60 data centers disconnected simultaneously. NextEra, a major renewable energy provider, bets that combining its clean power and storage expertise with Dominion's strategic access to data centers will be transformative. However, the deal raises critical questions about cost distribution. Analysts warn that up to $700 billion in infrastructure costs may be passed to residential consumers through higher bills, creating a disparity where private AI profits rely on publicly subsidized grid upgrades. This merger signals just the beginning of AI's profound reshaping of the energy landscape.

marsbit05/21 08:07

$67 Billion! AI Boom Fuels Largest Energy Merger in U.S. History

marsbit05/21 08:07

The AI-Era Power Arms Race: Energy Order Reshuffle Behind NextEra's Acquisition of Dominion

The AI arms race is shifting from a focus on chips and models to a fundamental battle over electricity. NextEra Energy's proposed $66.8 billion acquisition of Dominion Energy highlights this profound change, as AI's explosive growth is rewriting the growth logic for the power sector. The deal is less about traditional utility consolidation and more about securing a strategic gateway to Virginia’s "Data Center Alley," a critical hub where tech giants have massive, signed load requirements. The core challenge is a growing disconnect: data center construction cycles are far shorter than the years needed to build new power generation and transmission infrastructure. Morgan Stanley predicts a 49GW gap in power availability for U.S. data centers by 2028. Electricity, once a taken-for-granted commodity, is now a scarce and strategic resource. This transforms the competitive landscape—future AI competitiveness may hinge not just on algorithms but on a company's ability to secure long-term, stable, and affordable power supply. The transaction signals a broader revaluation of the entire energy infrastructure chain, from natural gas and nuclear power for base load to storage and transmission equipment. However, the largest variable is regulation. Balancing rapid AI-driven grid expansion with public concerns over costs, fairness, and environmental impact will be a complex political and social challenge. The true value in the coming AI era may lie not just in power generation assets, but in owning the crucial infrastructure nodes, grid access rights, and the regulatory relationships needed to deliver electricity where it's needed most.

marsbit05/19 11:37

The AI-Era Power Arms Race: Energy Order Reshuffle Behind NextEra's Acquisition of Dominion

marsbit05/19 11:37

Miners Stop Mining Bitcoin, Sell Electricity to AI

Amid a severe mining profitability crisis in early 2026, with Bitcoin's price below production costs, major mining firms are strategically pivoting from Bitcoin mining to selling power to AI data centers. Publicly traded miners, including Core Scientific, Marathon Digital (MARA), and Bitdeer, have collectively sold over 15,000 BTC to fund this transition. They are repurposing their energy-intensive operations into high-density AI computing facilities, capitalizing on the explosive demand for AI inference workloads, which offers more stable, long-term dollar-denominated contracts compared to the volatility of crypto mining revenues. Financial analysts note that shifting power from mining to AI can increase asset valuation by over 10x. While this mass sell-off has contributed to negative market sentiment and some of the longest "miner capitulation" periods on record, on-chain metrics simultaneously suggest Bitcoin may be nearing a cyclical bottom. Ultimately, this shift transforms these companies from perpetual Bitcoin sellers into neutral or even potential future buyers, strengthening the Bitcoin network's long-term health by removing structural selling pressure and creating a more efficient mining ecosystem.

marsbit03/11 03:42

Miners Stop Mining Bitcoin, Sell Electricity to AI

marsbit03/11 03:42

Riot Financial Report Breakdown: When BTC Falls Below $74K, Miners Can't Even Cover Electricity Costs

Based on Riot Platforms' financial data, this analysis deconstructs Bitcoin mining costs into three distinct layers: electricity, operational, and accounting. At a BTC price of $67,200, a miner with modern ASICs and a $0.0667/kWh electricity rate (like in Texas) can cover its direct power cost ($64,635/BTC) for a slim profit. However, adding Riot's non-power operational expenses ($9,809/BTC) pushes the operational breakeven to ~$74,444, resulting in a loss. Further incorporating non-cash depreciation ($39,687/BTC) raises the full accounting breakeven to ~$114,130, indicating significant losses at the corporate level. The model projects that only a BTC price of $126,000 would make mining profitable across all three layers for Riot before the next halving. This framework demonstrates that a mining operation can be cash-flow positive from electricity while remaining unprofitable from operational and accounting perspectives, highlighting the substantial gap between simply running machines and running a profitable public company. The analysis underscores that machine efficiency and electricity rates are critical, as older hardware carries a persistent cost disadvantage.

marsbit03/09 10:10

Riot Financial Report Breakdown: When BTC Falls Below $74K, Miners Can't Even Cover Electricity Costs

marsbit03/09 10:10

How Do Chinese AI Models Use Tokens to 'Export' Electricity?

The article explores how Chinese AI models are effectively "exporting" electricity globally through token consumption. In 2026, data from OpenRouter shows that Chinese models account for 61% of the top ten models' token usage, with MiniMax M2.5, Kimi K2.5, and Zhipu GLM-5 leading. This shift is driven by the rise of tools like OpenClaw, which exponentially increases token usage, and the significantly lower cost of Chinese models compared to Western alternatives (e.g., MiniMax at $0.3 per million input tokens vs. Claude Opus at $5). The core idea is that token consumption represents the export of computational power and electricity. When a developer overseas sends an API request, it is processed in Chinese data centers using China’s cheaper electricity (about 40% lower than the U.S.), without the power physically leaving the country. This creates a form of invisible, tariff-free "export" of energy. The trend mirrors Bitcoin mining, where China once dominated by converting cheap electricity into digital value, but AI tokens offer more utility and deeper integration into global workflows. However, challenges like data sovereignty and chip restrictions remain. Ultimately, the token economy is becoming a new frontier in U.S.-China tech competition, with Chinese models gaining influence by embedding into developers' systems worldwide.

比推02/26 13:05

How Do Chinese AI Models Use Tokens to 'Export' Electricity?

比推02/26 13:05

Token Going Global: Selling China's Electricity to the World

The article "Token Goes Global: Selling Chinese Electricity to the World" draws a parallel between the 19th-century British Empire's control over global telegraph networks and China's emerging dominance in AI model-based token consumption. By 2026, data from OpenRouter shows Chinese models (like MiniMax M2.5, Kimi K2.5, and GLM-5) account for 61% of the top ten models’ token usage, driven by significantly lower costs—sometimes 17 times cheaper than Western alternatives. This shift accelerated with tools like OpenClaw, which increased token consumption exponentially, leading developers to seek affordable alternatives. Chinese models offer competitive performance at a fraction of the price, thanks to lower electricity costs, efficient MoE architectures, and intense domestic competition. The core idea is that token consumption represents a new form of “electricity export.” While physical electricity remains in China, its value is delivered globally via tokens—avoiding traditional trade barriers. This mirrors China’s earlier role in Bitcoin mining, but tokens now offer more practical, embedded value in developer workflows. However, challenges like data sovereignty and U.S. chip restrictions remain. The situation is framed as a new strategic competition between the U.S. and China, akin to the space race, where control over AI infrastructure could shape global digital influence. The token-driven battle is ongoing, silent, and fought on every developer’s machine.

marsbit02/26 10:09

Token Going Global: Selling China's Electricity to the World

marsbit02/26 10:09

Paradigm: ‘Bitcoin mining should be seen as a tool, not a threat’

Across the United States, rising electricity bills are sparking public protests against energy-intensive industries like data centers. While Bitcoin mining often faces blame, Paradigm argues it is misunderstood and unfairly targeted. In reality, Bitcoin consumes only 0.23% of global electricity and produces minimal emissions. In contrast, AI data centers are projected to significantly increase energy use by 2028. The key difference lies in flexibility: AI requires constant, uninterrupted power, straining the grid, while Bitcoin miners use cheap energy, shut down during high-demand periods, and even support grid stability. In Texas, Bitcoin mining reduced grid costs by 74% in one year. Recent data shows mining difficulty is decreasing, further reducing energy demands. Rather than a threat, Bitcoin mining can be a tool to balance and stabilize energy grids, especially as AI-driven demand grows.

ambcrypto02/17 11:01