# Infrastructure Articoli collegati

Il Centro Notizie HTX fornisce gli articoli più recenti e le analisi più approfondite su "Infrastructure", coprendo tendenze di mercato, aggiornamenti sui progetti, sviluppi tecnologici e politiche normative nel settore crypto.

CoinShares: U.S. Bureaucracy Has Made Miners Beneficiaries of the AI Boom

A U.S. bureaucracy bottleneck in data center development is turning Bitcoin miners into major beneficiaries of the AI boom, according to investment firm CoinShares. With U.S. data center vacancy rates dropping from 10% in 2019 to around 1% today and a massive 2060 GW of power waiting for grid connection, existing, connected infrastructure holds significant value. Miners already possess the necessary infrastructure and face no regulatory hurdles to repurpose their facilities for AI workloads. CoinShares estimates the share of AI-related revenue for the mining sector will grow from 30% to potentially over 70% by year-end. Major public miners have already cut over 20% of their Bitcoin mining capacity for AI in the first half of the year. Companies like TeraWulf and Core Scientific are leading the shift, with AI/High-Performance Computing revenue reaching 71% and 83% of their total, respectively, in Q2 2026.

cryptonews.ru1 h fa

CoinShares: U.S. Bureaucracy Has Made Miners Beneficiaries of the AI Boom

cryptonews.ru1 h fa

Media: Anthropic signs $45 billion contract with AI infrastructure provider

Anthropic, the developer of the Claude AI model, has signed a $45 billion agreement with UK AI cloud provider Nscale to lease computing capacity for six years. The deal secures approximately 460 MW of power at Nscale's data center in West Virginia, which will use upcoming Nvidia Vera Rubin chips to support Anthropic's model training and operations. This power consumption is roughly equivalent to that of 345,000 U.S. households. The contract is part of Anthropic's massive infrastructure spending spree, which includes previous deals worth $50 billion with Fluidstack, $10 billion with Volta, and nearly $45 billion with SpaceX. This latest agreement involves the first building of Nscale's Monarch campus in West Virginia, a $71 billion project that Microsoft initially considered before withdrawing. For Nscale, the deal adds to its $51 billion in pre-IPO contracted revenue as it prepares for a U.S. stock market listing. The completed campus will directly create about 645 jobs. The report also notes Anthropic's separate collaboration with Google and Broadcom for gigawatt-scale computing infrastructure.

cryptonews.ru1 h fa

Media: Anthropic signs $45 billion contract with AI infrastructure provider

cryptonews.ru1 h fa

Bullish Provides USD.AI with a $100M Stablecoin Credit Line for GPU-Collateralized Lending

Bullish, an institutional crypto exchange operator, has provided a $100 million stablecoin credit line to USD.AI, an on-chain financing platform from Permian Labs, for lending against GPU infrastructure collateral. USD.AI will use the funds to provide loans to AI infrastructure operators, secured specifically by their underlying GPU hardware rather than broader corporate assets. Bullish plans to list USD.AI's sUSDai token in several trading pairs and support it with a market-making program to enhance secondary liquidity and price discovery for GPU-collateralized debt. This deal expands USD.AI's GPU financing business, following recent loans of $98.1 million and $34 million against Nvidia B300 and B200 GPUs, respectively, and builds on Bullish Capital's earlier $4 million investment in USD.AI in September 2025.

cryptonews.ru1 h fa

Bullish Provides USD.AI with a $100M Stablecoin Credit Line for GPU-Collateralized Lending

cryptonews.ru1 h fa

SODAX has enabled cross-chain funding for Flint vaults

Flint, an investment platform for tokenized RWA (Real World Assets), has integrated SODAX — infrastructure for cross-chain routing and conversion of crypto assets. Users can now fund their investment vaults using assets from over 20 blockchain networks. Flint invests the raised funds into tokenized real-world assets, including real-estate backed bonds and private credit instruments. Operating on Lagoon Finance's infrastructure with asset selection by 9Summits, Flint's vaults provide users with non-custodial access to tokenized, real-estate-backed debt via audited smart contracts. The vaults accept USDC and currently target an annual yield of approximately 10%, with USDC-denominated rewards distributed weekly. The SODAX integration consolidates cross-chain asset transfers and vault funding into a single transaction. This eliminates the need for users to manually bridge or swap assets between blockchains, allowing them to fund Flint vaults directly from supported EVM and non-EVM networks.

cryptonews.ru3 h fa

SODAX has enabled cross-chain funding for Flint vaults

cryptonews.ru3 h fa

Bullish provides USD.AI $100M stablecoin facility for GPU-backed lending

Bullish has provided USD.AI with a $100 million stablecoin-based debt facility to finance loans secured by GPU hardware for AI infrastructure operators. USD.AI, an onchain financing platform by Permian Labs, connects stablecoin liquidity with GPU financing demand. Bullish plans to list USD.AI's sUSDai token and support it with market-making to enhance liquidity for GPU-backed debt. The facility expands USD.AI's business, following recent loans backed by thousands of Nvidia GPUs and a previous $4 million investment from Bullish Capital. Separately, Bullish shares have rebounded 45% in the past month amid a broader crypto stock recovery, though they remain down over 60% from their NYSE debut in August 2025.

cointelegraph3 h fa

Bullish provides USD.AI $100M stablecoin facility for GPU-backed lending

cointelegraph3 h fa

IREN's AI Revenue Exceeds Mining Income for the First Time

For the quarter ending June 30, 2026, IREN's revenue from AI cloud services, at $70.5 million, surpassed its Bitcoin mining revenue of $66.7 million for the first time. This shift contributed to a net loss of $684 million, partly due to $450.4 million in asset impairments from repurposing mining equipment for AI. Total quarterly revenue fell 5% to $137.2 million. While AI revenue doubled, Bitcoin mining income fell by approximately 40%. The company's adjusted EBITDA also dropped 68% to $19.2 million. Other miners showed similar diversification trends. TeraWulf reported that 71% of its $44.8 million Q2 revenue came from High-Performance Computing (HPC) leasing, surpassing its $12.8 million from digital assets. Despite this, it posted a negative adjusted EBITDA and a significant net loss. Cipher Mining's revenue remained entirely from Bitcoin mining at $24.8 million, while Riot Platforms generated $174.2 million, with data centers contributing 13% of that total. The trend highlights a strategic pivot by public Bitcoin miners towards AI infrastructure, driven by rising capital expenditures and demand for energy-secure sites for high-power computing.

cryptonews.ru7 h fa

IREN's AI Revenue Exceeds Mining Income for the First Time

cryptonews.ru7 h fa

Serbian Finance Minister Discusses Securities Tokenization with Solana Foundation

The Minister of Finance of Serbia, Siniša Mali, met with representatives from the Solana Foundation and Solana Policy Institute (SPI) in Belgrade to discuss the development of the country's digital asset and financial infrastructure. The meeting, part of the Solana Summit in Belgrade, focused on several key areas: improving Serbia's digital asset legislation, creating modern financial and capital market infrastructure, exploring the launch of tokenized securities on the Belgrade Stock Exchange, and Solana's potential participation in EXPO 2027 in Belgrade. Mali emphasized Serbia's strengths, including stable public finances, a strong IT sector, and a robust developer community. He stated the goal is for Serbia to become a launchpad for innovative financial projects in Europe and globally. The discussion highlighted the growing industry trend of using blockchain for tokenizing traditional financial assets.

cryptonews.ru12 h fa

Serbian Finance Minister Discusses Securities Tokenization with Solana Foundation

cryptonews.ru12 h fa

Dunamu, Operator of Bitcoin Exchange Upbit, and Visa Form Strategic Partnership for Stablecoin Payments!

South Korean crypto exchange Upbit operator Dunamu and global payments giant Visa have entered a strategic partnership to develop next-generation AI-powered financial services and stablecoin payments. Announced on August 28, the collaboration aims to merge Dunamu's digital asset technology with Visa's global payments network to work on stablecoin-based payment solutions and cross-border money transfers. A key goal is to improve the integration of stablecoins, which are digital assets pegged to traditional currencies like the US dollar, into conventional payment systems. This could make cross-border transactions faster and cheaper. The companies will also explore AI applications for future financial services. The partnership signifies growing interest from major financial players in the digital asset space and could potentially strengthen the role of Korean crypto firms in the global financial infrastructure.

cryptonews.ru13 h fa

Dunamu, Operator of Bitcoin Exchange Upbit, and Visa Form Strategic Partnership for Stablecoin Payments!

cryptonews.ru13 h fa

BitGo Buys NYDIG's Trading Unit as Institutions Consolidate Crypto Services

On August 27, 2026, BitGo, a major regulated crypto custodian, announced the acquisition of NYDIG's institutional trading division. This move expands BitGo's service offerings to include derivatives, structured products, and lending services, allowing it to provide institutions with a more comprehensive, single-provider solution for custody, trading, and settlement. The deal adds approximately 30 NYDIG employees and their trading network to BitGo. The acquisition reflects a broader institutional trend towards consolidating digital asset services with fewer, regulated partners. A Fireblocks report from April 2026 indicated strong institutional budget allocation for such infrastructure, with 53% of surveyed firms spending at least $1 million. BitGo, which went public in January 2026, reported significant revenue and client growth alongside platform assets of $65.2 billion. Its regulatory standing, including a federal trust license, is a key factor for risk-conscious institutions. The deal also provides BitGo access to the crypto lending market, despite a recent quarterly decline reported by Galaxy Research, and aligns with growing activity on regulated derivatives venues like CME Group. However, this integration of multiple services attracts closer regulatory scrutiny. The Bank for International Settlements has warned that such crypto conglomerates could concentrate financial risks. For NYDIG, the sale marks a strategic shift to focus on its vertically integrated bitcoin mining and high-performance computing data center business.

cryptonews.ru14 h fa

BitGo Buys NYDIG's Trading Unit as Institutions Consolidate Crypto Services

cryptonews.ru14 h fa

Hash Global: After BTC, Who Will Take the Baton for the Next Bull Market?

"Hash Global: After Bitcoin, Who Will Take the Baton in the Next Bull Run?" The market, following a period of consolidation, has re-entered a bull trend, initiated by Bitcoin's surge past key resistance levels. However, this cycle may differ from the last. While BTC remains a crucial entry point, the primary growth narrative is shifting from traditional capital flowing into crypto (TradFi → Crypto) to traditional assets migrating on-chain (TradFi → Onchain). This "Everything-on-chain" trend, fueled by evolving regulatory frameworks like Regulation Crypto, signifies a potential explosion in high-quality tokenized real-world assets (RWA) like stocks and bonds. The critical question becomes: which infrastructure will host this influx? The answer likely lies not in new entrants, but in mature, concentrated ecosystems with proven networks. Ethereum (ETH) offers **deterministic value** as the most established decentralized finance (DeFi) infrastructure, poised to capture the largest share of new demand. Binance Coin (BNB) represents **growth elasticity**, building a comprehensive financial network that connects users, assets, and liquidity, evidenced by its rapid RWA expansion. Robinhood mirrors this trend from the TradFi side, bridging traditional finance to the blockchain. In summary, while BTC opens the door, the next bull market's major beneficiaries could be the foundational platforms—like ETH and BNB—that enable and profit from the mass migration of real-world assets onto crypto networks.

marsbit18 h fa

Hash Global: After BTC, Who Will Take the Baton for the Next Bull Market?

marsbit18 h fa

活动图片

Bitcoinright-arrow

Indepth Researchright-arrow