Saham Marvell $MRVL melesat dari kisaran sub-$100 menjadi di atas $300 setelah Jensen Huang menyebutnya “perusahaan triliun dolar berikutnya”, memicu investor mencari petunjuk berikutnya. Namun, sorotan utamanya justru sebuah peta yang memetakan bagaimana “AI factory” dibangun, lapis demi lapis. Inti peta itu menempatkan kerangka pembangunan DSX NVIDIA sebagai rujukan bagi ekosistem mitra. Ulasan tamu berikut berasal dari Ziven.io, platform intelijen pasar publik yang menyediakan data perusahaan dengan eksposur pada penambangan bitcoin, kecerdasan buatan, dan strategi crypto treasury.

Tether mulai mengurangi kepemilikannya di Bitdeer (NASDAQ: BTDR) setelah menambah saham operator penambangan bitcoin dan pusat data AI itu saat aksi jual pada Februari, dengan menghasilkan sekitar $12.7 million. Artikel ini pertama kali terbit di The Energy Mag. Artikel aslinya dapat dilihat di sini. The Energy Mag (sebelumnya The Miner Mag) menyediakan berita, data, dan wawasan tentang keterkaitan energi–komputasi–pasar.

IREN said it closed a $3.65B debt facility on June 1 to fund GPUs tied to its AI cloud agreement with Microsoft, with a blended financing cost of 6.00%. Alongside a $1.94B Microsoft prepayment, the company covered about 96% of $5.81B in GPU spending for a contract it values at $9.7B over five years.

Bitcoin’s next mining difficulty adjustment is estimated to decline about 9.55% in roughly eight hours, easing conditions for miners after the network hashrate slid following early June price volatility. Over the past two weeks, hashrate fell from around 1 ZH/s at end-May to roughly 861 EH/s near June 10, then recovered to about 894 EH/s, while hashprice dipped below $30/PH/s during the selloff.

SpaceX (SPCX) is set to list on Nasdaq on June 12 at a fixed $135 price, aiming to raise about $75 billion at a $1.75 trillion valuation. The order book was reported to be roughly 4x oversubscribed with about $250 billion of demand, a flow the author argues can drain liquidity from crypto and megacap tech. The piece also flags potential forced buying from Nasdaq-100 index funds estimated at $22B-$27B within weeks of the debut.

Leopold Aschenbrenner expanded Situational Awareness LP from $255M to $13.7B over six quarters, with Q1 2026 showing the largest step-up. The filing shows a new $8.5B put-options overlay led by a $2.04B SMH put and additional puts on names including NVDA and AMD, while several long positions in AI-power and crypto-mining themes were increased.

Bitdeer (NASDAQ: BTDR) said Tuesday it began construction near Fox Creek, Alberta, on a combined power-and-data-center project designed for roughly 100 MW of computing. The plan pairs a 101 megawatt natural gas plant with a data center, represents a $155 million investment (about C$214 million), and is expected to be energized in the second quarter of 2027.

In the week ending May 23, 2026, several major crypto legal and policy developments pointed to a shift from case-by-case enforcement toward market-structure and financial-stability debates. Items included a reported confidential U.S. IPO filing by Blockchain.com, ECB concerns over euro-denominated stablecoin expansion, and a $54 million settlement tied to FTX-related claims.

In Q1 2026, publicly traded Bitcoin miners including Core Scientific, Cipher, and IREN reduced parts of their mining operations and redirected power and infrastructure toward AI and high-performance computing. The shift comes as mining revenues face historically low hashprice levels and tougher network competition, making AI/HPC colocation and cloud deals a growing earnings driver. The article argues miners are increasingly valued for power access, cooling, and infrastructure control rather than Bitcoin output alone.