Marvell $MRVL è passata da un’azione sotto i $100 a oltre $300 dopo che Jensen Huang l’ha definita “la prossima società da mille miliardi di dollari”, alimentando la caccia al suo prossimo indizio. Tra i materiali mostrati sul palco, l’elemento più utile è stato una “mappa” su come si costruisce un’AI factory. Il testo è un guest post di Ziven.io, piattaforma di market intelligence, originariamente pubblicato il 18 giugno 2026 da Cindy Feng.

Tether ha iniziato a ridurre la propria partecipazione in Bitdeer (NASDAQ: BTDR) dopo aver incrementato l’esposizione durante la svendita di febbraio sul titolo dell’operatore di mining di bitcoin e data center per l’AI, incassando circa $12.7 million. L’articolo è apparso per la prima volta su The Energy Mag, che ha pubblicato anche la versione originale. The Energy Mag (in precedenza The Miner Mag) offre notizie, dati e analisi sul legame tra energia, capacità di calcolo e mercati.

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.