The Block (@TheBlockCo): THE BLOCK: Bernstein analysts say Texas' audit of data center projects under ERCOT will throttle speculative development and delay future expansion pr…
Estimated coin impact
Scores are not price-change percentages. High impact means a score of +70 or more, or -70 or less.
THE BLOCK: Bernstein analysts say Texas' audit of data center projects under ERCOT will throttle speculative development and delay future expansion projects. The firm expects existing grid-approved capacity to become more valuable, benefiting operators such as IREN and Riot Platforms. $IREN $RIOT