The Block (@TheBlockCo): THE BLOCK: Bitcoin miners and other emerging AI infrastructure developers have disclosed 8 GW of conditional baseload capacity and another 7 GW of con…
Estimated coin impact
Scores are not price-change percentages. High impact means a score of +70 or more, or -70 or less.
THE BLOCK: Bitcoin miners and other emerging AI infrastructure developers have disclosed 8 GW of conditional baseload capacity and another 7 GW of conditional studied-load capacity from ERCOT, according to Bernstein. More than 5 GW of the baseload capacity is available for new AI deployments, with scarcity expected to drive lease prices higher, the analysts said.