Kicking the Bitcoin Treasury Strategy into High Gear The Company also has stated that commencing with its next significant capital influx, it shall initiate Bitcoin purchases in the market. The launch comes at a time when Bitcoin has just hit new all-time highs, surpassing $119,700 at the close of the market on July 14, 2025 (WSJ), fueled in large part by institutional inflows and positive regulatory developments. This surge reinforces AgriFORCE's conviction in building a robust, Bitcoin-denominated treasur ...

Core Insights - Westbridge Renewable Energy Corp. has launched its first data centre project, Fontus, in Colorado, marking its strategic entry into the digital infrastructure market [1][2][3] Company Overview - Westbridge is a leading developer of utility-scale renewable energy and energy infrastructure, focusing on solar PV projects and battery energy storage [6] - The company operates in four key jurisdictions: Canada, the U.S., the U.K., and Italy, aiming to deliver clean, sustainable electricity and energy storage solutions [6] Project Details - The Fontus data centre campus has a capacity of 380 megawatts and is strategically located near major urban centres with access to a key carrier-neutral fibre network hub [2][9] - The project is progressing through grid and gas interconnection approvals, with land acquisition and critical milestone assessments already completed [4][9] - Fontus is designed to integrate clean energy and potentially co-locate with Westbridge's renewable power assets, enhancing its sustainability [4][10] Market Context - Data centres are increasingly recognized as critical infrastructure supporting the digital ecosystem, with Fontus combining power, proximity, and scale essential for cloud and AI-driven applications [5][9] - The project is positioned to meet the growing demand for digital infrastructure in the U.S. market [3][5]

Core Insights - Riot Platforms, Inc. produced 450 Bitcoin in June 2025, marking a 12% decrease from May 2025 but a 76% increase year-over-year from June 2024 [1][2][3] Production Metrics - Bitcoin produced in June 2025: 450, down from 514 in May 2025, up from 255 in June 2024 [2] - Average Bitcoin produced per day: 15.0, down from 16.6 in May 2025, up from 8.5 in June 2024 [2] - Bitcoin held: 19,273, slightly up from 19,225 in May 2025, and significantly up from 9,334 in June 2024 [2] Sales and Financials - Bitcoin sold: 397, down from 500 in May 2025 [2] - Net proceeds from Bitcoin sales: $41.7 million, down 19% from $51.3 million in May 2025 [2] - Average net price per Bitcoin sold: $105,071, a 2% increase from $102,591 in May 2025 [2] Operational Efficiency - Total deployed hash rate: 35.5 EH/s, slightly up from 35.4 EH/s in May 2025, and up 62% from 22.0 EH/s in June 2024 [2] - Average operating hash rate: 29.8 EH/s, down from 31.5 EH/s in May 2025, but up 162% from 11.4 EH/s in June 2024 [2] - Fleet efficiency: 21.2 J/TH, unchanged from May 2025, but down 18% from 25.8 J/TH in June 2024 [2] Power and Credits - Total power credits: $5.6 million, up 141% from $2.3 million in May 2025 [2] - Demand response credits: $1.8 million, a 6% increase from $1.7 million in May 2025 [2] - All-in power cost: 3.4 cents/kWh, down 11% from 3.8 cents/kWh in May 2025 [2] Strategic Initiatives - The company is participating in ERCOT's Four Coincident Peak program, which enhances grid stability and improves competitive positioning [3] - Riot is actively recruiting for various positions to support its growth and operations [3]

Core Insights - AgriFORCE Growing Systems Ltd. is enhancing its role in the intersection of agriculture, energy, and digital assets, particularly through its TerraHash Digital™ platform [3][6] - The company is focusing on energy-efficient Bitcoin mining and data center operations while monitoring stablecoin adoption and its implications for digital trade [3][4] Industry Context - The 2025 Bitcoin Policy Summit gathered leaders from finance, technology, energy, and policy sectors to discuss national energy strategy, digital asset regulation, and decentralized technologies [2][5] - Stablecoins are increasingly recognized as vital for the next-generation monetary ecosystem, offering faster and more cost-effective transactions, especially in energy and commodities [4][5] Company Engagement - CEO Jolie Kahn's participation in the Summit underscores AgriFORCE's commitment to responsible innovation and policy engagement in sustainable digital infrastructure [4][6] - The company aims to support the evolving landscape of digital finance by developing the necessary infrastructure for secure mining operations and high-performance data centers [4][6]

M&A Trends in Tech - Acqui-hires are increasingly common in AI, with companies valuing the talent and expertise of acquired teams [2][3][4] - Smaller investments and acqui-hires can be viewed more favorably by regulators from an antitrust perspective [5] - M&A activity is picking up, with buyers in AI and digital infrastructure becoming more active [8] - Private equity firms have significant dry powder and are looking for deals [9] Factors Influencing M&A - Geopolitical conditions, tariffs, and events in Ukraine and the Middle East are key factors [10] - Interest rates are a key determinant of M&A activity; stabilization or improvement in the forward curve could boost deals [10] - Predictability in antitrust regulations is adding positive momentum to the M&A outlook [11] - Improvement in IPO markets is needed to provide private equity firms with exit opportunities [12] - A disconnect between buyers and sellers on valuation, influenced by interest rates, remains a challenge [14] Specific Areas of Activity - Traditional media companies are restructuring and reevaluating their portfolios due to the disruption of streaming [16] - Sports have become an area of growth and interest, driving up sports franchise values [17] - AI is a dynamic force in M&A, particularly in specialized hardware and hardware integration (software meeting silicon) [18] - Data center deals have doubled in 2024 compared to 2023, driven by the need for greater infrastructure and cloud services [21] Regulatory and Political Environment - The DOJ and FTC are signaling an openness to considering transactions with remedies [24] - The administration is focused on "America First" initiatives and ensuring equality of messaging, particularly for conservative viewpoints [26] - Companies need to understand the administration's objectives and incorporate government relations early in the deal planning [27] - Regulators are focused on tech, particularly regarding free speech issues, but are showing optimism by considering remedies [30]

Core Viewpoint - AgriFORCE Growing Systems Ltd. has announced a transformative tri-pillar growth strategy to capitalize on the increasing global demand for computational power, focusing on Bitcoin treasury development, modular compute infrastructure, and integration with scalable, off-grid energy systems [1][2]. Group 1: Bitcoin Treasury Development - AgriFORCE is accumulating Bitcoin through self-mining and market acquisition, having mined 7 BTC valued at approximately $750,000 in the past seven months [2]. - The strategy aims to strengthen the company's balance sheet while ensuring liquidity and exposure to the digital asset space [2][4]. Group 2: Compute Infrastructure - The company operates three mining campuses in Alberta and Ohio, delivering around 6 MW of capacity and 0.17 EH/s of hash power, with a target of 1 EH/s by the end of Q1 2026 [3]. - AgriFORCE's model focuses on converting stranded gas into compute power, enabling rapid site activation [3][4]. Group 3: Future-Ready Systems - The modular architecture of AgriFORCE extends beyond crypto mining, providing compute capabilities for AI, edge computing, and sovereign data solutions [3][6]. - This diversification is expected to expand revenue potential and mitigate long-term risks across the digital infrastructure spectrum [3]. Group 4: Energy-Compute Nexus - AgriFORCE positions energy as an advantage in scalable infrastructure, with plans to allocate up to 50% of capital raised toward Bitcoin purchases and retain up to 50% of mined Bitcoin in long-term treasury [4][5]. - The company has secured a partnership with BlueFlare Energy™ Solutions Inc., providing access to over 50 MW of natural gas and a development pipeline expected to exceed 100 MW by 2026 [5].

Core Viewpoint - Hyperscale Data, Inc. has secured financing agreements to raise up to $68 million in preferred investments, which will support its capital position and expansion plans for its Michigan data center, focusing on AI and digital infrastructure [1][4]. Financing Agreements - Ault & Company has invested nearly $51 million in Hyperscale Data and has committed to an additional investment of up to $24 million under a securities purchase agreement for Series G convertible preferred stock [2]. - The company has also entered into a separate agreement with an institutional investor to sell up to $50 million of Series B convertible preferred stock, with $5.7 million already purchased [3]. Data Center Expansion - The Michigan data center's power capacity is set to increase from approximately 30 MW to 300 MW, with an additional 40 MW from a local natural gas utility, bringing the total expected capacity to around 340 MW [4]. - The power upgrade is expected to take 44 months for the utility agreement and 18 months for the natural gas agreement to be completed [4]. Corporate Structure and Future Plans - The company plans to separate from Ault Capital Group by the end of 2025, transitioning to an independent entity focused on AI and digital asset compute solutions [5][11]. - Following the divestiture, Hyperscale Data will primarily operate data centers supporting high-performance computing services [11]. Operational Considerations - The company anticipates that its current preferred equity commitments will meet its near-term capital needs, but future developments may necessitate additional capital [6]. - A significant portion of the Michigan facility's development is expected to be financed through non-dilutive debt [6].

印尼通信与数字事务部发布声明称，总部位于阿联酋迪拜的数字基础设施公司EDGNEX将斥资23亿美 元，在印尼西爪哇省芝卡朗工业区建设超大型数据中心。预计该公司将在2026年完成第一阶段开发，二 期建设将持续至2028年。 ...

Infrastructure Development - Starlink provides internet infrastructure to communities lacking fiber optics or government investment [1] - This enables internet access in previously unconnected regions at low friction and cost [1] Financial Infrastructure - Stablecoins provide financial infrastructure to regions lacking formal property rights or digital infrastructure [1] - Crypto and blockchain rails enable financial transactions via smartphone [1] - These transactions are frictionless, similar to Starlink's internet service [1]

DigitalBridge Group (DBRG) 2025 Conference June 11, 2025 03:15 PM ET Speaker0 Good afternoon and thanks for joining us for our last fireside chat of the Morgan Stanley Financials Conference. I'm Stephanie Ma, member of the brokers, asset managers and exchanges team for Morgan Stanley Research. For our final session of the day, it's my pleasure to welcome Mark Gansey, CEO of Digital Bridge. Digital Bridge is a leading global alternative asset manager specializing in digital infrastructure investing with $100 ...