Topic

Compute

2 essays

Friday — May 29, 2026

M&A

Northern Data AG Files SEC Form 425, Signals Active M&A Transaction

A registered exchange offer for a Tether-backed AI compute company is the clearest public pricing signal GPU infrastructure has seen in years.

Tuesday — May 19, 2026

Capital Markets

HIVE Digital pivots from Bitcoin mining to institutional AI compute at scale

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When a Bitcoin miner buys $58 million of Toronto land and commits to 320 MW of AI compute, it stops being a miner. The question is whether the market is pricing the right ceiling.