4CP Defense Without an Operator in the Loop
The stakes: one missed interval, one year of transmission charges
Pearl (PRL): Inside the AI-Compute Cryptocurrency Turning Matrix Math Into Mining
Pearl mines crypto with AI matrix math, not hashing. Inside proof-of-useful-work, the Together AI deal, and whether the rush lasts.
Inside South America’s Biggest Bitcoin Mining Facility: HIVE Digital Technologies Yguazú Site
A look inside South America's largest Bitcoin mining campus (240 MW) designed to beat 42°C Paraguayan summers, and expand into Tier III data centers.
The AI ASIC Market, Part 5: The Inference Economy Has Many Winners
NVIDIA's strategic response to the independent AI chip challengers, and the structural reasons the inference economy has many winners.
4CP for Bitcoin Miners: How One Hour Sets a Year of ERCOT Transmission Costs
Each summer, four 15-minute windows on the ERCOT grid determine Texas mining sites transmission costs for the next 12 months.
The AI ASIC Market, Part 4: The AI Chip Companies Outside the NVIDIA Fight
Tenstorrent and Tensordyne aren't fighting NVIDIA head-to-head. They're betting on different markets and different architectures.
