Two landmark AI co-location deals reset expectations for Bitcoin miners, while construction updates show how speed, siting, and contract structure drive value. We compare NOI headlines with the real cost stack and call out where timelines and capex per MW separate leaders from laggards.

• bitcoin stalls near 90,000 as options expiry looms 
• miners rally on concrete deals and build progress 
• whitefiber–nscale 40mw, 10-year, 3% escalator structure 
• hut 8’s 245mw triple-net contract and noi nuance 
• cost per mw, financing rates, and delivery premiums 
• iren childress acceleration and horizon build stages 
• cipher updates and gross versus net power clarity 
• terawulf jv funding and fluidstack expansion appetite 
• analyst downgrades contrasted with strengthening hpc demand

Let us know in the comment section below how you're feeling about your stocks right now and your top pick heading into 26'!

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