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ChainCatcher сообщает, что, согласно данным Bloomberg, Комиссия по ценным бумагам и биржам США (SEC) недавно выпустила внутреннее письмо, в котором четко освобождает продукты секьюритизации активов (ABS), связанные с центрами обработки данных AI, от применения основных правил защиты инвесторов, введенных после финансового кризиса 2008 года, включая требование о том, чтобы эмитенты оставляли часть долгов в рамках "условия о сохранении риска". SEC установила, что центры обработки данных не являются финансовыми активами, которые ликвидируются со временем, поэтому ценные бумаги, связанные с ними, не должны подчиняться тем же регуляторным ограничениям, что и ABS, связанные с автокредитами или ипотечными кредитами.Хотя этот шаг не является официальным изменением законодательства, поскольку компании ранее в основном соблюдали соответствующие правила из соображений соблюдения норм, его реальное влияние нельзя недооценивать. С точки зрения рыночного объема, ежегодный объем новых выпусков ABS для центров обработки данных вырос с 2,4 миллиарда долларов в 2020 году до 15,5 миллиарда долларов в 2025 году, увеличившись более чем в 6 раз за пять лет, и в 2026 году ожидается новый исторический рекорд.

Сообщение ChainCatcher, Комитет по инновациям в области криптовалют (CCI) объявил, что Etherealize, Hyperliquid Policy Center и Tools for Humanity (TFH) официально присоединились. CCI заявил, что новые члены усилят его техническую экспертизу в области финансов на блокчейне, институциональных финансов и цифровой идентичности, чтобы лучше поддерживать разработку политики.Etherealize утверждает, что с ускорением применения Ethereum в институциональных сценариях осторожная политическая рамка имеет важное значение для раскрытия потенциала следующего поколения финансовой инфраструктуры.

According to Globenewswire, the publicly listed Bitcoin mining company DMG Blockchain announced its financial report for the second quarter of fiscal year 2026, revealing plans to advance its AI data center transformation, currently focusing on two strategic directions: core data center business and digital asset financial services. In the future, its AI and computing power platform will provide relevant infrastructure and services to Canadian government agencies, enterprises, and research institutions.In addition, DMG Blockchain reported that it mined a total of 69 Bitcoins in the second quarter, which is basically flat compared to the previous quarter but represents a 25% decrease compared to the same period last year.

According to CoinDesk, Bitcoin mining company turned HPC infrastructure developer TeraWulf (WULF) announced the acquisition of a site in Kentucky, USA, capable of supporting over 1 gigawatt of AI and high-performance computing (HPC) loads for the development of a massive data center. The first phase of 500 megawatts is expected to gradually come online starting in the second half of 2028, with a goal of adding another 500 megawatts before 2030. The company stated that the key constraints in the market under the AI boom have shifted from computing hardware to power and transmission infrastructure. Following the news, TeraWulf's stock price surged 13% during trading, and shares of other companies in the same sector, such as Hut 8 (HUT), Keel Infrastructure (KEEL), IREN (IREN), and Cipher Mining (CIFR), also rose.

According to TheEnergyMag, TeraWulf (NASDAQ: WULF) announced the acquisition of the Muskie Data Campus located in eastern Kentucky, which is expected to support over 1 GW of data center capacity. The first phase of 500 MW is scheduled to begin delivery in the second half of 2028, with the second phase of 500 MW targeted for completion in the second half of 2030.The parcel was acquired from Industrial Equity Partners, covering approximately 285 acres, located within a 1000-acre industrial park in eastern Kentucky. Kentucky Power (a subsidiary of AEP) has initiated the construction of a 345 kV substation, connecting to the 765 kV transmission network, and the transmission infrastructure and energy service agreements have been signed simultaneously.TeraWulf stated that the project has completed zoning planning, and the permitting work is progressing, with limited preliminary site preparation work. Following the completion of this acquisition, TeraWulf's footprint in Kentucky will expand to two major digital infrastructure projects, with a total platform capacity exceeding 2.8 GW. The company reported revenue of $34 million in the first quarter, including $21 million from HPC leasing.

According to The Information, the U.S. cryptocurrency industry is accelerating its "legalization" strategy in Washington, with several cryptocurrency companies, industry associations, and lobbying organizations establishing a closer coordination network to focus on key legislative issues such as stablecoin regulation, cryptocurrency market structure bills, and ETFs.The report states that with the Trump administration's shift to a friendly attitude towards cryptocurrency and increased support within Congress, the industry is trying to seize the window of opportunity to officially integrate cryptocurrency assets into the U.S. mainstream financial system. Some industry insiders even refer to the current phase as a "critical moment for the cryptocurrency industry to enter the core of the U.S. system."The report also notes that leading organizations like Coinbase and a16z crypto are continuously expanding their policy influence in Washington, promoting a shift in the regulatory framework from "suppression" to "regulation and acceptance" through political donations, lobbying teams, and industry alliances.

NVIDIA (NVDA.O) released its financial report after the U.S. stock market closed on Wednesday. For Q1 ending April 26, 2026, revenue was $81.6 billion, a 20% increase from the previous quarter and an 85% increase year-over-year, with market expectations at $78.672 billion. Revenue from the data center business was $75.2 billion, with market expectations at $72.8 billion. NVIDIA also announced an $80 billion stock buyback plan and will increase its quarterly cash dividend from $0.01 per share to $0.25 per share.In addition, NVIDIA's data center spending (the main source of the company's revenue) has not shown any signs of slowing down. NVIDIA expects second-quarter revenue to be $91 billion (plus or minus 2%), while the market median expectation is $86.788 billion, although the forecast value once reached as high as $96 billion.

Public company Hut 8 announced an agreement with West Feliciana Parish in Louisiana to invest approximately $16 million to expand the local water system capacity in conjunction with the development of its River Bend AI data center campus. This investment includes the construction of new water wells and approximately 8 miles of water supply main, which is expected to be completed in the second half of 2026 and will be transferred to the parish at no cost.The first phase of the River Bend campus represents a multi-billion dollar capital investment, and once fully operational, it is expected to support a total of 268 jobs. The campus will utilize a closed-loop cooling system to reduce the demand on local water resources.

Research firm Bernstein released a report stating that as the demand for AI data centers explodes, Bitcoin mining companies are becoming important participants in large-scale computing infrastructure, with a positive outlook on the future performance of miners such as IREN, Riot Platforms, CleanSpark, and Core Scientific.The report points out that major cloud providers, AI cloud service providers, and chip companies have announced over $90 billion in AI infrastructure collaborations, involving approximately 3.7 GW of power capacity. Bernstein states that "Follow the Gigawatts" is becoming the core of competition in AI infrastructure, and the large-scale power resources controlled by mining companies hold strategic value.Analysts have given IREN, Riot, CleanSpark, and Core Scientific an "outperform" rating, with a target price of $100 for IREN, indicating about a 98% upside potential from the current stock price; CleanSpark has a target price of $24, corresponding to about a 78% upside potential.The report states that Bitcoin mining companies currently control over 27 GW of planned power capacity, and in some areas of the United States, the new 1 GW power connection cycle may take up to 50 months, making existing mining sites important locations for the expansion of AI data centers.Bernstein also mentioned several AI collaboration cases, including IREN planning a 5 GW AI computing park based on NVIDIA's AI Factory architecture, and Riot reaching a collaboration with AMD for an AI data center of up to 200 MW.However, analysts also warned that the industry still faces challenges such as environmental reviews, grid capacity, and regulatory approvals. Additionally, if mining companies overly shift their computing resources towards AI, they may miss out on future gains during the Bitcoin bull market cycle.

According to The Block, digital infrastructure company Soluna Holdings announced its first-quarter financial report, with revenue increasing by 58% year-on-year to $9.4 million, marking the fourth consecutive quarter of sequential growth. The data center hosting business generated $6.7 million, while cryptocurrency mining contributed approximately $2.2 million, down from nearly $3 million in the same period last year.Net loss widened from $10.5 million in the same period last year to $17.9 million, primarily due to increased equity incentives, interest, and financing costs. Adjusted EBITDA loss slightly narrowed to $2.1 million. At the end of the quarter, it held $68.6 million in cash. Soluna is participating in the wave of Bitcoin miners seeking new sources of revenue, shifting capital towards AI and high-performance computing infrastructure.

According to Aastocks, the tokenized financial market infrastructure Digital Asset Clearing Center (DACC) announced the completion of a $10 million strategic financing, with participation from Conflux, Global InfoTech, Fosun International, Blockstone, Avior Capital, Fintech World, Satoshi Ventures, and BridgeTower.DACC currently provides end-to-end "Clearing-as-a-Service" for financial institutions, and the new funds will support its construction of compliant financial settlement and clearing infrastructure.

According to Protos, Myanmar has proposed introducing the death penalty for criminals who use violent means to coerce victims into participating in cryptocurrency scam centers. According to the draft of the country's Anti-Cyber Fraud Bill, criminals who use violence, torture, illegal arrest and detention, or cruel treatment against others to force them to commit cyber fraud will be sentenced to death.The bill will be submitted to parliament for review in June. In addition, operators of scam centers or perpetrators of cryptocurrency scams will face life imprisonment. Last month, the President of Myanmar reduced all death sentences to life imprisonment.

According to market news, SoftBank CEO Masayoshi Son is in talks for a major data center project in France; the related deal may be announced this month.In addition, SoftBank CEO Masayoshi Son is considering making a multi-billion dollar investment.

Coinbase experienced service interruptions due to rising temperatures at the AWS US-EAST-1 data center. Trading will first resume in "cancel only" mode, with full trading recovery coming soon.

Nasdaq-listed company Treasure Global announced that it will gradually deploy a $100 million capital to establish a treasury reserve centered around ETH, and will subsequently expand the treasury to include more other digital assets. The company stated that its digital asset treasury framework will serve as a long-term capital allocation tool, providing strategic exposure to the development of digital financial infrastructure without changing its core business.

Hut 8, a Bitcoin mining company, saw its stock price rise over 32% after the company signed a $9.8 billion leasing agreement for an AI data center campus designed based on NVIDIA's computing architecture.The deal marks the first phase of Hut 8's commercialization of the Beacon Point data center campus located in Nueces County, Texas. Hut 8 stated that tenants will use this computing infrastructure to support AI training and "large-scale inference workloads." Hut 8 said, "The site was initially underwritten for speed to power logic to serve Hut 8's associated client American Bitcoin Corp (ABTC), but as power demand accelerated and client needs expanded, it has been repositioned as AI infrastructure. Hut 8 has shifted Beacon Point from its original commercialization path with ABTC to deliver an AI data center campus with contracted, investment-grade cash flow, marking the first phase of value creation at the asset level for the campus."Hut 8 also announced its first-quarter financial report on Monday, recording a net loss of $253 million, an increase of 89% compared to a loss of $134 million in the same period last year. On the positive side, quarterly revenue rose to $71 million, primarily driven by $66 million in computing-related revenue.

According to The Block, Core Scientific has agreed to acquire Oklahoma-based Bitcoin mining company Polaris DS LLC for $421 million, with the transaction expected to be completed in the third quarter of 2026, pending regulatory approval.This acquisition will add 440 megawatts of contracted power to Core Scientific, aimed at accelerating its expansion in artificial intelligence and high-density computing businesses. The 40-acre campus of Polaris in Muskogee is powered and operational, adjacent to Core Scientific's existing facilities. Core Scientific is transforming and expanding its original Bitcoin mining facilities into a colocation data center focused on artificial intelligence and high-performance computing.