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Core Scientific(NASDAQ:CORZ) is one of the largest providers and miners of blockchain data centers and digital assets in North America. Since 2017, Core Scientific has been operating blockchain data centers in North America, utilizing its facilities and intellectual property portfolio for hosted mining and self-mining of digital assets.
Bitcoin Mining Companies AI Infrastructure Index Falls 16% in Past Month, Executives at TeraWulf and Others Reduce Holdings
the TEM AI Infrastructure Growth Index has declined by 16% over the past month. Beowulf E&D Holdings, managed by TeraWulf Chairman and CEO Paul Prager, sold 275,000 shares of TeraWulf stock on June 29 at an average price of $26.596 per share, generating total proceeds of approximately $7.3 million. Since the end of March, Prager and his managed entities have sold a combined total of approximately 1.59 million shares of TeraWulf stock, with total proceeds of around $32.7 million. On July 6, TeraWulf announced a 20-year AI infrastructure leasing agreement with Anthropic, expected to generate approximately $19 billion in contract revenue over the initial term and support around 401 megawatts of critical IT load. Cipher Digital CEO Tyler Page filed documents on July 8 to sell 112,500 shares of CIFR stock, valued at approximately $2.38 million. Riot Platforms CEO Jason Les sold 175,000 shares in May, worth approximately $4.2 million, and sold 250,000 shares on June 22, valued at $7.03 million. Core Scientific Chief Legal and Administrative Officer Todd DuChene filed documents on July 6 to sell 140,000 shares, valued at $3 million. On June 30, the IREN board approved granting 9,099,328 restricted stock units each to co-CEOs William Roberts and Daniel Roberts. (Bitcoin.com News).
25-Year-Old AI Stock Guru Discloses Q1 Holdings: Heavy on AI Power, Computing, and Mining Stocks
former OpenAI researcher Leopold Aschenbrenner has updated the stock holdings of his "Situational Awareness Fund" as of the end of the first quarter of 2026.The disclosure shows that his major positions are concentrated in AI power, data centers, computing infrastructure, and Bitcoin mining companies. Among them, the Bloom Energy position amounts to $878.7 million, Sandisk to $724.4 million, and CoreWeave to $556.1 million.Additionally, he holds significant positions in mining companies and AI infrastructure firms such as Iren Limited, Core Scientific, Applied Digital, Riot Platforms, Cleanspark, Bitdeer, and Bitfarms and holds stocks semiconductor-related stocks including AMD, Intel, TSMC, ASML, and Micron.
Core Scientific acquires Bitcoin mining firm Polaris for $421 million to expand AI data center
Core Scientific has announced the acquisition of Oklahoma-based Bitcoin mining company Polaris DS LLC for $421 million. Through this acquisition, Core Scientific will obtain Polaris's 440-megawatt contracted power agreement with Oklahoma Gas & Electric, aiming to rapidly expand its AI business. The transaction is expected to close in the third quarter of 2026.Currently, Core Scientific is renovating and expanding its existing mining sites in Texas, Georgia, North Carolina, and Oklahoma to support high-density hosting services for AI and compute-intensive workloads. The company has already begun construction of a new 82.5-megawatt facility in Muskogee, with plans to eventually provide 1 gigawatt of leasable power at the site.
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The stock god is exposed, and the market surges. All the stocks previously disclosed in Situational Awareness's holdings have skyrocketed.
Odaily Odaily News According to MSX.COM data, most of the holdings of the fund Situational Awareness, managed by AI stock god Leopold, have been sold off today. According to its 13F report for the first quarter of 2026 (as of March 31) previously submitted to the US SEC, multiple heavyweight stocks held by the fund saw significant gains today. Among them, CleanSpark (CLSK) rose over 19%, Riot Platforms (RIOT) rose 23.70%, Core Scientific (CORZ) rose over 21%, IREN Ltd (IREN) rose over 26%, and CoreWeave (CRWV) and Sandisk (SNDK) both rose over 22%.
Core Scientific Pays $41.9 Million to Terminate Block Bitcoin Mining Contract, Shifts Focus to AI Infrastructure
data center operator Core Scientific disclosed in its second-quarter regulatory filing that it paid $41.9 million to terminate the Bitcoin mining machine contract with Block and its Proto division, with related losses amounting to $41.9 million. Both the agreement and future equipment deliveries have been canceled. The agreement, announced in July 2024, originally called for Proto to supply 3nm mining chips, corresponding to approximately 15 EH/s in hashrate, and included options for additional purchases. Core Scientific stated that it will no longer invest in new mining machines to maintain or expand hashrate, will generate cash flow from existing mining machines, and will sell or retire machines as appropriate. Core Scientific's second-quarter hosting revenue increased from $10.6 million in the same period last year to $137 million, accounting for 83% of total revenue; self-mining revenue fell 66% year-over-year to $21.5 million, representing 13% of total revenue. The company stated that quarterly Bitcoin production decreased by 53% year-over-year, and it continues to shift power from mining equipment to high-density computing systems such as GPUs.
Core Scientific adds 301 Bitcoin, now holds 848 BTC in total
BitcoinTreasuries.NET posted on X, stating that listed AI data center provider Core Scientific has added 301 Bitcoin and currently holds 848 BTC in total, ranking 49th in the Bitcoin 100 list.
Bitcoin Mining Companies AI Infrastructure Index Falls 16% in Past Month, Executives at TeraWulf and Others Reduce Holdings
the TEM AI Infrastructure Growth Index has declined by 16% over the past month. Beowulf E&D Holdings, managed by TeraWulf Chairman and CEO Paul Prager, sold 275,000 shares of TeraWulf stock on June 29 at an average price of $26.596 per share, generating total proceeds of approximately $7.3 million. Since the end of March, Prager and his managed entities have sold a combined total of approximately 1.59 million shares of TeraWulf stock, with total proceeds of around $32.7 million. On July 6, TeraWulf announced a 20-year AI infrastructure leasing agreement with Anthropic, expected to generate approximately $19 billion in contract revenue over the initial term and support around 401 megawatts of critical IT load. Cipher Digital CEO Tyler Page filed documents on July 8 to sell 112,500 shares of CIFR stock, valued at approximately $2.38 million. Riot Platforms CEO Jason Les sold 175,000 shares in May, worth approximately $4.2 million, and sold 250,000 shares on June 22, valued at $7.03 million. Core Scientific Chief Legal and Administrative Officer Todd DuChene filed documents on July 6 to sell 140,000 shares, valued at $3 million. On June 30, the IREN board approved granting 9,099,328 restricted stock units each to co-CEOs William Roberts and Daniel Roberts. (Bitcoin.com News).
GSR Content Lead: Trump's 2025 Filing Period Income Exceeds Most Listed Crypto Companies
GSR Content Lead Frank Chaparro shared data on platform X, indicating that Trump's income for the 2025 filing period surpasses the performance of most listed crypto companies during the same period. Among them, Coinbase earned approximately $1.26 billion, CleanSpark earned about $365 million, IREN earned around $87 million, and Bitdeer earned roughly $66 million. In addition, Hive Digital, Bit Digital, Bitfarms, Galaxy Digital, Hut 8, and Core Scientific all recorded losses.Previously, according to Bitcoin News, Trump disclosed in his latest financial filing that he holds over $100 million worth of BTC and ETH, and reported an income exceeding $1.4 billion for the 2025 filing period.
25-Year-Old “AI Stock God” Heavily Shorted Semiconductors in Q1, Continues Betting on AI Infrastructure
According to the latest 13F filing for Q1 2026 disclosed by Situational Awareness LP, the fund manager significantly increased its put option positions during the quarter, with short positions concentrated primarily in the semiconductor and AI-related sectors. The filing shows its major put options include: approximately $2.043 billion in VanEck Semiconductor ETF (SMH), $1.568 billion in NVIDIA, $1.073 billion in Oracle, $1.006 billion in Broadcom, $969 million in Advanced Micro Devices (AMD), $584 million in Micron Technology, $535 million in TSMC, and $494 million in ASML—amounting to a total of approximately $8.46 billion in disclosed put options. On the long side, the fund continues to allocate capital to AI-, power-, and digital-infrastructure-related assets. Its primary common stock holdings include Bloom Energy (~$879 million), SanDisk (~$724 million), CoreWeave (~$556 million), IREN (~$401 million), Core Scientific (~$389 million), and Applied Digital (~$320 million). Additionally, the filing reveals that the fund holds call option positions in CoreWeave, SanDisk, TSMC, Micron Technology, and Bloom Energy.