⚡️ We continue the “Point of View” column — a professional take on the structural shifts shaping mining infrastructure.

This time: “5 Key Forecasts for Data Centers in 2026”

Based on Uptime Institute’s January outlook.

Key takeaways:

✅ Energy becomes the primary constraint — not cost per kWh, but actual power availability and timing.
✅ Scale introduces systemic risk — reliability is becoming a managed parameter, not a universal guarantee.
✅ Automation shifts from optimization to survival — closed-loop control is no longer optional.
✅ The market is fragmenting — AI-focused high-density campuses and traditional infrastructure are diverging structurally.
✅ 2026 is not about explosive growth — it’s about engineering maturity.

The logic applies directly to mining.

Mining no longer operates in isolation. It competes for the same grids, the same megawatts, and the same regulatory tolerance as AI and traditional compute.

Find the full breakdown in the carousel above.
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☑️BlackRock: What to Invest in for 2026

The world's largest asset manager ($13 trillion) released its "2026 Global Outlook" report. Main conclusion: mega-forces are reshaping market architecture. Here's what it means for mining.

AI — the main driver through the end of the 2020s

Companies will invest $5-8 trillion in AI by 2030. This means sustained demand growth for:
• Chips (Nvidia, AMD, Broadcom)
• Data centers
• Cloud technologies
• Electricity

Next wave — infrastructure

BlackRock is betting on:
• Data centers
• Power grids
• Clean energy generation

What this means for mining:

AI and mining compete for the same resources — electricity and data center infrastructure. The surge in AI investments creates two scenarios:

Risk: Rising electricity and capacity costs driven by AI company demand

Opportunity: Growth in energy infrastructure investments could reduce electricity costs long-term

Conclusion for miners:

The next 5 years are critical. Those who secure favorable electricity contracts now and choose the right infrastructure will gain a competitive advantage for years to come.

This material is for informational purposes only and does not constitute investment advice.