We rank the top five AI co-location deals by revenue per megawatt and explain why the headline rate is only the start of the story. We also track how Bitcoin miners are evolving into HPC data centre operators, with efficiency, financing, and contract structure deciding who wins.

• Bitcoin price update and what a higher baseline means for mining names
• Quick scan of sector stock performance and volatility
• Applied Digital securing up to 1GW in Finland and why Scandinavia matters
• Dark Horse doubling contracted power in the TVA region and the permitting reality
• Co-location versus CSP trade-offs including risk, complexity, and payback period
• Colo market growth forecasts and why rising GPU prices lift lease rates
• Why revenue per megawatt can mislead without capex, PUE, and cost of capital
• Top five deal breakdowns: WhiteFiber, Galaxy, Riot, TeraWulf, Bitdeer
• Hut 8 Louisiana groundbreaking and how pass-through structures change margins

Let us know in the comment section below what you thought of today's discussion and your top pick among the five!

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