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Texas power grid’s 8 GW “entry ticket” has been claimed! Bernstein: With electricity scarcity, miners such as IREN (IREN.US) will become AI infrastructure landlords to “collect rent”

Texas power grid’s 8 GW “entry ticket” has been claimed! Bernstein: With electricity scarcity, miners such as IREN (IREN.US) will become AI infrastructure landlords to “collect rent”

智通财经智通财经2026/09/17 03:11
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According to Smart Finance APP, a new study by investment bank Bernstein points out that approved electricity is becoming increasingly valuable, and the scarcity of baseload sites will continue to drive up rental prices.
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Micron Technology (MU.US) launches commercial production at its first semiconductor packaging and testing plant in India, with chip capacity expected to expand to several hundreds of millions next year

Micron Technology CEO Sanjay Mehrotra stated that the company’s semiconductor packaging and testing plant in Sanand, Gujarat, India, has commenced commercial production to meet the increasing demand for memory chips driven by artificial intelligence (AI).

智通财经2026/09/17 07:11
Micron Technology (MU.US) launches commercial production at its first semiconductor packaging and testing plant in India, with chip capacity expected to expand to several hundreds of millions next year

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