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The list of 7 companies:
  • Whinstone (owned by Riot Blockchain). "Whinstone now uses roughly 400 megawatt hours of electricity, and aims at reaching 750 MWh later this year." "Also minting coins at Whinstone is Rhodium Enterprises."
  • Bitdeer (split from BitMain by Jihan Wu). Bitdeer owns five facilities in the U.S. and Norway, but the Rockdale farm is the biggest. "Bracther estimates that the campus is now using about 400 MWhs; it's been reported that the facility can support 700 MWhs in capacity and plans to get there."
  • Compute North of Minnesota is hosting 100,000 mining machines for Marathon Digital Holdings. "Bratcher puts current power input at less than 100 MWh, but says Compute's set a goal of several hundred."
  • HODL Ranch, built by Dallas data center developer Skybox. "Deploying 150 MWh."
  • Core Scientific "is planning a farm in Denton near Dallas that will start at 300 MWh, and eventually reach 800."
  • Argo Blockchain "is building a data center in West Texas slated to grow to an eventual 400 MWh."
  • Layer1, run by Peter Thiel. Opened at just 100 MWh." "Since then, Thiel has apparently put the blueprint on hold."
"In the U.S., we're in a tie with New York State," he says. "But the political scene has turned negative in New York. They're not growing, and we're growing like crazy." Within two years, Bratcher expects Texas to reach 3,000 to 4,000 KWh.
At Bratcher's high figure of 4,000 MWh, Texas would be home to almost 25% of the global industry. If the ERCOT estimate plays out, Texas could be making one-third of the world's Bitcoin. "We'll also be well over 50% of all the production in the U.S.," adds Bratcher.
As an aside, while this is an article with quite decent information, the Fortune writer seems to mix the concept of "MW" (capacity) and "MWh" (capacity and time), ... and throws in "KWh" even, for an additional measure of confusion.
It appears from the numbers given that the units they are actually referring to are MW, not mWh, and certainly not kHw.
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