AI Arms Race And Incoming Demand: CIFR, IREN, WULF & RIOT! Power Mining Analysis podcast

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AI Arms Race And Incoming Demand: CIFR, IREN, WULF & RIOT!

18h ago 29:53

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We weigh how AI became a national security priority and why miners with power are positioned to supply the surge. From AWS’s classified 1.3 GW plan to gigawatt campuses in Texas, we connect government demand, hyperscalers, and mining portfolios shifting to HPC.
• market snapshot on bitcoin price and miner breadth
• frank holmes on nato budgets and tier four data centres
• aws secret and top secret ai infrastructure plan
• constraints around power, land and interconnects
• tours of childress, corsicana and sweetwater scale
• core scientific, cipher and terawulf contract momentum
• timelines, staged energisation and revenue bridges
• circular capital, cost of debt and incentive alignment
• canada’s sovereign ai and broader global race
• miners reallocating power from bitcoin to hpc
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Chapters

1. Market Check And Miner Sentiment (00:00:00)

2. Framing The AI Arms Race (00:02:47)

3. Frank Holmes On Security And AI (00:03:32)

4. Government Spend And AWS Contract (00:06:15)

5. Power Sourcing Through Bitcoin Miners (00:09:45)

6. Site Scale: Childress And Corsicana (00:12:20)

7. Sweetwater Capacity And Fit (00:16:20)

8. AWS–Cypher And Growing Deals (00:18:20)

9. Revenue Models And Timelines (00:21:10)

10. Circular Capital And Incentives (00:24:00)

11. Riot, Cypher, Core: Power Pipelines (00:27:10)

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