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AI Power & Land Grab: Latest Miner News & Price Targets (WULF, HUT & CORZ)
Manage episode 516162923 series 3570269
We explore why power scarcity now drives the mining sector’s strategy, how AI demand is reshaping business models, and what TerraWolf’s Google-backed JV signals for valuation. Analyst upgrades, Core Scientific’s vote dynamics, and our Texas site tour round out a fast-moving day.
• bitcoin price holding near highs and hash economics improving
• power scarcity as the core bottleneck for AI and mining
• global data center energy demand set to double by 2030
• nuclear timelines versus near-term capacity needs
• S&P rating of a digital asset treasury and volatility context
• heat map read on miners and market caps shifting
• analyst upgrades for Hut 8 and others
• core scientific vote implications and valuation signals
• terawulf’s fluidstack JV, Google backstop, 25-year hosting
• revenue models, margins, and inflation escalators
• texas tour with HC Wainwright analyst Kevin Dede and site visits
Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter
Anthonys Info:
Website:
https://www.powermininganalysis.com
X:
https://twitter.com/cazenove_uk
Patreon:
https://www.patreon.com/Cazenove_UK
Bryce's Info:
X:
Patreon:
https://www.patreon.com/McNallieMoney
Merch:
https://shop.mcnalliemoney.com/
Website:
Business Inquiries:
Email - [email protected]
Chapters
1. Welcome, Agenda, And Big Headlines (00:00:00)
2. Bitcoin Price And Hash Economics (00:00:59)
3. Power Scarcity Becomes The Bottleneck (00:01:43)
4. AI Demand, Hyperscalers, And Miners Pivot (00:03:03)
5. Global Data Center Energy Outlook (00:04:18)
6. Nuclear Talk And Timelines (00:05:15)
7. S&P Rates A Digital Asset Treasury (00:06:15)
8. Market Heat Map And Miner Moves (00:07:22)
9. Analyst Upgrades: Hut 8 And Growth Plans (00:08:19)
10. Core Scientific Vs CoreWeave Vote (00:09:24)
11. TerraWolf’s Google-Backed HPC JV (00:11:04)
12. Contracts, Margins, And Revenue Stacks (00:13:05)
13. Texas Tour And Analyst On-The-Ground Plan (00:14:15)
14. Community Questions And Wrap-Up (00:16:20)
427 episodes
Manage episode 516162923 series 3570269
We explore why power scarcity now drives the mining sector’s strategy, how AI demand is reshaping business models, and what TerraWolf’s Google-backed JV signals for valuation. Analyst upgrades, Core Scientific’s vote dynamics, and our Texas site tour round out a fast-moving day.
• bitcoin price holding near highs and hash economics improving
• power scarcity as the core bottleneck for AI and mining
• global data center energy demand set to double by 2030
• nuclear timelines versus near-term capacity needs
• S&P rating of a digital asset treasury and volatility context
• heat map read on miners and market caps shifting
• analyst upgrades for Hut 8 and others
• core scientific vote implications and valuation signals
• terawulf’s fluidstack JV, Google backstop, 25-year hosting
• revenue models, margins, and inflation escalators
• texas tour with HC Wainwright analyst Kevin Dede and site visits
Sign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletter
Anthonys Info:
Website:
https://www.powermininganalysis.com
X:
https://twitter.com/cazenove_uk
Patreon:
https://www.patreon.com/Cazenove_UK
Bryce's Info:
X:
Patreon:
https://www.patreon.com/McNallieMoney
Merch:
https://shop.mcnalliemoney.com/
Website:
Business Inquiries:
Email - [email protected]
Chapters
1. Welcome, Agenda, And Big Headlines (00:00:00)
2. Bitcoin Price And Hash Economics (00:00:59)
3. Power Scarcity Becomes The Bottleneck (00:01:43)
4. AI Demand, Hyperscalers, And Miners Pivot (00:03:03)
5. Global Data Center Energy Outlook (00:04:18)
6. Nuclear Talk And Timelines (00:05:15)
7. S&P Rates A Digital Asset Treasury (00:06:15)
8. Market Heat Map And Miner Moves (00:07:22)
9. Analyst Upgrades: Hut 8 And Growth Plans (00:08:19)
10. Core Scientific Vs CoreWeave Vote (00:09:24)
11. TerraWolf’s Google-Backed HPC JV (00:11:04)
12. Contracts, Margins, And Revenue Stacks (00:13:05)
13. Texas Tour And Analyst On-The-Ground Plan (00:14:15)
14. Community Questions And Wrap-Up (00:16:20)
427 episodes
All episodes
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