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Content provided by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Data Center Demand & Deal Analysis: CIFR, RIOT, IREN, BITF & CLSK!

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Manage episode 520409793 series 3570269
Content provided by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

We weigh the Nvidia beat against a falling Bitcoin price and show why data center power, not GPUs, is the true bottleneck for AI. Site visits, fresh contracts, and campus build-outs reveal how miners are pivoting into durable, contracted HPC revenue.
• Bitcoin price slide and miner sentiment
• Nvidia’s record results and AI infrastructure demand
• Power constraints as the limiting factor for compute
• Field reports from Corsicana and Childress mega-sites
• Microsoft’s footprint and expansion logic at Iron
• Standardized 56 MW modules and Tier III readiness
• Bitfarms’ US focus and gigawatt-scale planning
• Cipher’s Fluidstack deal and 10-year revenue
• Co-location vs owned compute risk and returns
• Why every signed megawatt raises remaining value
Hit the like button, feel free to subscribe
Anthonys Info:

Website:

https://www.powermininganalysis.com

X:

https://twitter.com/cazenove_uk

Patreon:

https://www.patreon.com/Cazenove_UK

Bryce's Info:

X:

https://twitter.com/McnallieM

Patreon:

https://www.patreon.com/McNallieMoney

Merch:

https://shop.mcnalliemoney.com/

Website:

https://www.mcnalliemoney.com

Business Inquiries:

Email - [email protected]

  continue reading

Chapters

1. Market Jitters And Miner Check-In (00:00:00)

2. Nvidia’s Beat And The Data Center Signal (00:01:05)

3. Power Is The Bottleneck, Not GPUs (00:04:55)

4. Site Visits: Corsicana Scale-Up (00:08:10)

5. Inside Childress: Building A Giga Data Center (00:11:35)

6. Strategy Shift: From Mining To HPC (00:16:15)

7. Bitfarms, Power Math, And Geography (00:20:05)

8. Cypher’s New Deal And Revenue Locked In (00:24:15)

9. Rinse-And-Repeat Playbook For Hyperscalers (00:28:20)

10. Volatility, Takeaways, And Community Call-Out (00:31:45)

452 episodes

Artwork
iconShare
 
Manage episode 520409793 series 3570269
Content provided by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Anthony Power & Bryce McNallie, Anthony Power, and Bryce McNallie or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

We weigh the Nvidia beat against a falling Bitcoin price and show why data center power, not GPUs, is the true bottleneck for AI. Site visits, fresh contracts, and campus build-outs reveal how miners are pivoting into durable, contracted HPC revenue.
• Bitcoin price slide and miner sentiment
• Nvidia’s record results and AI infrastructure demand
• Power constraints as the limiting factor for compute
• Field reports from Corsicana and Childress mega-sites
• Microsoft’s footprint and expansion logic at Iron
• Standardized 56 MW modules and Tier III readiness
• Bitfarms’ US focus and gigawatt-scale planning
• Cipher’s Fluidstack deal and 10-year revenue
• Co-location vs owned compute risk and returns
• Why every signed megawatt raises remaining value
Hit the like button, feel free to subscribe
Anthonys Info:

Website:

https://www.powermininganalysis.com

X:

https://twitter.com/cazenove_uk

Patreon:

https://www.patreon.com/Cazenove_UK

Bryce's Info:

X:

https://twitter.com/McnallieM

Patreon:

https://www.patreon.com/McNallieMoney

Merch:

https://shop.mcnalliemoney.com/

Website:

https://www.mcnalliemoney.com

Business Inquiries:

Email - [email protected]

  continue reading

Chapters

1. Market Jitters And Miner Check-In (00:00:00)

2. Nvidia’s Beat And The Data Center Signal (00:01:05)

3. Power Is The Bottleneck, Not GPUs (00:04:55)

4. Site Visits: Corsicana Scale-Up (00:08:10)

5. Inside Childress: Building A Giga Data Center (00:11:35)

6. Strategy Shift: From Mining To HPC (00:16:15)

7. Bitfarms, Power Math, And Geography (00:20:05)

8. Cypher’s New Deal And Revenue Locked In (00:24:15)

9. Rinse-And-Repeat Playbook For Hyperscalers (00:28:20)

10. Volatility, Takeaways, And Community Call-Out (00:31:45)

452 episodes

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