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Data Center Demand & Deal Analysis: CIFR, RIOT, IREN, BITF & CLSK!
Manage episode 520409793 series 3570269
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:
Patreon:
https://www.patreon.com/McNallieMoney
Merch:
https://shop.mcnalliemoney.com/
Website:
Business Inquiries:
Email - [email protected]
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
Manage episode 520409793 series 3570269
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:
Patreon:
https://www.patreon.com/McNallieMoney
Merch:
https://shop.mcnalliemoney.com/
Website:
Business Inquiries:
Email - [email protected]
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
All episodes
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