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What's Next for IREN: Huge IREN News Out Now + SLNH & HUT Updates!
MP3•Episode home
Manage episode 512009917 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.
…
continue reading
Chapters
1. Market Whiplash And Miner Sentiment (00:00:00)
2. Bitcoin Pullback And Stock Reactions (00:02:45)
3. Soluna’s Turnaround: Deals, Hashrate, Power (00:05:10)
4. Capacity Buildouts: Dorothy, Project Cati (00:09:50)
5. HUT 8’s Vega And Riverbend Expansion (00:13:05)
6. Iron’s Pivot: CSP And AI Strategy (00:16:10)
7. Contracts, ARR Targets, And Payback Math (00:20:05)
8. Demand, Utilization Risk, And Flexibility (00:24:05)
9. 100,000 GPU Roadmap And PUE Assumptions (00:28:00)
10. Hiring Ramp, First-Mover Edge, Closing (00:32:10)
410 episodes
MP3•Episode home
Manage episode 512009917 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.
…
continue reading
Chapters
1. Market Whiplash And Miner Sentiment (00:00:00)
2. Bitcoin Pullback And Stock Reactions (00:02:45)
3. Soluna’s Turnaround: Deals, Hashrate, Power (00:05:10)
4. Capacity Buildouts: Dorothy, Project Cati (00:09:50)
5. HUT 8’s Vega And Riverbend Expansion (00:13:05)
6. Iron’s Pivot: CSP And AI Strategy (00:16:10)
7. Contracts, ARR Targets, And Payback Math (00:20:05)
8. Demand, Utilization Risk, And Flexibility (00:24:05)
9. 100,000 GPU Roadmap And PUE Assumptions (00:28:00)
10. Hiring Ramp, First-Mover Edge, Closing (00:32:10)
410 episodes
All episodes
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