Season 1 Episode 422
Microsoft signs a five-year, $9.7 billion contract with IREN as the miner pivots to building and operating AI data centers at 200 MW scale. We unpack EBITDA claims, GPU CapEx realities, Childress buildout progress, and why miners are becoming HPC providers.
• Contract headline terms and 20% prepayment
• Why this is not a co-location model
• GPU CapEx, depreciation, and EBITDA limits
• Childress site progress and horizon phases
• Expansion capacity at Sweetwater and timeline
• Partner lineup and NVIDIA preferred status
• Miners’ narrative shift from BTC to HPC
• ARR potential from scaled megawatts
• Risks, utilization, and renewal dynamics
Check out powermininganalysis.com for miner pages and news!
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 - powermininganalysis@gmail.com
Published on 1 month, 3 weeks ago
If you like Podbriefly.com, please consider donating to support the ongoing development.
Donate