Episode Details

Power Pipeline Or Pipe Dream... IREN, CIFR, WULF, BITF, HUT & RIOT!

Season 1 Episode 495 Published 1 month ago

Description

We map the AI HPC land grab as Bitcoin miners race to convert power pipelines into revenue. Deals, financing, and timelines separate real execution from wishful thinking while megawatts emerge as the true bottleneck.

• Bitcoin price momentum and state-level adoption
• Regulated dollar stablecoin impact and centralization tradeoffs
• Hyperscaler CapEx, Anthropic’s funding and revenue growth
• Pipeline vs pipe dream economics and depreciation math
• Bitfarms’ Washington build and Quebec potential
• BitDeer’s global sites with near-term energization
• BitZero’s Norway conversions and US bunker site
• Cipher’s Texas rollout and staged interconnects
• CleanSpark’s ERCOT land, awaiting first AI deal
• Core Scientific’s CoreWeave anchor and expansion sites
• DMG’s Oregon entry near AWS clusters
• Hive’s tiered data centers and 11,000 GPUs
• Hut 8’s multi-gigawatt pipeline and disciplined phasing
• IREN’s builds and earnings speculation
• MARA’s owned capacity and M&A flexibility
• Riot’s Corsicana and Rockdale re-rate setup
• Soluna’s project finance model and cascading paybacks
• Bit Digital’s N-Scale win and 2026 ramp
• TeraWulf’s funded template and Google-backed partners
• Power as the constraint, financing as the filter

Let us know in the comments section below which company you expect to hear a deal from next and your top pick in the space!