Episode Details
Back to EpisodesBitcoin Miners Bet Big On AI: MARA & WULF Earnings & News!
Description
We unpack a tough Bitcoin quarter and the miners who refuse to stand still. MARAand TeraWulf step hard into AI HPC, while CoreWeave’s scale reframes what “growth” looks like for power-rich operators.
• Bitcoin softness and miner volatility
• CoreWeave’s data center scale, power and backlog
• Delays resolved and deployment back on track
• Core Scientific and Riot earnings on deck
• Mara’s JV with Starwood and 2.5 GW pathway
• Liquidity, FASB impacts and depreciation
• Europe entry via Exaion and EDF access
• Can Bitcoin mining coexist with AI load
• TeraWulf’s 522 MW contracted HPC platform
• Serial delivery, PUE gains and NOI targets
• Hawesville and Chesapeake on-site power strategy
• Policy pressure to protect retail power prices
Hit the like button, feel free to subscribe, check our website powermininganalysis.com, sign up for the newsletter, and take a look at Miner Madness 5.0!
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