Episode Details
Back to EpisodesAI Data Center Timelines: KEEL, CIFR, IREN, BTDR, HUT, AIBZ, WULF & SLNH!
Description
We break down why AI data center buildouts are now a race against permitting, power access, and delivery timelines rather than hype. We also connect market volatility and Bitcoin miner fundamentals to what matters most for HPC colocation deals: megawatts, PUE, location, and execution.
• Bitcoin weakness and why miner-linked AI names stay volatile
• One-year heat map performance and why Keel earns a premium
• TeraWulf Kentucky campus timelines plus phase expansion potential
• Benefits of expanding existing sites, from learning curves to staffing
• Bitdeer scale, machine efficiency, and why it supports an HPC pivot
• Community involvement, permits, and water cooling concerns
• Soluna behind-the-meter strategy and why interconnection queues matter
• BitZero Nordic land reservation and Europe’s hyperscale demand
• Keel PUE advantage, de-risking to NTP, and inference-driven economics
• Analyst price targets for Cipher, IREN, and Hut 8
Let us know in the comment section below what you think of today's discussion on Keel and TeraWulf!
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