Episode Details

Data Center Demand Surges As AI Infrastructure Players Race To Deliver!

Season 1 Episode 631 Published 13 hours ago

Description

We track how the AI infrastructure trade shifts from headlines to execution, where megawatts, grid regions, and build timelines decide who gets paid. We also debate co-location vs bare metal, using real company updates to show how contracts, financing, and delivery convert into durable revenue.

• Bitcoin price action and why we zoom out on volatility
• Strategy preferred shares buyback, yields, and how the capital levers work
• Sector heat map pullback across AI infrastructure and mining names
• Data center demand growth toward 2035 and why PJM deserves more attention
• ERCOT capacity, gigawatt sites, and why “ready and waiting” power matters
• Keel’s deal expectations, rerate logic, and what to watch into earnings
• WhiteFiber NC1 delivery, retrofit speed to market, and contract economics per megawatt
• Core Scientific and CoreWeave buildout progress, revenue ramp math, and why who funds capex changes margins
• AI bubble question, plus the trade-off between co-location safety and GPU ownership upside
• IREN’s three-layer stack framing: infrastructure, compute, software and services
• Soluna’s transparency, renewable power pipeline, and the market signal from notable buyers

Let us know in the comment section below which of these companies is your favorite in the space or your top pick currently in the sector!

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