We track how Bitcoin miners became AI and HPC power brokers, why energy access is the new moat, and where the rumor mill meets real contracts and margins. We compare co-lo vs CSP models, decode PUE and per‑MW revenue, and flag the next likely dealmakers. • volatility in Bitcoin and miner price action • satoshis per share vs per dollar invested • pivot from mining to AI and HPC • power as the bottleneck and location edge • Goldman forecasts on data center grid demand • Hut 8 pipeline and Illi...
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We track how Bitcoin miners became AI and HPC power brokers, why energy access is the new moat, and where the rumor mill meets real contracts and margins. We compare co-lo vs CSP models, decode PUE and per‑MW revenue, and flag the next likely dealmakers. • volatility in Bitcoin and miner price action • satoshis per share vs per dollar invested • pivot from mining to AI and HPC • power as the bottleneck and location edge • Goldman forecasts on data center grid demand • Hut 8 pipeline and Illi...
AI HPC Hype Meets Bitcoin’s Pullback: What's Next For Miners?
Power Analysis
47 minutes
1 month ago
AI HPC Hype Meets Bitcoin’s Pullback: What's Next For Miners?
Markets open deep red as Bitcoin snaps support and miner stocks slide. We dig into AI HPC doubts, delivery risk, regulation tailwinds, Bitdeer’s operational surge, and why treasury strategy now decides who survives the next 24 months. • Bitcoin breaks support and volumes stay thin • Miner heat map turns red despite no new contract news • AI HPC timelines, utilization risk, and build-to-spec challenges • Core Scientific delivery cadence and implications for peers • US crypto market structure ...
Power Analysis
We track how Bitcoin miners became AI and HPC power brokers, why energy access is the new moat, and where the rumor mill meets real contracts and margins. We compare co-lo vs CSP models, decode PUE and per‑MW revenue, and flag the next likely dealmakers. • volatility in Bitcoin and miner price action • satoshis per share vs per dollar invested • pivot from mining to AI and HPC • power as the bottleneck and location edge • Goldman forecasts on data center grid demand • Hut 8 pipeline and Illi...
