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...
We unpack why power access and delivery speed will decide the winners of AI HPC in 2026, then rank our top picks: Riot, IREN, Cipher, Bitfarms, and Core Scientific. Bitcoin’s pullback frames entry points, but the core story is megawatts, contracts, and teams that can build at scale. • Bitcoin price weakness and miner share compression • Heat map review and 2025 standouts • Cipher’s executed contracts, multi‑site pipeline, trusted build team • Bitfarms’ pivot to HPC with Panther Creek, Scrubg...
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...
