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...
Why AI Is Not A Bubble And What It Means For Bitcoin Miners + DMGI & WULF News!
Power Analysis
38 minutes
3 weeks ago
Why AI Is Not A Bubble And What It Means For Bitcoin Miners + DMGI & WULF News!
We track a choppy Bitcoin tape against surging AI compute demand and explain why miners with power, contracts, and build capability stand to benefit. DMG’s earnings, Terawulf’s JV financing, and fresh signals from chipmakers and analysts point to durable tailwinds, not a bubble. • Bitcoin price resilience alongside short-term pullbacks • Miners’ drawdown contrasted with expanding AI HPC demand • DMG earnings under IFRS versus GAAP context • DMG balance sheet strength and SOC 2 credibility • ...
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...
