We weigh the Nvidia beat against a falling Bitcoin price and show why data center power, not GPUs, is the true bottleneck for AI. Site visits, fresh contracts, and campus build-outs reveal how miners are pivoting into durable, contracted HPC revenue. • Bitcoin price slide and miner sentiment • Nvidia’s record results and AI infrastructure demand • Power constraints as the limiting factor for compute • Field reports from Corsicana and Childress mega-sites • Microsoft’s footprint and expansion...
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We weigh the Nvidia beat against a falling Bitcoin price and show why data center power, not GPUs, is the true bottleneck for AI. Site visits, fresh contracts, and campus build-outs reveal how miners are pivoting into durable, contracted HPC revenue. • Bitcoin price slide and miner sentiment • Nvidia’s record results and AI infrastructure demand • Power constraints as the limiting factor for compute • Field reports from Corsicana and Childress mega-sites • Microsoft’s footprint and expansion...
We tour IREN’s Childress campus to see how power, cooling, and repeatable design create a mega-scale platform for Bitcoin mining today and HPC AI tomorrow. From grid ties and substation planning to closed-loop water and 20-year infrastructure, we map the strategy behind the Microsoft deal. • community impact in Childress and local hiring • 750 MW campus scale with 500 MW operating • grid-connected power and 345 kV lines • substation readiness and long-lead equipment • air-cooled Bitcoin hall...
Power Mining Analysis
We weigh the Nvidia beat against a falling Bitcoin price and show why data center power, not GPUs, is the true bottleneck for AI. Site visits, fresh contracts, and campus build-outs reveal how miners are pivoting into durable, contracted HPC revenue. • Bitcoin price slide and miner sentiment • Nvidia’s record results and AI infrastructure demand • Power constraints as the limiting factor for compute • Field reports from Corsicana and Childress mega-sites • Microsoft’s footprint and expansion...
