We break down IREN’s leap from top-tier bitcoin mining margins to a $10B Microsoft GPU-as-a-service contract, and how prepayments, Dell terms, and disciplined financing de-risk the build. The conversation spans GPU paybacks, ERCOT policy shifts, BC growth, and the balance between mining and AI. • Q1 operating highlights and mid‑60s gross margins • Details of the $10B Microsoft agreement and diligence • Prepayments, Dell payment terms, and lease financing • Two‑year GPU paybacks and mid‑30s e...
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We break down IREN’s leap from top-tier bitcoin mining margins to a $10B Microsoft GPU-as-a-service contract, and how prepayments, Dell terms, and disciplined financing de-risk the build. The conversation spans GPU paybacks, ERCOT policy shifts, BC growth, and the balance between mining and AI. • Q1 operating highlights and mid‑60s gross margins • Details of the $10B Microsoft agreement and diligence • Prepayments, Dell payment terms, and lease financing • Two‑year GPU paybacks and mid‑30s e...
Markets On Edge, Miners On Mission: BitFuFu, Canaan, Hive, Bitdeer & Soluna News!
Power Mining Analysis
33 minutes
6 days ago
Markets On Edge, Miners On Mission: BitFuFu, Canaan, Hive, Bitdeer & Soluna News!
A tough week for bitcoin and miners reveals which operators hold real power advantages, hardware roadmaps, and diversified revenue. We share on-site takeaways from Texas, break down October production across major names, and explain why HPC and hosting are becoming core to mining economics. • Bitcoin price pressure and macro drag • Miner sell-off dynamics and portfolio tactics • BitFufu production trends and fleet efficiency • Canaan operational gains and ultra-low power costs • Hive’s rapid...
Power Mining Analysis
We break down IREN’s leap from top-tier bitcoin mining margins to a $10B Microsoft GPU-as-a-service contract, and how prepayments, Dell terms, and disciplined financing de-risk the build. The conversation spans GPU paybacks, ERCOT policy shifts, BC growth, and the balance between mining and AI. • Q1 operating highlights and mid‑60s gross margins • Details of the $10B Microsoft agreement and diligence • Prepayments, Dell payment terms, and lease financing • Two‑year GPU paybacks and mid‑30s e...
