Data Center Demand & Deal Analysis: CIFR, RIOT, IREN, BITF & CLSK!
Description
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 logic at Iron
• Standardized 56 MW modules and Tier III readiness
• Bitfarms’ US focus and gigawatt-scale planning
• Cipher’s Fluidstack deal and 10-year revenue
• Co-location vs owned compute risk and returns
• Why every signed megawatt raises remaining value
Hit the like button, feel free to subscribe
Anthonys Info:
Website:
https://www.powermininganalysis.com
X:
https://twitter.com/cazenove_uk
Patreon:
https://www.patreon.com/Cazenove_UK
Bryce's Info:
X:
Patreon:
https://www.patreon.com/McNallieMoney
Merch:
https://shop.mcnalliemoney.com/
Website:
Business Inquiries:
Email - powermininganalysis@gmail.com
United States
