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: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email -
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