AI Arms Race And Incoming Demand: CIFR, IREN, WULF & RIOT!

We weigh how AI became a national security priority and why miners with power are positioned to supply the surge. From AWS’s classified 1.3 GW plan to gigawatt campuses in Texas, we connect government demand, hyperscalers, and mining portfolios shifting to HPC. • market snapshot on bitcoin price and miner breadth • frank holmes on nato budgets and tier four data centres • aws secret and top secret ai infrastructure plan • constraints around power, land and interconnects • tours of childress,...