

Power Analysis
Bitcoin Miners Bet Big On AI: MARA & WULF Earnings & News!
Feb 27, 2026
44:27
S1 · E518
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About this episode
We unpack a tough Bitcoin quarter and the miners who refuse to stand still. MARAand TeraWulf step hard into AI HPC, while CoreWeave’s scale reframes what “growth” looks like for power-rich operators. • Bitcoin softness and miner volatility • CoreWeave’s data center scale, power and backlog • Delays resolved and deployment back on track • Core Scientific and Riot earnings on deck • Mara’s JV with Starwood and 2.5 GW pathway • Liquidity, FASB impacts and depreciation • Europe entry via Exaion ...
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Episode Details
- Author
- Anthony Power & Bryce McNallie
- Show Type
- full
- Audio Format
- audio/mpeg