HPC Revolution: Comparing Billion-Dollar Data Center Contracts

Anthony Power and Bryce McNallie dive deep into the HPC AI data center contracts that are transforming Bitcoin mining companies into AI infrastructure providers, comparing deals between Applied Digital, Core Scientific, Terawulf, and Galaxy Digital with industry giants like CoreWeave and Core42. • Applied Digital announced a $7B contract with CoreWeave spanning 15 years, causing their stock to surge 28% in a single day • CoreWeave operates 33 data centers with 1.6 gigawatts of contracted pow...