

Power Analysis
Huge IREN GPU & ATM Update + BTBT, FUFU, CLSK & CORZ News!
Mar 5, 2026
57:05
S1 · E525
-(0)
About this episode
We break down IREN’s 50,000-GPU order, the new $6 billion ATM, and the Dell Canada supply deal, then test the revenue math, payback, and build timelines against today’s volatile mining backdrop. We also scan updates from Bit Digital, BitFuFu, CleanSpark, and Core Scientific to frame the capital landscape. • bitcoin and miner price moves shaping sentiment • bit digital’s ethereum treasury and staking yield • bitfufu’s production mix and cloud margin resilience • cleanspark efficiency, curtail...
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Episode Details
- Author
- Anthony Power & Bryce McNallie
- Show Type
- full
- Audio Format
- audio/mpeg