Huge IREN GPU & ATM Update + BTBT, FUFU, CLSK & CORZ News!
Power Analysis

Huge IREN GPU & ATM Update + BTBT, FUFU, CLSK & CORZ News!

Mar 5, 2026
57:05
S1 · E525
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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

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