About this episode
We confront earnings night with clear eyes: AI capex is booming while hash price hits new lows and miners bleed red. We weigh the odds of Iron and CleanSpark landing contracts, unpack GPU lifespan signals from AWS, and track who survives the squeeze with efficiency, power, and better financing. • IREN deal speculation, timeline, and market expectations • sweetwater energization, power pricing, and client need • google revenue strength and hyperscaler capex surge • aws a100 longevity and csp ...
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Episode Details
- Author
- Anthony Power & Bryce McNallie
- Show Type
- full
- Audio Format
- audio/mpeg

