

Power Analysis
Miners Turn Data Center Titans: Latest HIVE, CIFR & IREN Deal Analysis!
Nov 3, 2025
30:18
S1 · E424
-(0)
About this episode
We track a turning point as leading Bitcoin miners pivot into high-performance compute, landing hyperscaler deals and redefining how power, GPUs, and data centers drive value. Hive, Iren, and Cipher set the pace while we compare risk, contracts, and value per megawatt. • Bitcoin price softness contrasted with strong miner equity performance • Hive scaling to 25 exahash while expanding Tier III HPC sites • Cold climate efficiencies and sovereign compute advantages • Iren’s five-year Microsoft...
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Episode Details
- Author
- Anthony Power & Bryce McNallie
- Show Type
- full
- Audio Format
- audio/mpeg