Power Analysis
Anthony Power & Bryce McNallie
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Bitcoin Miners Bet Big On AI: MARA & WULF Earnings & News!
We unpack a tough Bitcoin quarter and the miners who refuse to stand still. MARAand TeraWulf step hard into AI HPC, while CoreWeave’s scale reframes what “growth” looks like for power-rich operators. • Bitcoin softness and miner volatility • CoreWeave’s data center scale, power and backlog • Delays resolved and deployment back on track • Core Scientific and Riot earnings on deck • Mara’s JV with Starwood and 2.5 GW pathway • Liquidity, FASB impacts and depreciation • Europe entry via Exaion and EDF access • Can Bitcoin mining coexist with AI load • TeraWulf’s 522 MW contracted HPC platform • Serial delivery, PUE gains and NOI targets • Hawesville and Chesapeake on-site power strategy • Policy pressure to protect retail power prices Hit the like button, feel free to subscribe, check our website powermininganalysis.com, sign up for the newsletter, and take a look at Miner Madness 5.0! Anthonys Info: Website: https://www.powermininganalysis.com X: https://twitter.com/cazenove_uk Patreon: https://www.patreon.com/Cazenove_UK Bryce's Info: X: https://twitter.com/McnallieM Patreon: https://www.patreon.com/McNallieMoney Merch: https://shop.mcnalliemoney.com/ Website: https://www.mcnalliemoney.com Business Inquiries: Email - powermininganalysis@gmail.com
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