We weigh the Nvidia beat against a falling Bitcoin price and show why data center power, not GPUs, is the true bottleneck for AI. Site visits, fresh contracts, and campus build-outs reveal how miners are pivoting into durable, contracted HPC revenue.• Bitcoin price slide and miner sentiment• Nvidia’s record results and AI infrastructure demand• Power constraints as the limiting factor for compute• Field reports from Corsicana and Childress mega-sites• Microsoft’s footprint and expansion logic at Iron• Standardized 56 MW modules and Tier III readiness• Bitfarms’ US focus and gigawatt-scale planning• Cipher’s Fluidstack deal and 10-year revenue• Co-location vs owned compute risk and returns• Why every signed megawatt raises remaining valueHit the like button, feel free to subscribeAnthonys 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 - [email protected]

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