Frank Holmes joins us to map a fast-moving shift from pure Bitcoin mining to high-performance computing, set against a real data and power arms race. We talk Paraguay power, Canadian partnerships, GPU economics, and how to build tier three data centers on miner timelines.• global macro framing for AI, chips and security• miners as rapid-build data center operators• Paraguay power expansion and dark fibre gaps• Q2 highlights and 35 EH roadmap• margin discipline, accelerated depreciation and upgrade cycles• Bell Canada partnership and GPU-as-a-service strategy• revenue targets for HPC and tier upgrades• GPU demand across A40, H100, H200 and Blackwell• financing options and contract strategy• mining difficulty, industry shakeout and efficiency trends• alternative assets amid MMT-era debt and BRICS dynamics• closing reflections on gratitude and momentumTake a second, smash the like button, guys. If you're not already subscribed, McNallie Money, feel free to join. And let us know in the comments section below if you're currently holding shares of Hive and what you thought about their numbers.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 - [email protected]

Ver todos los episodios