We unpack why power access and delivery speed will decide the winners of AI HPC in 2026, then rank our top picks: Riot, IREN, Cipher, Bitfarms, and Core Scientific. Bitcoin’s pullback frames entry points, but the core story is megawatts, contracts, and teams that can build at scale.• Bitcoin price weakness and miner share compression• Heat map review and 2025 standouts• Cipher’s executed contracts, multi‑site pipeline, trusted build team• Bitfarms’ pivot to HPC with Panther Creek, Scrubgrass, and financing stack• IREN CSP model with Microsoft, GPU scale, and mining efficiency• Core Scientific’s CoreWeave colocation deal economics and margin profile• Riot’s Corsicana scale, operational turnaround, and capital access• Power scarcity as the decisive edge for 2026–2027 deals• Outlook for HPC demand growth and miner optionalityMake your way over to powermininganalysis.com. Under the news drop down, you'll see a newsletter sign up. That's where all of the registration forms will originate and be sent directly to your email!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]

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