EPISODE · Oct 28, 2025 · 29 MIN
AI Power & Land Grab: Latest Miner News & Price Targets (WULF, HUT & CORZ)
from Power Analysis · host Anthony Power & Bryce McNallie
We explore why power scarcity now drives the mining sector’s strategy, how AI demand is reshaping business models, and what TerraWolf’s Google-backed JV signals for valuation. Analyst upgrades, Core Scientific’s vote dynamics, and our Texas site tour round out a fast-moving day.• bitcoin price holding near highs and hash economics improving• power scarcity as the core bottleneck for AI and mining• global data center energy demand set to double by 2030• nuclear timelines versus near-term capacity needs• S&P rating of a digital asset treasury and volatility context• heat map read on miners and market caps shifting• analyst upgrades for Hut 8 and others• core scientific vote implications and valuation signals• terawulf’s fluidstack JV, Google backstop, 25-year hosting• revenue models, margins, and inflation escalators• texas tour with HC Wainwright analyst Kevin Dede and site visitsSign Up for Our Free Weekly Newsletter: https://www.powermininganalysis.com/newsletterAnthonys Info:Website:https://www.powermininganalysis.comX: https://twitter.com/cazenove_ukPatreon:https://www.patreon.com/Cazenove_UKBryce's Info:X:https://twitter.com/McnallieMPatreon:https://www.patreon.com/McNallieMoneyMerch:https://shop.mcnalliemoney.com/Website:https://www.mcnalliemoney.comBusiness Inquiries:Email - [email protected]
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We explore why power scarcity now drives the mining sector’s strategy, how AI demand is reshaping business models, and what TerraWolf’s Google-backed JV signals for valuation. Analyst upgrades, Core Scientific’s vote dynamics, and our Texas site tour round out a fast-moving day. • bitcoin price holding near highs and hash economics improving • power scarcity as the core bottleneck for AI and mining • global data center energy demand set to double by 2030 • nuclear timelines versus near-term ...
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AI Power & Land Grab: Latest Miner News & Price Targets (WULF, HUT & CORZ)
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