DMG Blockchain - CEO, Sheldon Bennett & COO, Steven Eliscu Q&A - Q2 Earnings & AI Strategy! episode artwork

EPISODE · May 28, 2026 · 42 MIN

DMG Blockchain - CEO, Sheldon Bennett & COO, Steven Eliscu Q&A - Q2 Earnings & AI Strategy!

from Power Analysis · host Anthony Power & Bryce McNallie

We sit down with DMG Blockchain Solutions CEO Sheldon Bennett and COO Stephen Eliscu right after Q2 earnings to unpack how they keep mining costs competitive while Bitcoin prices stay uncomfortable. We also dig into their 2026 push to convert Christina Lake into an AI and HPC data center platform, plus what the Malahat partnership could unlock for sovereign AI in Canada. • Q2 operational takeaways in a tough mining market • Lower cost to mine Bitcoin driven by power pricing and efficiency • Fleet strategy including tweaks to legacy miners and steady J/TH guidance • Malahat partnership status, site options, and why Indigenous land rules differ • Hybrid compute approach including AI plus storage and disaster recovery • Why low-cost Canadian power could attract neo-clouds and hyperscalers • Christina Lake buildout math from substation expansion to synthetic firm power • On-site gas generation as redundancy for AI uptime requirements • First-build options from existing buildings to modular and purpose-built designs • Boardman Oregon due diligence issues and why the US footprint matters • Thoughts on a TSX uplist and a future Nasdaq path • Sovereign AI demand drivers in Canada and what governments may require • Hiring plans for electrical, fiber, and data center development talent Let us know in the comments section below if you're currently holding shares of DMG and what you thought about this most recent round of earnings!Anthonys 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 sit down with DMG Blockchain Solutions CEO Sheldon Bennett and COO Stephen Eliscu right after Q2 earnings to unpack how they keep mining costs competitive while Bitcoin prices stay uncomfortable. We also dig into their 2026 push to convert Christina Lake into an AI and HPC data center platform, plus what the Malahat partnership could unlock for sovereign AI in Canada. • Q2 operational takeaways in a tough mining market • Lower cost to mine Bitcoin driven by power pricing and e...

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DMG Blockchain - CEO, Sheldon Bennett & COO, Steven Eliscu Q&A - Q2 Earnings & AI Strategy!

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