EPISODE · May 10, 2026 · 20 MIN
🎙️ The AI Factory Era: NVIDIA’s $2B Bet, Strategy’s Paper Loss, and Arbitrum’s Court Win
from Haia Talks (English)
In our May 10th deep-dive, we analyze the landmark IREN-NVIDIA partnership and the deployment of 5GW of AI infrastructure. We cover the $12.5 billion impairment loss at Strategy Inc. and Coinbase’s record 8.6% market share despite a Q1 net loss.We break down the legal victory for Arbitrum DAO in Manhattan and the "Regulatory Schizophrenia" inside the ECB. Plus: Market intelligence on the Bitcoin short squeeze, the "Hormuz Peace Rally," and why the May 13th China visit is the ultimate catalyst for $93,000.#HaiaTalks #Bitcoin80k #NVIDIA #IREN #MicroStrategy #Arbitrum #StablecoinWars #MarketIntelligence #Crypto2026 #AIInfrastructure #ShortSqueeze🔗 More at https://haia.finance 🎧 Follow for Daily Deep Dives This episode was generated by AI.Send us Fan Mail
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In our May 10th deep-dive, we analyze the landmark IREN-NVIDIA partnership and the deployment of 5GW of AI infrastructure. We cover the $12.5 billion impairment loss at Strategy Inc. and Coinbase’s record 8.6% market share despite a Q1 net loss. We break down the legal victory for Arbitrum DAO in Manhattan and the "Regulatory Schizophrenia" inside the ECB. Plus: Market intelligence on the Bitcoin short squeeze, the "Hormuz Peace Rally," and why the May 13th China visit is the ultimate c...
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🎙️ The AI Factory Era: NVIDIA’s $2B Bet, Strategy’s Paper Loss, and Arbitrum’s Court Win
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