The Bitcoin Miners Are the New AI Landlords | Ep 41

Join Daniel Newman and Shay Boloor for a live episode of the Futurum Equities Podcast as they break down the week Bitcoin miners pivoted into AI landlords, the AI capex story the market just priced, and what's at stake going into the $NDA print on May 20. In this episode, Daniel and Shay discuss $IREN's $9.7B Microsoft AI cloud deal, $CIFR's 1GW Texas HPC buildout, $AMD and Palantir's blowout Q1 prints, $725B in 2026 hyperscaler capex, and why the energy bottleneck is becoming the most important moat in AI infrastructure. This livestream is built for investors who want sharp analysis on the AI compute race, the energy bottleneck reshaping infrastructure spend, and the equity stories the broader market is mispricing. Subscribe to Futurum Equities and turn on notifications so you never miss a live market discussion. #FuturumEquities #DanielNewman #ShayBoloor #BitcoinMining #AIInfrastructure #Nvidia