All Episodes

Hive Earnings and CFO Interview, NVIDIA Backstops $500B OpenAI Site, Blue Energy’s 2.5 GW Gas/Nuke Build for Crusoe

Inside CoreWeave's Q2 Results and Enterprise AI Contracts w/ Brannin McBee

An Update on Keel's AI Lease Negotiations, Moses Lake, Sharon/Panther Creek Permitting w/ Ben Gagnon

Soluna Q2 Earnings and CFO Interview, NBIS Hits a Snag in NJ, What it Takes to Build Compute Futures

Keel CEO Interview, WhiteFiber CEO Interview, IREN Completes 50 MW Phase 1 for Microsoft

CoreWeave Q2 Earnings and CDO Interview, Nebius Q2 Earnings, WhiteFiber Q2 Earnings

Riot Q2 Earnings and $9.1B Rockdale Deal, NVIDIA’s $500B Financing Program, ERCOT Seeks Pushback on Batch Zero Deadlines

KEEL Q2 Earnings, Bitdeer Q2 Earnings, SP 500 Earnings Growth is Up 50%

Hut CEO Asher Genoot On Abbott's Data Center Audit, Q2 Results, Future AI Expansion

CleanSpark Q3 FY26 Earnings, Hut 8 CEO Interview, MARA Q2 Earnings

Investment Banks Rerate AI Stocks, Google’s $25B Bond, SpaceX’s Terafab Mega Factory

Galaxy Digital and TeraWulf Q2 Earnings, TeraWulf CFO Interview, SpaceX Q2 Earnings and Orbital Data Centers

Cipher Digital and Hut 8 Q2 Earnings, Ionic Digital CEO Interview, BTDR’s $4.7B AI Deal, ERCOT’s Batch Zero Hiccup

Earnings Week Kickoff, DeepSeek Taps Inner Mongolia for 1 GW, Banks Up AI Stock Targets

Hut 8’s $5B Illinois Site, Kimi K3 Trained on H200s, GPU Rental Price Contango

Situational Awareness Gets Liquidated, META/MSFT Earnings, TeraWulf Cleared for Morgantown Acquisition

Ionic Digital goes Public, Empery Digital’s AI Play, Galaxy Digital Closes $3.5B Raise, Banks Raise AI Stock Targets

MARA’s Exaion Lawsuit, Nvidia’s $250B OpenAI Backstop, CXMT’s 400% IPO Pump

SpaceX Joins Nasdaq 100, Meta’s Neocloud Play, the State of Bitcoin’s Quantum Computing Response

Strategy Opens Door to Sell $1.25B BTC, SpaceX Eyes Mesh Optical, Understanding GPU Financing

What Trump's Quantum Computing Executive Order Actually Means w/ Alex Pruden

OpenAI’s Jalapeno AI Chip, SpaceX’s $25B Debt Raise, and is STRC Breaking?

How the US Plans to Fast Track Data Centers, STRC Depegs from $100, Hive Signs $220M AI Deal

Applied’s $1.59B Raise, Illinois’s Bitcoin Transaction Tax, Why SaaS Bonds May Be in Trouble

SpaceX’s $250B IPO Raise, KEEL’s $458M Convertible Note, Hut 8’s $4.25 Senior Note, OpenAI’s 10 GW Datacenter

What Investors Miss About SpaceX’s IPO, Cipher’s $810M Riase for AWS Site, Applied Digital’s 210 MW AI Deal

CIFR & KEEL rip, SpaceX IPO, and Saylor didn’t sell

SpaceX IPO, Ohio's data center woes, Sphere3D goes public, and Bitcoin Volatility

IREN's 800MW in Australia, Zcash bug, and Google upscales to $84b

$GOOG is Raising $80B for AI, Polymarket’s MSTR Debacle, Swan Dismisses Proton Lawsuit

Anthropic's IPO, IREN’s $3.65B GPU Financing, Strategy Sells BTC, DMG’s 50 MW AI Data Center

Semiconductor Smugglers, Google’s 200 MW Solar Deal, Iran War’s Energy Market Impact, Debunking Data Center Water Myths

Robinhood Opens AI Trading, IREN’s $1.6B GPU Buy, Hut 8 CEO Beacon Point Update

Pope Leo Calls AI the Tower of Babel, China is Funding Anti-AI FUD, TeraWulf’s 1 GW KY Data Center

SpaceX’s $2T IPO, FBI Scams the Scammers, Trump Media Sells Bitcoin

Prime Bankruptcy Trust Sues Strike Parent Co for $150M, NAKA’s Reverse Stock Split, SEC Tokenized Stock Framework

Iran’s Hormuz Safe BTC Insurance, Prime Trust’s Swan Lawsuit, Hive’s 320 MW AI Data Center

IREN’s $3B Note, CME Compute Futures, Mike Alfred’s Stock Picks, Trump’s Q1 Bitcoin Equities

MARA’s Q1 Earnings, Nebius’ Blowout Q1, the $1,000 Bull Case for MSTR

IREN’s Nvidia Partnership and 5 GW Plan, Hut 8’s $9.7B Hyperscaler Deal, Strategy May Sell BTC to Own the Short Sellers

The Last Pure-Play Bitcoin Miner

Tether’s $XXI merger, Paul Sztorc is forking BTC, and $MARA buys a gas plantr & $XXI merger, Paul Sztorc forking Bitcoin, $MARA