About this episode

The episode discusses the impact of AI demand on GPU limits and the changing market perception of AI data centers.

AI demand is hitting real-world GPU limits, and the market is finally pricing AI data centers like contracted infrastructure instead of a speculative pivot from mining. We break down the monster Hut 8 and Iren updates, the new analyst targets, and the governance and risk details that can make or break returns. • Bitcoin and Ethereum rebound and why that mood shift matters for the sector • Bit Digital NAV discount and how treasury assets can drive value debates • MicroStrategy dividend runway...

More episodes of Power Analysis

• Soluna Holdings - CEO, John Belizaire Q&A - Kati 2 LOI & Hyperscale Hire! · July 17, 2026 · 59 min
• New York’s Data Center Moratorium Meets A Market Sell-Off! · July 16, 2026 · 38 min
• CLSK Lands AI Deal, SLNH, KEEL & GLXY News! · July 14, 2026 · 30 min
• Bitcoin, Big Tech, And The AI Data Center Selloff: META, IREN & HUT! · July 13, 2026 · 39 min
• AI Earnings Season Analysis, Latest ABTC & WYFI News! · July 10, 2026 · 33 min
• Huge MARA & BDTR Site News, META Expanding Compute & IREN Shareholder Letter! · July 9, 2026 · 38 min

Explore listener stats, chart rankings, contacts and more on the Power Analysis podcast page.