TeraWulf’s CFO Patrick Fleury walks through a new Google-backed FluidStack JV, why SPP beats ERCOT for timelines, and how a rated, callable debt structure unlocks scale. We compare co-location to GPUaaS, unpack NOI math, and outline a repeatable playbook for AI-ready, water-cooled data centers. • Google-supported FluidStack JV structure and equity split • Rationale for SPP over ERCOT and interconnect realities • Standardized high-density, water-cooled design and PUE nuance • Co-location econ...
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TeraWulf’s CFO Patrick Fleury walks through a new Google-backed FluidStack JV, why SPP beats ERCOT for timelines, and how a rated, callable debt structure unlocks scale. We compare co-location to GPUaaS, unpack NOI math, and outline a repeatable playbook for AI-ready, water-cooled data centers. • Google-supported FluidStack JV structure and equity split • Rationale for SPP over ERCOT and interconnect realities • Standardized high-density, water-cooled design and PUE nuance • Co-location econ...
Trade news flips risk sentiment as we break down how a China–US thaw, Mag 7 capex, and a Bitcoin bounce ripple through mining stocks. We dig into ABTC’s treasury buy, Hive’s exahash surge and AI buildout, and Core Scientific’s HPC pivot, deal math, and the upcoming vote. • tariff truce lifts indices and crypto • Mag 7 capex as a signal for AI and GPUs • Bitcoin recovery vs miner volatility at open • sector shift toward HPC and co-location • ABTC buys 1,414 BTC and launches sats per share • H...
Power Mining Analysis
TeraWulf’s CFO Patrick Fleury walks through a new Google-backed FluidStack JV, why SPP beats ERCOT for timelines, and how a rated, callable debt structure unlocks scale. We compare co-location to GPUaaS, unpack NOI math, and outline a repeatable playbook for AI-ready, water-cooled data centers. • Google-supported FluidStack JV structure and equity split • Rationale for SPP over ERCOT and interconnect realities • Standardized high-density, water-cooled design and PUE nuance • Co-location econ...
