We weigh the Nvidia beat against a falling Bitcoin price and show why data center power, not GPUs, is the true bottleneck for AI. Site visits, fresh contracts, and campus build-outs reveal how miners are pivoting into durable, contracted HPC revenue.

• Bitcoin price slide and miner sentiment
• Nvidia’s record results and AI infrastructure demand
• Power constraints as the limiting factor for compute
• Field reports from Corsicana and Childress mega-sites
• Microsoft’s footprint and expansion logic at Iron
• Standardized 56 MW modules and Tier III readiness
• Bitfarms’ US focus and gigawatt-scale planning
• Cipher’s Fluidstack deal and 10-year revenue
• Co-location vs owned compute risk and returns
• Why every signed megawatt raises remaining value

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