Frank Holmes joins us to map a fast-moving shift from pure Bitcoin mining to high-performance computing, set against a real data and power arms race. We talk Paraguay power, Canadian partnerships, GPU economics, and how to build tier three data centers on miner timelines.

• global macro framing for AI, chips and security
• miners as rapid-build data center operators
• Paraguay power expansion and dark fibre gaps
• Q2 highlights and 35 EH roadmap
• margin discipline, accelerated depreciation and upgrade cycles
• Bell Canada partnership and GPU-as-a-service strategy
• revenue targets for HPC and tier upgrades
• GPU demand across A40, H100, H200 and Blackwell
• financing options and contract strategy
• mining difficulty, industry shakeout and efficiency trends
• alternative assets amid MMT-era debt and BRICS dynamics
• closing reflections on gratitude and momentum

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