We unpack why power access and delivery speed will decide the winners of AI HPC in 2026, then rank our top picks: Riot, IREN, Cipher, Bitfarms, and Core Scientific. Bitcoin’s pullback frames entry points, but the core story is megawatts, contracts, and teams that can build at scale.

• Bitcoin price weakness and miner share compression
• Heat map review and 2025 standouts
• Cipher’s executed contracts, multi‑site pipeline, trusted build team
• Bitfarms’ pivot to HPC with Panther Creek, Scrubgrass, and financing stack
• IREN CSP model with Microsoft, GPU scale, and mining efficiency
• Core Scientific’s CoreWeave colocation deal economics and margin profile
• Riot’s Corsicana scale, operational turnaround, and capital access
• Power scarcity as the decisive edge for 2026–2027 deals
• Outlook for HPC demand growth and miner optionality

Make your way over to powermininganalysis.com. Under the news drop down, you'll see a newsletter sign up. That's where all of the registration forms will originate and be sent directly to your email!

Anthonys Info:

Website:

https://www.powermininganalysis.com

X: 

https://twitter.com/cazenove_uk

Patreon:

https://www.patreon.com/Cazenove_UK

Bryce's Info:

X:

https://twitter.com/McnallieM

Patreon:

https://www.patreon.com/McNallieMoney

Merch:

https://shop.mcnalliemoney.com/

Website:

https://www.mcnalliemoney.com

Business Inquiries:

Email - [email protected]