Best Paramount Computer Podcasts (2026)

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How Power, Capital, And Partnerships Are Rewiring Bitcoin Mining For AI! 28:01

Play Pause

23h ago28:01

28:01

Bitcoin holds near 90K as miners rally and hyperscalers chase megawatts. We dig into Meta’s nuclear plans, real power pipelines from miners, capital strategies, and why partnerships and execution decide who wins the HPC shift. • Meta’s nuclear sourcing plan and its 2035 timing • Bitdeer’s gigawatt-scale Ohio footprint • Bitfarms’ North America pivo…

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AI & HPC Stock Valuation Metrics: EV, NAV & MCAP Analysis! 48:06

3d ago48:06

48:06

We track Bitcoin’s bounce, then dive into the numbers that actually decide who survives: liquidity, leverage, and the gap between net assets and market value. Site visits, insider buys, and a wind-powered HPC pilot show where the real edge is forming. • Bitcoin price momentum and miner beta • Why current ratios signal real liquidity • Debt ratios a…

1
AI Power Plays In 2026: Latest MARA, FUFU, HIVE & BTBT News! 29:45

4d ago29:45

29:45

We map how Bitcoin miners are evolving into AI and HPC infrastructure players while parsing MSCI’s guidance on digital asset treasury companies. We share updates onMARA, BitFuFu, Hive, and Bit Digital, and why power access sets the winners apart in 2026. • AI and HPC framed as the next growth engine for miners • MSCI’s DAT stance and passive buying…

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When Power Meets Compute: DMG, RIOT, CLSK, CIFR & BITF Stock News! 31:42

5d ago31:42

31:42

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 - powerminin…

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CEO Stock Comp Analysis: RIOT, WULF, MARA, CIFR & IREN! 49:18

6d ago49:18

49:18

We track Bitcoin’s push above 93k, a broad miner rally, and a bigger story: how stock-based compensation is being redesigned to drive the pivot from pure Bitcoin mining to HPC and AI infrastructure. We compare filings from Riot, Terawulf, Cipher, MARA, and IREN to show where incentives align with real performance and where shareholder patience is t…

1
We Came For Hashrate, Stayed For GPUs: BITF, HIVE, FUFU, RIOT & IREN! 31:47

9d ago31:47

31:47

We mark the new year with a rebrand to power analysis and a clear thesis: miners with cheap power, ready sites, and strong partners will lead the HPC shift while Bitcoin stabilizes near $90k. We cover portfolio moves, capital plans, and long-term contracts that change the game. • Bitcoin price action, whale buys, and tax dynamics • Miners’ rally an…

1
From Hashrate Giant To AI Contender: MARA’s 2026 Playbook 36:27

11d ago36:27

36:27

We break down how MARA uses scale, site control, and a deep Bitcoin treasury to pivot from pure mining toward high margin compute. The story centers on power: owning it, pricing it, and routing it to wherever returns are highest, from blocks to inference. • Bitcoin price holding near 87k and supply dynamics • 2025 miner returns and why MARA underpe…

1
Riot’s Big Bet On 2026: Deep Dive Company Analysis! 34:44

12d ago34:44

34:44

We break down why Riot Platforms is our top pick for 2026, focusing on operational turnaround, Texas-scale power, strong capital levers, and a measured pivot into AI and HPC data centers. The result is a strategy that values optionality, speed to market, and durable margins. • operational delivery improvements and top-tier efficiency • demand respo…

1
#SGGQA 426: Honor's HUGE Battery, Xiaomi 17 Ultra, and Wrapping Up 2025! 2:35:43

13d ago2:35:43

2:35:43

Our last podcast of 2025 is a PJ POD! LET'S GO! Wrapping up 2025 with some fun gadget news. Xiaomi announced the 17 Ultra, and we get a sneak peak at Honor's new MASSIVE battery phone. We can also chat out some of the top stories of the year! Happy Holidays! Let's get our tech week started right! -- Show Notes and Links https://somegadgetguy.com/b/…

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From SealMiner To AI: How Bitdeer Plans To Win 2026 43:08

13d ago43:08

43:08

We break down Bitdeer’s 2026 plan across custom SEAL miners, soaring self-mining growth, a global power pipeline nearing 3 GW, and a focused AI compute strategy that blends CSP and co-location. Field notes from Rockdale and deep dives on Bhutan, Washington, Knoxville, and Clarington round out a data-rich review. • Bitcoin market context and miner p…

1
DMG Blockchain - CEO Sheldon Bennet & COO Steven Eliscu Q&A - Q4 & FY25 Earnings! 48:13

14d ago48:13

48:13

We share Q4 and full-year results, then lay out how hydro cooling, energy grants, and site design set up Christina Lake to become a staged AI campus. We walk through our trust, pool, and software stack, and explain why AI co-location now offers the best near-term upside while Bitcoin remains core. • revenue up year over year and cash from operation…

1
WhiteFiber - CEO Sam Tabar - NC-1 & Nscale Deal Q&A! 31:16

19d ago31:16

31:16

We break down WhiteFiber’s 10-year, $865 million co-location and services deal with Nscale and why speed to revenue is the company’s edge. Sam Tabar details the retrofit-first playbook, financing approach, and why co-location outshines commoditized GPU cloud. • $2 million per MW ARR contract economics at NC1 • Co-location plus services model with d…

1
Bitdeer’s U.S. Manufacturing Bet And Cipher’s 200 MW Ohio Push! 15:49

19d ago15:49

15:49

We track a steady Bitcoin price and light holiday volumes while spotlighting the bigger shift: how AI and HPC demand, new tariff rules, and efficiency gains are reshaping mining strategy. Bitdeer moves manufacturing to Nevada and Cipher secures 200 MW in PJM as policy momentum builds. • Bitcoin price hovering high‑80k with muted tape • Miner board …

1
#SGGQA 425: Xiaomi 17 Ultra Revealed, NVIDIA GPU Cuts, US TikTok Ban Avoided 2:33:32

20d ago2:33:32

2:33:32

Apple and Google face regulatory pressure in Japan. TikTok might finally have a new USA home. YouTube bans channels for AI slop. Spotify's entire database was just copied. NVIDIA looking to squeeze gamers. Samsung announces a new chip. The Xiaomi 17 Ultra has been revealed. And we should take a moment to remember a techie who passed too soon. Let's…

1
Is The 4 Year Cycle Broken? 53:53

20d ago53:53

53:53

We map where Bitcoin sits after repeated 90k rejections and why ETFs, corporate treasuries, banks, and policy shifts could extend or break the four‑year cycle. Then we dig into miners decoupling from BTC as they pivot power toward HPC and sign AI compute deals that reshape valuations. • ETF demand and corporate HODL tightening free float • Policy m…

1
Inside The Week’s Biggest HPC Contracts & Construction Push: WYFI, IREN, CIFR, HUT & WULF! 35:03

23d ago35:03

35:03

Two landmark AI co-location deals reset expectations for Bitcoin miners, while construction updates show how speed, siting, and contract structure drive value. We compare NOI headlines with the real cost stack and call out where timelines and capex per MW separate leaders from laggards. • bitcoin stalls near 90,000 as options expiry looms • miners …

1
Why AI Is Not A Bubble And What It Means For Bitcoin Miners + DMGI & WULF News! 38:24

24d ago38:24

38:24

We track a choppy Bitcoin tape against surging AI compute demand and explain why miners with power, contracts, and build capability stand to benefit. DMG’s earnings, Terawulf’s JV financing, and fresh signals from chipmakers and analysts point to durable tailwinds, not a bubble. • Bitcoin price resilience alongside short-term pullbacks • Miners’ dr…

1
Hut 8’s $7B HPC Deal, Analysis & Outlook! 35:10

25d ago35:10

35:10

We break down Hut 8’s Google‑backed HPC lease with Anthropic and FluidStack, why the Riverbend campus is set up to scale, and how contract terms like ROFO, escalators, and NOI per megawatt change how miners are valued. Market volatility meets long‑dated cash flows as power becomes the moat. • Bitcoin price action and miner correlation • Shift from …

1
Luxor Technology, Research Analyst Kaan Farahani Q&A - November Network Analysis! 40:56

25d ago40:56

40:56

We break down November’s mining pain: hash price near new lows, difficulty still high, and fees stuck at the floor. We show how hedging outperformed spot, why efficiency and power costs decide survival, and where miners pivot toward AI HPC as capital gets cheaper. • November hash price decline and fee drought • Rising difficulty with intermittent n…

1
Top 3 Picks for 2026! 37:39

26d ago37:39

37:39

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 re…

1
#SGGQA 424: Disney Invests in OpenAI, Apple Loses Payment Case Appeal, Samsung to end SATA SSD Business 2:24:25

27d ago2:24:25

2:24:25

Verizon lost a small claims court case which might help others! Roomba's parent company is bankrupt! Samsung might end their SSD business. Disney invests in OpenAI. EU launches another anti-trust probe into Google search. Apple loses their appeal in their payments case. And maybe we could talk a LITTLE about this new phone on my desk... Let's get o…

1
AI HPC Hype Meets Bitcoin’s Pullback: What's Next For Miners? 47:31

27d ago47:31

47:31

Markets open deep red as Bitcoin snaps support and miner stocks slide. We dig into AI HPC doubts, delivery risk, regulation tailwinds, Bitdeer’s operational surge, and why treasury strategy now decides who survives the next 24 months. • Bitcoin breaks support and volumes stay thin • Miner heat map turns red despite no new contract news • AI HPC tim…

1
If You Put $1,000 Into Each Miner, Here’s How Many Sats You Actually Get! 35:28

1M ago35:28

35:28

We compare Satoshis per $1,000 across major Bitcoin miners, stack it against MNAV, and weigh how HPC contracts are reshaping valuations. ETF demand, thin volumes, and Hive’s new Colombia listing set the backdrop as we map where equity delivers more sats than buying BTC. • Bitcoin price steady near 90k with ETF inflows • Miner volumes lower and heat…

1
Rate Cuts And Hash Rates: Latest HIVE, ABTC & FUFU News! 25:12

1M ago25:12

25:12

We break down why the Fed’s 25 bps cut matters for miners’ capex and refinancing, then map how rising difficulty pressures production while HPC revenues open a second engine for growth. We spotlight Bitfufu’s cloud hashrate scale, American BTC’s treasury strategy, and Hive’s operational gains. • impact of a 25 bps cut on miner financing and interes…

1
Bitcoin Miners Catch A Green Wave: IREN, Soluna, Bitzero & Luxor News! 32:19

1M ago32:19

32:19

Markets pop and miners follow, but the real story is how operators are lowering costs, tightening financing, and moving into HPC AI. We break down Bitzero’s hydro buildout, Iron’s convertibles, Soluna’s hosting growth, and Luxor’s GPU push with COO Ethan Vera. • Miner heat map turns green after weeks of drawdowns • BitZero expands Norway site to 11…

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#SGGQA 423: Musk vs the EU, Netflix and Paramount Want WB, Meta Glasses Delayed 2:42:34

1M ago2:42:34

2:42:34

Elon Musk has declared war on the EU because of a small fine. Netflix really wants to buy WB, but Paramount might weasel in with a counter offer. Meta has delayed their AR glasses another year. The iPhone Air continues to flop. And we have to chat about this cute new tablet in my office! Let's get our tech week started right! -- Show Notes and Link…

1
Inside The Big 4 Contracts Powering HPC & AI: CIRF, CORZ, IREN & WULF! 47:35

1M ago47:35

47:35

We break down four landmark AI and HPC deals in mining and explain why power, PUE, and contract structure now drive valuation more than day-to-day price. We compare Cipher, Core Scientific, Iren, and TeraWulf, and share how Luxor’s tools can steady mining revenue. • Bitcoin price volatility context and miner performance • Why long-term contracts be…

1
Red Week, Strong Conviction: BTBT, FUFU, DMGI, HIVE & SLNH News! 33:30

1M ago33:30

33:30

We recap a red week for Bitcoin and miner equities, then dig into why leverage, difficulty, and power costs are rewriting mining economics. We compare strategies across ETH staking, fleet upgrades, and AI HPC, and share which teams are turning megawatts into durable cash flow. • Bitcoin dips below a key level amid leverage-driven volatility • Miner…

1
Bitzero Holdings - CEO, Mohammed Bakhashwain & Kevin O'Leary Q&A - Finland Giga-Scale News! 32:36

1M ago32:36

32:36

We trace Kevin O’Leary’s pivot from Bitcoin skeptic to investor and dig into why Bitzero is building a power-first platform for AI compute and mining. CEO, Mohammed Bakhashwain lays out hash rate growth, Finland’s heat reuse plan, and how cheap energy and permits beat hardware hype. • ETF approval as the inflection for institutional crypto • BTC an…

1
Latest Miner News: BitZero’s Finland Build & Riot’s Production Analysis! 23:55

1M ago23:55

23:55

We break down why ETF demand is changing Bitcoin’s market rhythm and how miners can win on efficiency, power, and optionality. Kevin O’Leary weighs in on the AI capex flood as Bitzero breaks ground in Finland and Riot posts steady, low-cost production. • Bitcoin price stabilising around 92–93k and ETF buying power shaping demand • Miner equities su…

1
Jim Cramer Says Sell: IREN & CleanSpark News! 28:25

1M ago28:25

28:25

We track a wild 24 hours where ETF demand dwarfs mining supply, UK policy shifts add legal clarity, and miner strategies split between pure Bitcoin efficiency and HPC expansion. CleanSpark posts a nuanced production update as IREN retools its capital stack for long-term growth. • Vanguard ETF flows translating into massive Bitcoin purchases • Short…

1
Bitcoin Miners, Fed Moves & IREN News! 35:10

1M ago35:10

35:10

Bitcoin rips back above 92k as miners wobble, institutions pile in, and IREN unveils a financing stack sized for hyperscale AI compute. We step through Marathon’s power-led strategy, Auradine’s efficiency jump, and why hashprice headwinds are forcing an HPC pivot. • Bitcoin volatility viewed through long-term returns • Miner equity correlation vers…

1
#SGGQA 422: AI With Ads, Memory Prices Spike, Sony's New Camera Sensor 2:38:24

1M ago2:38:24

2:38:24

A study is out showing you learn better with traditional search than with AI summaries. ChatGPT might start incorporating ads. Memory prices are skyrocketing, and this is probably bad news for the Galaxy S26. Sony announced a new camera sensor. Valve's Steam Machine will be priced similarly to a mini pc. OnePlus 15 clears the FCC FINALLY! And we ca…

1
Wind, Wires & Hashrate: HPC & AI Strategy Analysis! 48:16

1M ago48:16

48:16

We break down why Bitcoin’s drop doesn’t change the long arc toward higher compute demand, then map three distinct strategies reshaping mining into AI infrastructure. From wind curtailment to liquid cooling and CSP models, we focus on execution, timelines, and real contracts. • Market headwinds, leverage wipeouts, and miner drawdowns • Soluna’s beh…

1
From Halving To HPC: How Miners Adapt And Survive! 34:22

1M ago34:22

34:22

A green week lifts Bitcoin miners, but we dig beneath the bounce to show how difficulty, power costs, and fleet efficiency drive real margins. We walk through CleanSpark’s HPC pivot, Bitfarms’ positioning, Core Scientific’s crossroads, and why hash price lows are forcing strategy shifts. • market recap and whale selling context • miner heat map hig…

1
CleanSpark’s FY25 Earnings Analysis, WULF, HIVE & CIFR News! 33:42

2M ago33:42

33:42

We break down CleanSpark’s FY25 results, compare miner margins, and explain why hashprice pressure is pushing operators toward HPC. We also cover TerraWulf’s preferred conversion, Cypher’s warrants, and Hive’s new ATM, plus CleanSpark’s Texas expansion and options-based yield. • Bitcoin market context and volatility • CleanSpark FY25 revenue, margi…

1
AI Arms Race And Incoming Demand: CIFR, IREN, WULF & RIOT! 29:53

2M ago29:53

29:53

We weigh how AI became a national security priority and why miners with power are positioned to supply the surge. From AWS’s classified 1.3 GW plan to gigawatt campuses in Texas, we connect government demand, hyperscalers, and mining portfolios shifting to HPC. • market snapshot on bitcoin price and miner breadth • frank holmes on nato budgets and …

1
#SGGQA 421: On The Road! Let's Chat About AirDrop on Android... 2:31:10

2M ago2:31:10

2:31:10

We're on the road! Keeping this week's show a little leaner. For the last Monday of the month, let's talk about all this AirDrop on Android stuff, and then we'll let the chat decide where to go next. Let's get our tech week started right! -- Show Notes and Links https://somegadgetguy.com/b/4Z_ Support Talking Tech with SomeGadgetGuy by contributing…

1
Bitcoin Miners Bounce Back: Spotlight on Bitzero & DMG Blockchain! 27:05

2M ago27:05

27:05

We track Bitcoin’s rebound near 87,000, then dig into Bitzero’s CSE debut and DMG’s US expansion to show how miners are positioning for sovereign AI demand and secure, modular data centers. Government partnerships, cold-climate sites, and hydro power shape the next phase of compute. • BTC volatility, cycle risk, and profit-taking discipline • Miner…

1
HIVE Digital Technologies - Chairman, Frank Holmes Q&A - Q2 Earnings & Buzz HPC Growth! 44:22

2M ago44:22

44:22

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 dat…

1
Bitcoin Miners End A Max-Pain Week: IREN, CIFR, RIOT & BITF Analysis! 32:28

2M ago32:28

32:28

Bitcoin pulls back hard and miners feel the strain as hash price hits all-time lows. We unpack why the sector sold off, how HPC AI changes the playbook, and what to watch in balance sheets, power costs, and timelines. • price slide pressures miner margins and sentiment • AI co-location deals create revenue delays and interest costs • miners with lo…

1
Luxor Technology, Research Analyst Kaan Farahani Q&A - October Network & Miner Recap! 49:36

2M ago49:36

49:36

We unpack October’s miner economics with Luxor’s Kaan Farahani, connect difficulty and hash price to real production, and show how forward markets protected margins while fees hit historic lows. We compare Bitcoin mining versus AI/HPC power allocations and share data on what the curves imply next. • October difficulty up, production per EH down • B…

1
Data Center Demand & Deal Analysis: CIFR, RIOT, IREN, BITF & CLSK! 34:32

2M ago34:32

34:32

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 • …

1
Bitdeer Technologies - VP of Capital Markets, Jeff LaBerge Q&A - Q3 Earnings & HPC Strategy! 37:02

2M ago37:02

37:02

We unpack Bitdeer’s Q3 results, why IFRS noise masked operating strength, and how vertical integration across chips, rigs, and sites creates flexibility in a tougher mining market. We then break down the HPC strategy, from cloud services to colocation, and the plan to monetize three gigawatts of secured power as demand for 2026–2027 capacity surges…

1
BitFuFu - VP of IR Charley Brady Q&A - Q3 Earnings, Cloud Mining & Growth! 38:47

2M ago38:47

38:47

We sit down with BitFuFu’s VP of IR, Charlie Brady, to unpack a standout Q3 and the mechanics of a cloud-first mining model that balances locked-in revenue with Bitcoin upside. The conversation traces how dynamic hash allocation, disciplined costs, and smart site ownership create resilience heading into the halving. • cloud mining as a service driv…

1
Bitcoin Miners Under Pressure: FUFU, CAN, SLNH, WYFI, BTBT & HIVE News! 35:32

2M ago35:32

35:32

We revisit five Texas site visits, then unpack earnings across Bit Digital, WhiteFiber, Bitfufu, Soluna, Canaan, and Hive to map where mining margins compress and where HPC and cloud revenue expand. Bitcoin weakness, ETF flows, and hashprice slides frame the pivot from pure mining to diversified compute. • key takeaways from Texas tours and scale o…

1
IREN - COO Kent Draper Q&A - Q1 Earnings, Microsoft Deal, GPUs & Growth! 52:50

2M ago52:50

52:50

We break down IREN’s leap from top-tier bitcoin mining margins to a $10B Microsoft GPU-as-a-service contract, and how prepayments, Dell terms, and disciplined financing de-risk the build. The conversation spans GPU paybacks, ERCOT policy shifts, BC growth, and the balance between mining and AI. • Q1 operating highlights and mid‑60s gross margins • …

1
Soluna Holdings - CEO John Belizaire Q&A - Q3 Earnings, Outlook & Strategy! 51:50

2M ago51:50

51:50

We bring back Soluna CEO John Belizaire to unpack a transformative quarter, a Texas tour of the Dorothy facility, and a roadmap that blends Bitcoin hosting with AI-ready, renewable computing. The focus: convert curtailed wind into flexible, profitable load while scaling responsibly with strong partners. • 36% revenue growth and expanding gross marg…

1
#SGGQA 420: Tim Cook Stepping Down and, I'm Still Geeking Out on Steam Frame 2:36:09

2M ago2:36:09

2:36:09

Tim Cook might be stepping down as CEO of Apple, while a court rules Apple must pay penalties on infringing Apple Watch patents. Trumps tariffs might be ruled invalid, which would cost the country billions. Roomba might be going bankrupt, which would kill all those robot vacuums. Google has some big plans for gaming, and will allow "experienced" pe…

1
Inside Bitdeer's Rockdale Facility: Scale, Cooling, And The SEAL Miner Advantage! 22:05

2M ago22:05

22:05

A retired smelter in Rockdale now runs as Bitdeer’s flagship, blending direct-to-chip cooling, efficient SEALMiners, and tight software control into a quiet, fast-moving operation. We tour the repair center, walk the racks, test the thermals, and map the path from mining to AI-ready infrastructure. • origins as an aluminum smelter adapted for Bitco…