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Best friends Joel and Matt are the co-hosts of How to Money which is all about providing the knowledge & tools that normal folks need to thrive in areas like debt payoff, DIY investing, and crucial money tricks that will provide continuous help along your journey. We believe that access to unbiased and jargon-free personal finance guidance is more necessary than ever before. When you handle your money in a purposeful, thoughtful way that works for your lifestyle, you can really start living ...
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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 tier four data centres
• aws secret and top secret ai infrastructure plan
• constraints around power, land and interconnects
• tours of childress, corsicana and sweetwater scale
• core scientific, cipher and terawulf contract momentum
• timelines, staged energisation and revenue bridges
• circular capital, cost of debt and incentive alignment
• canada’s sovereign ai and broader global race
• miners reallocating power from bitcoin to hpc
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Chapters
1. Market Check And Miner Sentiment (00:00:00)
2. Framing The AI Arms Race (00:02:47)
3. Frank Holmes On Security And AI (00:03:32)
4. Government Spend And AWS Contract (00:06:15)
5. Power Sourcing Through Bitcoin Miners (00:09:45)
6. Site Scale: Childress And Corsicana (00:12:20)
7. Sweetwater Capacity And Fit (00:16:20)
8. AWS–Cypher And Growing Deals (00:18:20)
9. Revenue Models And Timelines (00:21:10)
10. Circular Capital And Incentives (00:24:00)
11. Riot, Cypher, Core: Power Pipelines (00:27:10)
457 episodes
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