Stephan Livera Podcast cover image

PLAN B Lugano Podcast - Day 1 with Philip Walton, Roy Sheinfeld, Tiero | SLP697

Stephan Livera Podcast

00:00

Macro trends: AI demand and asset relocation

Philip discusses Western demand for AI/HPC energy, miners pivoting, and relocating excess mining assets to Africa.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app