AI Capacity Needs and Build Costs

Subscribe to the Blockspace newsletter for market-making news as it hits the wire!

Welcome back to The Mining Pod! Today, Kevin O'Leary, investor and Shark Tank star, joins us to talk about the intersection of Bitcoin mining and AI infrastructure. Kevin breaks down why he invested in Bitzero and why the North American grid is all but tapped out. He also covers geopolitical AI chip strategies, the Genius Act and stablecoins, and why institutional capital will ignore altcoins while boosting BTC and ETH.

Subscribe to the newsletter! https://newsletter.blockspacemedia.com

**Notes:**

* Sub $0.06/kWh power is key

* 50% of NA data centers will fail 

* Global data center demand is 250GW

* 1GW compute needs 1.4GW buildout 

* 1.4GW buildout costs up to $7B 

* Bit Zero has 1.5 EH/s in Norway

Timestamps:

00:00 Start

02:51 What is Bitzero?

06:18 What sets Bitzero apart?

08:45 What are investors missing?

11:19 Expansion strategy & load mix

16:17 18 actual customers

20:15 AI bull market timeline

25:33 Classifying assets & portfolio allocations

👉CleanSpark, America's Bitcoin Miner!

CleanSpark (Nasdaq: CLSK) is a market-leading data center developer with a proven track record of success. We own a portfolio of power, land, and data centers across the United States powered by globally competitive energy prices. Sitting at the intersection of Bitcoin, energy, operational excellence and capital stewardship, we optimize our infrastructure to deliver superior returns to our shareholders. Monetizing low-cost, high reliability energy by producing a global emerging critical resource – compute – positions us to prosper in an ever-changing world.

👉 FBOX, Cooling for Bitcoin Mining and the AI Data Center Transformation

FBOX is the global leader in cooling system manufacturing, with the #1 shipment volume of bitcoin mining containers worldwide. Not only powering for the strongest hashrate, their technology also helps mining infrastructure transform into AI data centers. Backed by the largest production scale on earth, global deployment capability, and a full range of cooling solutions, they are shaping the future of compute.

👉 Luxor, Leaders In Bitcoin Mining and Compute Power!

Get game-changing mining results with Luxor Firmware. Boost hashrate, cut energy costs, protect your hardware, and maximize mining profits with LuxOS.

Published twice weekly, "The Mining Pod" interviews the best builders and operators in the Bitcoin and Bitcoin mining landscape. Subscribe to get notifications when we publish interviews on Tuesday and a news show on Friday!

Learn more about your ad choices. Visit megaphone.fm/adchoices