The Mining Pod | Blockspace Media Kevin O’Leary: 50% of AI Builds Will Fail
Dec 9, 2025
Kevin O'Leary, the Shark Tank investor and crypto infrastructure enthusiast, shares insights on the future of AI and Bitcoin mining. He warns that half of North America's data centers could fail due to power constraints and discusses his investment in BitZero, a company committed to sub-$0.06/kWh energy solutions. Kevin elaborates on the demands of AI-capable data centers and the necessity of stable policies for long-term growth. He also highlights the importance of focusing on Bitcoin and Ethereum, while navigating the evolving crypto landscape.
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Lock In Ultra-Low Power First
- Secure power contracts at sub-$0.06/kWh before building data centers or mines.
- Prioritize owning the infrastructure and land to control costs and operations.
Half Of Announced Builds May Fail
- Many announced North American data centers will never be built due to power, permits, water, and community constraints.
- Power scarcity is the fundamental bottleneck for global compute expansion.
Be Shovel-Ready For Hyperscalers
- Build shovel-ready sites with permits, fiber, water, and power so hyperscalers can roll in quickly.
- Act as the land-and-infrastructure provider rather than trying to own every layer of the data center build.