Bitcoin Miners Bet Big On AI: MARA & WULF Earnings & News!

We unpack a tough Bitcoin quarter and the miners who refuse to stand still. MARAand TeraWulf step hard into AI HPC, while CoreWeave’s scale reframes what “growth” looks like for power-rich operators.

• Bitcoin softness and miner volatility
• CoreWeave’s data center scale, power and backlog
• Delays resolved and deployment back on track
• Core Scientific and Riot earnings on deck
• Mara’s JV with Starwood and 2.5 GW pathway
• Liquidity, FASB impacts and depreciation
• Europe entry via Exaion and EDF access
• Can Bitcoin mining coexist with AI load
• TeraWulf’s 522 MW contracted HPC platform
• Serial delivery, PUE gains and NOI targets
• Hawesville and Chesapeake on-site power strategy
• Policy pressure to protect retail power prices

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