Childress Revenue Estimates, Soluna Earnings & AI News!

We map today’s selloff across AI data center stocks and Bitcoin miners, then trace how geopolitics and energy prices bleed into inflation pressure and risk appetite. We also quantify the AI buildout with hyperscaler CapEx, GPU hour economics, and the brutal capital needs behind the HPC pivot.

• oil and geopolitics driving real world cost pressure
• hyperscaler AI CapEx rising toward historic levels
• Nvidia profit growth as a demand signal
• big tech pullback despite strong forward expectations
• Bitcoin range action and why miners stay volatile
• ABTC growing its Bitcoin treasury as Strategy pauses
• Bitdeer’s 180MW Norway AI data center plan
• supply chain bottlenecks like transformers and switchgear
• Riot’s vertical integration advantage via ESS Metron
• Iren Sweetwater capacity framing in GPUs and GPU hours
• revenue sensitivity to utilization and contracted rates
• Soluna’s earnings focus on capital formation and build costs
• behind the meter wind power lowering blended electricity rates
• Miner Madness standings and how fast markets flip

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