Nvidia Earnings Shockwave, BTDR AI Updates, WYFI & SLNH News!

Nvidia’s blowout quarter becomes our roadmap for where AI infrastructure demand is heading and why “companies with power” matter more than ever. We connect the dots between GPU spending, data center buildouts, Bitdeer’s mixed mining and HPC strategy, and what we’re watching into Iron earnings.

• Bitcoin range check and why we zoom out on volatility
• Market heat map read across miners and AI infrastructure names
• DMG moving ahead of earnings and what LOI timelines reveal
• Soluna insider buying and what it signals on long-term build plans
• Whitefiber NC1 commissioning progress and the path to contracted revenue
• Bitdeer July production surge, hashrate growth, and fleet efficiency angles
• AI cloud utilization and how fast GPU capacity is getting contracted
• Norway colocation economics, PUE advantage, and renewable power positioning
• Nvidia revenue, data center growth, margins, buybacks, and what it implies for the mining to HPC shift
• After-hours moves, sector shorting dynamics, and what we’re tracking next week

Let us know in the comments section below what you thought about NVIDIA results and what you're expecting from IREN tomorrow!

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