Episode
AI Data Center Timelines: KEEL, CIFR, IREN, BTDR, HUT, AIBZ, WULF & SLNH!
- Podcast
- Power Analysis
- Published
- Jun 23, 2026
- Duration seconds
- 2820
- Processing state
not_requested
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Summary
We break down why AI data center buildouts are now a race against permitting, power access, and delivery timelines rather than hype. We also connect market volatility and Bitcoin miner fundamentals to what matters most for HPC colocation deals: megawatts, PUE, location, and execution. • Bitcoin weakness and why miner-linked AI names stay volatile • One-year heat map performance and why Keel earns a premium • TeraWulf Kentucky campus timelines plus phase expansion potential&n...