# AI Data Center Timelines: KEEL, CIFR, IREN, BTDR, HUT, AIBZ, WULF & SLNH!

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Text version: https://stenobird.com/podcast/power-analysis-6883670/ai-data-center-timelines-keel-cifr-iren-btdr-hut-aibz-wulf-slnh.md
Podcast: [Power Analysis](https://stenobird.com/podcast/power-analysis-6883670)
Published: 2026-06-23T17:00:00+00:00
Episode link: https://www.buzzsprout.com/2355843/episodes/19391629-ai-data-center-timelines-keel-cifr-iren-btdr-hut-aibz-wulf-slnh.mp3
Audio file: https://www.buzzsprout.com/2355843/episodes/19391629-ai-data-center-timelines-keel-cifr-iren-btdr-hut-aibz-wulf-slnh.mp3
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Duration seconds: 2820

## Resource

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...

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## Transcript

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