# Applied Digital Valuation Analysis, KEEL Convert & HUT News!

Page: https://stenobird.com/podcast/power-analysis-6883670/applied-digital-valuation-analysis-keel-convert-hut-news
Text version: https://stenobird.com/podcast/power-analysis-6883670/applied-digital-valuation-analysis-keel-convert-hut-news.md
Podcast: [Power Analysis](https://stenobird.com/podcast/power-analysis-6883670)
Published: 2026-06-10T20:00:00+00:00
Episode link: https://www.buzzsprout.com/2355843/episodes/19327620-applied-digital-valuation-analysis-keel-convert-hut-news.mp3
Audio file: https://www.buzzsprout.com/2355843/episodes/19327620-applied-digital-valuation-analysis-keel-convert-hut-news.mp3
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JSON: https://stenobird.com/v1/public/podcasts/power-analysis-6883670/episodes/applied-digital-valuation-analysis-keel-convert-hut-news
Duration seconds: 2639

## Resource

We break down how AI infrastructure is pulling attention and capital, from token-priced AI subscriptions to hyperscaler demand for long-term compute capacity. We compare how different players finance data center builds and then walk through a detailed valuation model for Applied Digital’s contracted megawatts. • Bitcoin’s price action tied to macro risk and tech sentiment shifts • AI subscriptions moving toward token billing and utility-style pricing • SpaceX compute targets...

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## Transcript

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