# Keel Earnings, IREN’s $2B Convert & The AI Data Center Land Grab!

Page: https://stenobird.com/podcast/power-analysis-6883670/keel-earnings-iren-s-2b-convert-the-ai-data-center-land-grab
Text version: https://stenobird.com/podcast/power-analysis-6883670/keel-earnings-iren-s-2b-convert-the-ai-data-center-land-grab.md
Podcast: [Power Analysis](https://stenobird.com/podcast/power-analysis-6883670)
Published: 2026-05-11T20:00:00+00:00
Episode link: https://www.buzzsprout.com/2355843/episodes/19160126-keel-earnings-iren-s-2b-convert-the-ai-data-center-land-grab.mp3
Audio file: https://www.buzzsprout.com/2355843/episodes/19160126-keel-earnings-iren-s-2b-convert-the-ai-data-center-land-grab.mp3
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JSON: https://stenobird.com/v1/public/podcasts/power-analysis-6883670/episodes/keel-earnings-iren-s-2b-convert-the-ai-data-center-land-grab
Duration seconds: 2971

## Resource

We track the fast-moving shift from Bitcoin mining to AI infrastructure, where power capacity and signed leases drive the biggest valuation changes. We break down Keel’s earnings narrative, Iron’s financing move, and the key signals we watch to separate real deal momentum from noisy price action. • Bitcoin’s recent price action, volatility, and why fundamentals still matter • Strategy’s latest Bitcoin purchases, Stretch mechanics, and dividend obligations • The Clarity Act ...

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## Transcript

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