Energy Resiliency & Bitcoin
summary
Panel argues Bitcoin mining and AI compute share hardware and grid value, showing concrete moves: a Lake Mariner site running 91% green power and refreshing fleet to reach ~18.2 J/TH while redeploying capital from a sold 25% behind‑the‑meter nuclear stake into expansion. Plan commits 250 MW dedicated to HPC (next CB1/CB2 buildouts) and expects nuclear to matter long term but not for 4–10+ years, with small modular reactors by 2028 as an optimistic hinge.
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chapters (7)
- 0:00Introduction
- 7:59Energy Resiliency
- 9:53Nuclear
- 13:22TerraWolf
- 16:22Data Center Industry
- 21:42Terawolf
- 22:52Outro
