AI Buildout, Grid Constraints, and Bitcoin’s Macro Linkages
The September 28, 2025 episode of the Jordi Visser Podcast has Jordi analyzing how AI-driven compute expansion collides with power grids, memory supply, and market concentration.
Energy
AI Buildout, Power Bottlenecks, and Bitcoin Optionality
The September 21, 2025 episode of the Jordi Visser Podcast features Jordi outlining how an AI-led capex cycle is colliding with power constraints, long equipment lead times, and memory tightness as inference shifts toward on-device NPUs.
Oilfield Gas-to-Bitcoin: Financing, Contracts, and Regulatory Drivers
The September 23, 2025 episode of TFTC features Sean Milmoe explaining how using otherwise wasted oilfield gas to power Bitcoin mining can create more value than selling it into pipelines at standard market prices.
AI Energy Limits and Global Compute Rivalries
The September 03, 2025 episode of the Peter H. Diamandis Podcast features Alexander Wissner-Gross and Dave Blundin analyzing Elon Musk’s Colossus data centers and the broader AI arms race.
Bitcoin Mining as an Energy Market Solution
The August 16, 2025 episode of the What is Money podcast features David Branscum explaining how Bitcoin mining stabilizes energy grids and monetizes wasted resources.
Pacific Northwest Bitcoin Mining Constraints and Growth Paths
The August 12, 2025 episode of The Mining Pod features Beau Turner explaining how low-cost hydro power in the Pacific Northwest contrasts with restrictive Bonneville Power Administration rate structures and a legacy of strained utility relations.
Bitcoin Mining as a Strategic Solution for Stranded Natural Gas
The August 12, 2025 episode of the TFTC podcast features Chris Alfano explaining how 360 Energy deploys Bitcoin mining to monetize stranded and undervalued natural gas.