Bitcoin, AI, and Power Scarcity: Utilities, Curtailment, and the Next Rotation
The October 05, 2025 episode of the Jordi Visser Podcast features Jordi arguing that electricity, not GPUs, is now the binding constraint on AI deployment.
AI/HPC
AI Gigawatt Campuses: Power Quality, Cooling, and Supply Risk
The October 02, 2025 episode of Anastasi In Tech has Anastasi doing a deep dive on the “Colossus 2,” a gigawatt-scale AI campus. She explains how siting, interconnection, sub-cycle power control, liquid cooling, and on-site recycled-water systems now determine uptime and cost.
AI Energy Constraints and Bitcoin’s Market Outlook
The September 14, 2025 episode of the Jordi Visser Podcast features Jordi Visser analyzing how Oracle’s unprecedented AI order surge, resilient profit margins, and Federal Reserve easing reveal a structural investment cycle.
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.
AI Agents, Energy Bottlenecks, and Bitcoin Rails
In a July 10, 2025 Real Vision episode, macro investor Jordi Visser and host Raoul Pal argue that rapidly proliferating AI agents - hungry for chips and electricity - will displace mid-tier white-collar jobs and redirect trillions toward data-center infrastructure.
Bitcoin Miner Treasury Strategies and the AI-Ready Build-Out
The July 09, 2025 episode of McNallie Money features Bryce McNallie and Anthony Power dissecting June production data from leading public Bitcoin miners.
Modular Nuclear Gigasites: America’s Next Energy Edge
The April 23, 2025 episode of The Bitcoin Frontier features nuclear entrepreneur Isaiah Taylor explaining the process for mass-producing modular high-temperature gas reactors on “gigasites.”