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AI/HPC

AI Power, Dollar Rails, and Bitcoin’s Electricity Grid Role

AI Power, Dollar Rails, and Bitcoin’s Electricity Grid Role

The November 06, 2025 episode of Real Vision features Jordi Visser analyzing how an AI-driven compute buildout, energy constraints, and dollar-denominated stablecoin rails could shape markets into 2030.

Bitcoin, AI, and Power Scarcity: Utilities, Curtailment, and the Next Rotation

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 Gigawatt Campuses: Power Quality, Cooling, and Supply Risk

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

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

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

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

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.