In this episode, we discuss how the emergence of AI, particularly through entities like DeepSeek, is impacting North American Bitcoin miners. Patrick Fleury, CFO of TeraWulf, shares insights into strategic partnerships, economic structures, and the future outlook for both mining and high-power computing within the volatile cryptocurrency landscape.• Discussion on AI HPC and its implications for Bitcoin mining • Overview of TeraWulf's partnership with Core42 and G42 • Economic breakdown of lease agreements and operational strategies • Insights on energy cost fluctuations affecting profitability • Predictions for the growth of Bitcoin mining in light of upcoming changes • Exploration of DeepSeek’s role in the current market landscape
