Power Analysis

GPU Rates Jump: Latest IREN, GLXY, NBIS, WULF, BTDR & KEEL Stock News!

September 17, 2026·50 min
Episode Description from the Publisher

GPU rental rates are rising fast, and we walk through why that single change can reprice AI infrastructure stocks, revenue per megawatt, and the long-term economics of HPC data centers. We connect Bitdeer’s operating momentum, TeraWulf’s valuation case, and new Wall Street targets to the bigger story that compute scarcity may be getting worse, not better. • Bitcoin’s current trading range and what weekends typically look like for volatility • Heat map reversal across AI infrastruc...

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