Power Analysis

Rate Hike Meets AI Compute Economics: Top IREN, HIVE & HUT Stock News!

September 16, 2026·24 min
Episode Description from the Publisher

We react to the Fed’s quarter-point rate hike and run the numbers on how higher SOFR changes the cost to build AI data centers and GPU compute at scale. We also dig into fresh AI infrastructure headlines from Hive and Hut 8, then sanity-check NVIDIA’s jaw-dropping claim about gigawatt AI factories and payback timelines. • Bitcoin cool-off after the Clarity Act disappointment and what that signals for sentiment • AI infrastructure heat map and why volatility keeps rising • Hi...

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