Why Bitcoin miners are betting big on AI compute.
Jul 29, 2025·00:43:24·Tap to summarize
In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., sits down with Anthony Power, co-founder of Power Mining Analysis and a leading voice in the mining world, to break down how the economics of Bitcoin mining are evolving and why many are shifting toward high-performance compute (HPC) infrastructure.This isn’t just about mining anymore, it's about building the digital infrastructure stack of the future.Chapters00:00 Introduction to Bitcoin Mining and Power Mining Analysis04:56 Current State of Bitcoin Mining10:14 Challenges and Adaptations in Mining14:43 The Shift to High-Performance Computing (HPC)19:14 Future of Bitcoin Mining and HPC24:26 Funding and Infrastructure for HPC29:05 Emerging Players in Mining Technology37:39 Conclusion and Future OutlookWhether you're long, short, or just curious about the future of mining infrastructure — this one goes deep.—Hosted by:Sean Emory — Founder & Chief Investment Officer, Avory & Co.https://www.avory.xyzGuest:Anthony Power — Co-founder of Power Mining AnalysisContributing Writer at Compass MiningFollow Avory & Co or Sean Emory📩 Questions? Contact us at: team@avoryco.com🌐 Website: www.avory.xyz🎙️ Podcast: Operator Mode & Around the Desk📺 YouTube: @AvoryCo—DisclaimerThis conversation is for informational purposes only and does not constitute investment advice. We may hold positions in some of the companies discussed. Please do your own research before making any investment decisions.© 2025 Avory & Co. All rights reserved.—Hashtags (10):#BitcoinMining, #HPCInfrastructure, #DigitalEnergy, #CryptoMarkets, #BitcoinEconomics, #AICompute, #MiningMargins, #CompassMining, #AroundTheDesk, #AvoryPodcast
