Is AI infrastructure the next great buildout — or the next bubble waiting to burst?

In this episode, Jake Corley (@jacobcorley) and Justin Ballard (@JLB_Oso) break down what might be the largest capital migration in modern history — the trillion-dollar rush to build data centers, generation, and power infrastructure for AI.

From Fermi America’s $13B IPO to Crusoe’s $10B valuation, from China’s 40-GW dams to America’s permitting gridlock — this one connects the dots between energy, compute, and capital.

We explore:
⚡ The $250B+ pouring into AI infrastructure this year
⚡ How off-grid power and natural gas are reshaping the landscape
⚡ Whether the boom is sustainable — or headed for a shakeout
⚡ Why China’s generation advantage could reshape the AI arms race
⚡ The fusion of AI, Power, and Bitcoin — and what it means for the next decade

It’s AI x Power x Bitcoin — and the lines are blurring fast.

Justin Ballard (@JLB_Oso) and Jake Corley (@jacobcorley) regroup to riff on miner-to-AI megadeals, gas-to-power plays, and a modular ASIC that could reset fleet economics.

AI x Power x Bitcoin

This week we break down:

TeraWulf × Google – a 10-year, 200 MW hosting deal (headline $3.7B; options could push multiyear value far higher) and why clean, reliable electrons (nuke/hydro) earn a premium—and might end in outright M&A.

Who’s Next? – the consolidation map: why Bitfarms (and possibly IREN/Iris) look “target-ready,” what MARA/RIOT are more likely to do, and how miner stock spikes telegraph hyperscaler interest.

CoreWeave–Core Scientific Playbook – how long-dated revenue agreements morph into acquisitions when the real prize is energized, rack-ready capacity.

Coterra’s Power Option – a 7-year gas sale to CPV’s 1.3 GW CCGT in Ward County with the right to buy ~250 MW/day indexed to ERCOT West—the first true Permian netback template and what it signals for E&Ps.

Turbines, Permits & Sudoku – deposits and long lead times, GPA/air permits (NOx/CO₂), and the catch-22 between offtakes and hardware—why scale + compliance + capital win.

Block’s Proto Miner – Apple-clean design, rack-side sub-90-second repairs (as pitched), modular hashboards, open-source fleet software, and a 10-year design life—what that does to uptime and capex cycles.

The AI Arms Race – trillion-dollar capex, billion-dollar talent bids, China’s generation build-out, and why power-secure brownfield beats greenfield timelines.

Where to Find Us IRL – Permian Power Conference (Midland, Sep 29–30) + Texas Capitol investor day/North American Blockchain Summit (Dallas, October).

Chris Kline, co-founder & COO of Bitcoin IRA, sits down with Justin Ballard (@JLB_Oso) and Jake Corley (@jacobcorley) to show you how to turn the IRS into your silent stacking partner.

They break down:

• Tax-Free BTC Forever – how Roth and SEP IRAs let your sats snowball to seven figures without kissing them goodbye to the tax man.
• Checkbook Control – spin up an IRA-owned LLC or trust to self-custody keys, lease tractors, or even run mining rigs—all inside the shelter.
• $69K Contribution Hack – entrepreneurs can shovel up to $69k a year into a SEP and slash today’s bill while super-charging tomorrow’s stack.
• Pentagon of Custody – the security architecture (and Rocket Dollar acquisition) that keeps grandma’s seed phrase off Facebook and ransom gangs at bay.