AI Predictions for 2026: Frank Holmes on Bitcoin, Data Centers & the Next Super Cycle скачать в хорошем качестве

AI Predictions for 2026: Frank Holmes on Bitcoin, Data Centers & the Next Super Cycle

In this Financial Fox episode, Stefania Barbaglio interviews Frank Holmes, Executive Chairman of HIVE Digital Technologies (NASDAQ: HIVE), to unpack his AI predictions for 2026 and how they intersect with Bitcoin mining, data centers, and the coming commodities super cycle. Frank explains why AI infrastructure demand is set to explode in 2026, how HIVE’s dual-engine model (Bitcoin + AI/HPC) aims to capture both cycles, and why he believes compute, energy and data centers will be some of the most important strategic assets of the decade. The conversation also covers what the AI boom means for investors, the evolving role of Bitcoin data centers in the AI era, and how Canada and other hydro-rich regions could become key hubs for sovereign and enterprise AI compute. Hive Digital Technologies is leading the way in AI-driven Bitcoin mining with energy efficiency, sustainability, and innovation at its core. Financial Fox is a media partner of BTC Prague (June 11-13), use code "FOX" to get discounts. Get Tickets Here: https://btcprague.com/ Key highlights & timestamps 01:40 - Introduction to the episode: What are the AI trends for 2026? 05:13 – Tradition & scarcity: Frank links his background in gold, crypto and luxury goods to HIVE, arguing scarcity underpins value. 08:10 – Is the four-year cycle over? Discussion on whether Bitcoin’s four-year cycle still exists and why cycles may persist. 10:08 – Bitcoin into 2026: Why money printing, MMT and negative real rates favor Bitcoin and scarce assets. 13:25 – Treasury buyers & centralisation: Concerns over Bitcoin treasury firms and Saylor-style convertible debt strategies. 15:24 – AI narrative and crypto: AI hype compared to the 2000 tech bubble and its pressure on miners and tech stocks. 17:30 – AI vs Bitcoin data center costs: AI data centers cost far more than mining, with capital needs still underestimated. 18:20 – Financial war, BRICS & gold: Global financial tensions drive central bank gold buying alongside Bitcoin. 22:51 – Miners as AI pioneers: How miners unlocked stranded energy and built foundations for future AI systems. 21:55 – Sovereign data & protectionism: Governments push for sovereign data centers and AI, reshaping infrastructure. 23:44 – Space hype & HIVE’s edge: Skepticism on space data centers versus HIVE’s practical energy and compute focus. 28:03 – Hyperscaler deals vs own clients: Why HIVE prefers serving its own HPC clients over long hyperscaler contracts. 33:16 – Financing AI expansion: The need for miners to add AI exposure without overleveraging or overspending. 34:30 – Debt, Paraguay & scale: HIVE’s low debt, rapid growth and Paraguay’s impact on EBITDA and scale. 36:30 – Paraguay as “Switzerland of LatAm”: Why Paraguay could become a regional hub for AI and data centers. 37:38 – Bogotá listing & pensions: HIVE’s Bogotá listing opens access to Latin American retail and pension capital. 40:01 – NATO, Europe & AI boom: Underinvestment in AI across Europe and Canada could drive major build-outs. 42:00 – What excites Frank for 2026: Frank shares his biggest opportunities and themes looking toward 2026. 42:48 – Gold royalties, Tether & GoEU: Why combining Bitcoin, gold and royalties beats a Bitcoin-only approach. 44:45 – Tether Gold vs bullion ETFs: Tether Gold emerges as a major bullion buyer and pricing signal. 46:00 – Dollar dominance & contrarian mining: Latin America’s dollar preference and why Tether and HIVE expand mining. 47:24 – Conviction, resilience & work: The discipline and hard work behind successful contrarian strategies. 47:46 – Shipping & travel ETFs as macro gauges: Shipping and travel ETFs signal a stronger real economy than headlines suggest. 🔔 Don't forget to subscribe to Financial Fox for more exclusive interviews and thought leadership from industry innovators! 🔗 Stay Connected: 📌 Follow Stefania Barbaglio on LinkedIn:   / stefaniabarbaglio   📌 Follow Stefania Barbaglio on Twitter:   / stefixy   📌Follow Frank Holmes on LinkedIn:  / frank-holmes-0a941b16   📌 Follow Frank Holmes on Twitter: https://x.com/bulldogholmes 🔗 Frank’s weekly newsletter & Frank Talk blog: https://www.usfunds.com/frank-talk-su... 🌐 LET'S CONNECT: 💻 Website: https://financialfox.news/ 🐦 Twitter:   / _financialfox   🔘 Facebook:   / financialfoxtv   📖 Medium:   / steffy_56400   🤳 Instagram:   / financialfoxtv   🔔 Subscribe now to never miss an episode! Stay updated with the latest trends!