Analyst
Macquarie (on behalf of Chad Beynon)
Equibles does not estimate personal net worth.
Paul Golding is recorded as Analyst at Macquarie (on behalf of Chad Beynon). Paul Golding has spoken on 15 earnings calls across 9 companies, most recently for Fermi Inc. on August 13, 2026. Those appearances were for IREN Ltd (IREN), Fermi Inc. (FRMI), Cipher Digital Inc. (CIFR), MARA Holdings, Inc. (MARA), Cleanspark, Inc. (CLSK) and 4 other companies. The companies whose calls Paul Golding spoke on are classified in the Financial Services, Real Estate, Technology and Consumer Cyclical sectors.
“I wanted to ask, initially, just on TensorWave and the lease agreement there, how should we think about the power pass-through component of that? what is the $6.5 billion comprised of and maybe how you're thinking of hedging power that you'd be delivering directly from your private grid perspective given that that is…”
“I wanted to ask, with the recent developments around the Texas audit process tacked on to the batch study process, are you getting any additional interest, or is there a market repricing on your existing energized sites that are available?”
“So 2027 target energization still on track. How are conversations going with with prospective tenants for those sites?”
“Just wanted to ask a quick one combining a couple of the prior questions around the potential size of an initial deal and the project financing discussions.”
“Thanks so much and congrats on all the progress and the new relationships coming in-house. I wanted to ask about air-cooled GPUs in general.”
Macquarie (on behalf of Chad Beynon)
Analyst
Source not stated
IREN
Capital Markets · Financial Services
FRMI
REIT - Specialty · Real Estate
CIFR
Information Technology Services · Technology
MARA
Capital Markets · Financial Services
CLSK
Capital Markets · Financial Services
RIOT
Capital Markets · Financial Services
HUT
Capital Markets · Financial Services
Credit Services · Financial Services
