
Treasury Edge
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Daily Updates on Treasury Companies listed on Nasdaq & NYSE
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Tom Lee said he thinks Michael Saylor has done something brilliant with MicroStrategy $MSTR
Treasury Edge117,088 Aufrufe • vor 1 Jahr

CleanSpark $CLSK Targets Gigawatts for AI Data Centers CEO Matt Schultz's strategy: secure gigawatts under contract first. "Priority one is power and land because that is as scarce as it comes." Meta and peers seek 500-1,000 megawatt sites—full gigawatt deployments. CleanSpark built 33 datacenters in 5 years. Reliability drives new power access daily: paying bills on time, honoring commitments, and curtailing during emergencies like South Georgia's hurricane to restore hospital service. AI datacenters need 50-100 gigawatts by 2030, per Goldman Sachs. Companies securing power now control the bottleneck as Meta, Microsoft, and Google accelerate.
Treasury Edge34,861 Aufrufe • vor 8 Monaten
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