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Compute's daily publication covering the companies financing, powering, and building the AI infrastructure boom. Live weekdays at 1p EST

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Announcing our headline & livestream sponsor, Taproot Wizards! Yes, we are *livestreaming* OPNEXT! Stay locked for where you can tune in live to our Bitcoin scaling conference livestream (complete with magical wizard-flair 🪄)

Announcing our headline & livestream sponsor, Taproot Wizards! Yes, we are livestreaming OPNEXT! Stay locked for where you can tune in live to our Bitcoin scaling conference livestream (complete with magical wizard-flair 🪄)

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$IREN HORIZON 2 ANALYSIS/DELAY “Microsoft’s own teams weren’t talking to each other and it just forced re-cabling across IREN’s Childress campus.” What happened: Microsoft requested a change to the network topology across the data halls. The problem wasn’t discovered during acceptance testing. It only showed up roughly a month after Horizon 1 was accepted and Microsoft started running real workloads.

$IREN HORIZON 2 ANALYSIS/DELAY “Microsoft’s own teams weren’t talking to each other and it just forced re-cabling across IREN’s Childress campus.” What happened: Microsoft requested a change to the network topology across the data halls. The problem wasn’t discovered during acceptance testing. It only showed up roughly a month after Horizon 1 was accepted and Microsoft started running real workloads.

21,578 просмотров • 6 дней назад

$IREN CEO Dan Roberts said the bear case that AI data centers get rebuilt in 10 years does NOT apply to Iren. He said that each data center is becoming the reference design for the next. Each project is inherited in the last one’s lessons instead of starting from zero.

$IREN CEO Dan Roberts said the bear case that AI data centers get rebuilt in 10 years does NOT apply to Iren. He said that each data center is becoming the reference design for the next. Each project is inherited in the last one’s lessons instead of starting from zero.

81,868 просмотров • 1 месяц назад

NEW DOCUMENTARY "The Bitcoin Professor" feat Eli Ben-Sasson | Starknet.io of StarkWare 🥷 Eli's read every whitepaper but hasn't stepped foot in a Bitcoin mine. We hit the road to see the actual face of Bitcoin at a ranch, a mine, and a local bitcoin meetup! Watch the full documentary 👇

NEW DOCUMENTARY "The Bitcoin Professor" feat Eli Ben-Sasson | Starknet.io of StarkWare 🥷 Eli's read every whitepaper but hasn't stepped foot in a Bitcoin mine. We hit the road to see the actual face of Bitcoin at a ranch, a mine, and a local bitcoin meetup! Watch the full documentary 👇

451,613 просмотров • 10 месяцев назад

Mike Alfred details purchasing seven million shares of $CIFR back when it was trading between $1 and $2 His hedge fund Alpine Fox LP’s latest 13F shows they still hold 3.76M shares worth over $48 MILLION A massive winner on Cipher Digital

Mike Alfred details purchasing seven million shares of $CIFR back when it was trading between $1 and $2 His hedge fund Alpine Fox LP’s latest 13F shows they still hold 3.76M shares worth over $48 MILLION A massive winner on Cipher Digital

193,945 просмотров • 5 месяцев назад

$KEEL CEO Ben Gagnon targeted 3 HPC leases by end of year 2026 Just over two months left in the year to get that done 👀 KEEL -30% this month

$KEEL CEO Ben Gagnon targeted 3 HPC leases by end of year 2026 Just over two months left in the year to get that done 👀 KEEL -30% this month

15,353 просмотров • 11 дней назад

$IREN CEO Dan Roberts: “We’ve got over 4,000 workers across our sites so I feel like the next 12-18 months is going to be a story of execution and delivery”

$IREN CEO Dan Roberts: “We’ve got over 4,000 workers across our sites so I feel like the next 12-18 months is going to be a story of execution and delivery”

62,096 просмотров • 1 месяц назад

The world's largest advisory firm prefers $IREN over $CRWV and $NBIS. Rothschild gives SELL ratings to CoreWeave and Nebius and says "IREN is basically a bargain compared to these other two companies"

The world's largest advisory firm prefers $IREN over $CRWV and $NBIS. Rothschild gives SELL ratings to CoreWeave and Nebius and says "IREN is basically a bargain compared to these other two companies"

23,126 просмотров • 1 месяц назад

Jim Cramer on $KEEL: “This is the kind of thing I’m willing to blast. This is a high risk infrastructure company where I do feel something good can happen. I think Nebius, congratulations to them, you want the next Nebius though.”

Jim Cramer on $KEEL: “This is the kind of thing I’m willing to blast. This is a high risk infrastructure company where I do feel something good can happen. I think Nebius, congratulations to them, you want the next Nebius though.”

43,011 просмотров • 3 месяцев назад

"We raised $1.3 billion dollars...we can go play offense." We caught up with @tylerpage of Cipher Digital at North American Blockchain Summit | November 2026 $CIFR

"We raised $1.3 billion dollars...we can go play offense." We caught up with @tylerpage of Cipher Digital at North American Blockchain Summit | November 2026 $CIFR

110,014 просмотров • 1 год назад

NEW MINING POD W/ Mike Alfred "the biggest and most challenging part is controlling the physical infrastructure" ⚡ $IREN from $2 → $31 ⚡ Anti-consensus investing ⚡ Why atoms > bits ⚡ CoreWeave's tell ⚡ The digital infrastructure thesis Brought to you by CleanSpark Inc.

NEW MINING POD W/ Mike Alfred "the biggest and most challenging part is controlling the physical infrastructure" ⚡ $IREN from $2 → $31 ⚡ Anti-consensus investing ⚡ Why atoms > bits ⚡ CoreWeave's tell ⚡ The digital infrastructure thesis Brought to you by CleanSpark Inc.

114,280 просмотров • 1 год назад

$CIFR CEO Tyler Page: “Hyperscalers & Neoclouds are looking for faster ways to get power” It appears as if Cipher Digital is targeting on-site generation to bring more compute capacity online for investment-grade hyperscalers

$CIFR CEO Tyler Page: “Hyperscalers & Neoclouds are looking for faster ways to get power” It appears as if Cipher Digital is targeting on-site generation to bring more compute capacity online for investment-grade hyperscalers

47,024 просмотров • 4 месяцев назад

NEW PODCAST W/ Tay 💖 How North Korean Hackers Stole $300M+ Via Telegram w/ Taylor Monahan Taylor joins Colin Harper to discuss the Lazarus Group’s Telegram scam SWEEPING crypto groupchats. ⚡️ Over +$300 million stolen ⚡️On-device wallets most at risk ⚡️Funds traced to NK's infamous Lazarus Group

NEW PODCAST W/ Tay 💖 How North Korean Hackers Stole $300M+ Via Telegram w/ Taylor Monahan Taylor joins Colin Harper to discuss the Lazarus Group’s Telegram scam SWEEPING crypto groupchats. ⚡️ Over +$300 million stolen ⚡️On-device wallets most at risk ⚡️Funds traced to NK's infamous Lazarus Group

74,887 просмотров • 8 месяцев назад

$CLSK CleanSpark CEO Matthew Schultz on CNBC today discussing the company’s first AI lease with an investment-grade tech company

$CLSK CleanSpark CEO Matthew Schultz on CNBC today discussing the company’s first AI lease with an investment-grade tech company

32,449 просмотров • 3 месяцев назад

"We announced a $30 million deal recently. That was a 2 year contract for a cluster of 504 Blackwell B200s." "That increased our annual run-rate revenue from $20M ARR to $35M." "We've 4x the capacity at Bell across Canada." Aydin Kilic of HIVE Digital Technologies on deploying AI clusters.

"We announced a $30 million deal recently. That was a 2 year contract for a cluster of 504 Blackwell B200s." "That increased our annual run-rate revenue from $20M ARR to $35M." "We've 4x the capacity at Bell across Canada." Aydin Kilic of HIVE Digital Technologies on deploying AI clusters.

56,151 просмотров • 7 месяцев назад

One year ago, $KEEL CEO Ben Gagnon spoke about the bottleneck he aims to solve: “What you don’t hear much about is all the power and infrastructure that’s necessary to operate Nvidia GPUs and make them run” Yesterday, KEEL closed a $458 million convertible senior notes offering to continue Ben’s mission of bringing compute online

One year ago, $KEEL CEO Ben Gagnon spoke about the bottleneck he aims to solve: “What you don’t hear much about is all the power and infrastructure that’s necessary to operate Nvidia GPUs and make them run” Yesterday, KEEL closed a $458 million convertible senior notes offering to continue Ben’s mission of bringing compute online

34,541 просмотров • 4 месяцев назад

Per HIVE Digital Technologies CEO Aydin Kilic, some GPUs are retaining as much as 80% of their value years after being deployed 🤯 The reason? AI demand is insatiable. "Obviously China has a huge amount of demand and they're trying to get whatever GPUs they can. Maybe they can't buy the latest and greatest, but they're allowed to buy the older gear. So they'll take all that stuff."

Per HIVE Digital Technologies CEO Aydin Kilic, some GPUs are retaining as much as 80% of their value years after being deployed 🤯 The reason? AI demand is insatiable. "Obviously China has a huge amount of demand and they're trying to get whatever GPUs they can. Maybe they can't buy the latest and greatest, but they're allowed to buy the older gear. So they'll take all that stuff."

40,900 просмотров • 6 месяцев назад

$IREN just signed a 800MW transmission deal for a datacenter campus in.... Australia 🐨 Not an LOI, not competing with other operators, signed power. Energization is targeted for 2028

$IREN just signed a 800MW transmission deal for a datacenter campus in.... Australia 🐨 Not an LOI, not competing with other operators, signed power. Energization is targeted for 2028

28,361 просмотров • 4 месяцев назад

NY, NY April 16th 🎟️

NY, NY April 16th 🎟️

39,994 просмотров • 9 месяцев назад

Narrative violation: Some anti-datacenter politicians are proposing datacenter tax hikes & moratoriums out of caution while simultaneously investing in datacenters themselves. Jonas Du just dropped a massive Pirate Wires piece exposing this: "I dug into some of these disclosures and I found millions and millions of dollars invested into these datacenter stocks and ETFs"

Narrative violation: Some anti-datacenter politicians are proposing datacenter tax hikes & moratoriums out of caution while simultaneously investing in datacenters themselves. Jonas Du just dropped a massive Pirate Wires piece exposing this: "I dug into some of these disclosures and I found millions and millions of dollars invested into these datacenter stocks and ETFs"

11,349 просмотров • 1 месяц назад