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$CIFR ANNOUNCES THIRD DATA CENTER CAMPUS LEASE: Cipher Digital just locked in its third hyperscaler tenant • AWS - 15 years/$5.5B • Fluidstack - 10 years/$9B with extensions • TBA - 25 years Demand for compute isn’t just strong, it’s being contracted for decades in advance

$CIFR ANNOUNCES THIRD DATA CENTER CAMPUS LEASE: Cipher Digital just locked in its third hyperscaler tenant • AWS - 15 years/$5.5B • Fluidstack - 10 years/$9B with extensions • TBA - 25 years Demand for compute isn’t just strong, it’s being contracted for decades in advance

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Jeff Bezos wants AI to approve Miami building permits in 10 seconds: “Miami should have an AI application that reads your building permit and it should give you a yes or a no in 10 seconds. Why does it take months and months and months to get a building permit? It doesn’t make any sense.”

Jeff Bezos wants AI to approve Miami building permits in 10 seconds: “Miami should have an AI application that reads your building permit and it should give you a yes or a no in 10 seconds. Why does it take months and months and months to get a building permit? It doesn’t make any sense.”

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1,821,253 просмотров • 4 месяцев назад

Jensen Huang discusses Nvidia’s investment in $NBIS and $CRWV: “Everybody who invested with me in CoreWeave, extremely happy. Everybody who invested with me in Nebius, incredibly happy. We could see the demand and the pipeline of opportunities coming their way.”

Jensen Huang discusses Nvidia’s investment in $NBIS and $CRWV: “Everybody who invested with me in CoreWeave, extremely happy. Everybody who invested with me in Nebius, incredibly happy. We could see the demand and the pipeline of opportunities coming their way.”

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191,566 просмотров • 16 дней назад

Chamath: “A gigawatt now costs $100 billion.” Chamath Palihapitiya said when he started his data center project, one gigawatt was just $4 to $5 billion. Now it’s 20x higher.

Chamath: “A gigawatt now costs $100 billion.” Chamath Palihapitiya said when he started his data center project, one gigawatt was just $4 to $5 billion. Now it’s 20x higher.

Small Cap Snipa

223,665 просмотров • 1 месяц назад

🚨 Jim Cramer on $NBIS and Situational Awareness led by Leopold Aschenbrenner: “When this man touches something it turns to gold. Jensen Huang introduced me to Nebius two years ago. He said ‘I want you to keep an eye on them.’ The stock was at $16… always worth listening.”

🚨 Jim Cramer on $NBIS and Situational Awareness led by Leopold Aschenbrenner: “When this man touches something it turns to gold. Jensen Huang introduced me to Nebius two years ago. He said ‘I want you to keep an eye on them.’ The stock was at $16… always worth listening.”

Small Cap Snipa

304,811 просмотров • 1 месяц назад

Jeff Bezos “Everyone has their own data center, and that’s not going to last” He said the quiet part out loud The grid can’t keep up, we need substantial power upgrades to fuel AI demand The AI trade isn’t just software, it’s energy Everyone should watch this video

Jeff Bezos “Everyone has their own data center, and that’s not going to last” He said the quiet part out loud The grid can’t keep up, we need substantial power upgrades to fuel AI demand The AI trade isn’t just software, it’s energy Everyone should watch this video

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1,093,588 просмотров • 6 месяцев назад

Jensen Huang: “Each gigawatt is about $50 billion. It’s the most expensive factory in the world. But that one $50 billion factory also generates $300 billion to $400 billion in intelligence. The production value is incredible.”

Jensen Huang: “Each gigawatt is about $50 billion. It’s the most expensive factory in the world. But that one $50 billion factory also generates $300 billion to $400 billion in intelligence. The production value is incredible.”

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188,196 просмотров • 1 месяц назад

$WULF CEO Paul Prager on CNBC: “You just cannot create megawatts overnight.” He believes last week was a misnomer with people misinterpreting the $META news regarding excess compute. He also believes we’re still on the tip of the iceberg in the evolution AI infrastructure.

$WULF CEO Paul Prager on CNBC: “You just cannot create megawatts overnight.” He believes last week was a misnomer with people misinterpreting the $META news regarding excess compute. He also believes we’re still on the tip of the iceberg in the evolution AI infrastructure.

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39,725 просмотров • 8 дней назад

Jensen Huang calls $NBIS and $CRWV word class AI clouds Nebius: • $27B AI cloud deal with Meta • 5GW Partnership with Nvidia • $2B investment from Nvidia CoreWeave: • Multi billion dollar cloud deal with Anthropic • $21B cloud deal with Meta • $2B investment from Nvidia

Jensen Huang calls $NBIS and $CRWV word class AI clouds Nebius: • $27B AI cloud deal with Meta • 5GW Partnership with Nvidia • $2B investment from Nvidia CoreWeave: • Multi billion dollar cloud deal with Anthropic • $21B cloud deal with Meta • $2B investment from Nvidia

Small Cap Snipa

199,631 просмотров • 1 месяц назад

$PLTR CEO Alex Karp believes Palantir is on the side of the average American: “I want people to remember if fentanyl was killing 60,000 Yale grads instead of 60,000 working-class people, we'd be dropping a nuclear bomb on whoever was sending it from South America”

$PLTR CEO Alex Karp believes Palantir is on the side of the average American: “I want people to remember if fentanyl was killing 60,000 Yale grads instead of 60,000 working-class people, we'd be dropping a nuclear bomb on whoever was sending it from South America”

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624,631 просмотров • 6 месяцев назад

JUST IN: $BMNR Chairman Tom Lee gives a bearish outlook to start 2026: “I think 2026 could look like this year. This year had a bear market and then a bull market… I think the first half next year could be down 10%-15% and then a big recovery”

JUST IN: $BMNR Chairman Tom Lee gives a bearish outlook to start 2026: “I think 2026 could look like this year. This year had a bear market and then a bull market… I think the first half next year could be down 10%-15% and then a big recovery”

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596,244 просмотров • 7 месяцев назад

Elon Musk believes SpaceX can deploy 100 gigawatts per year by 2030 • 1 GW per year by end of 2027 • 10 GW per year in 2.5 years • 100 GW per year in 3.5 years “Depending on the progress in chip making, going beyond that to scale to a terawatt per year which is 1,000 gigawatts”

Elon Musk believes SpaceX can deploy 100 gigawatts per year by 2030 • 1 GW per year by end of 2027 • 10 GW per year in 2.5 years • 100 GW per year in 3.5 years “Depending on the progress in chip making, going beyond that to scale to a terawatt per year which is 1,000 gigawatts”

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94,018 просмотров • 1 месяц назад

$CIFR CEO Tyler Page teases future behind-the-meter on-site generation for Cipher Digital 👀 “Hyperscalers and neoclouds are looking for ways to get power faster. The easiest way in a lot of cases is tapping the pipeline by our property and generating our own electricity.”

$CIFR CEO Tyler Page teases future behind-the-meter on-site generation for Cipher Digital 👀 “Hyperscalers and neoclouds are looking for ways to get power faster. The easiest way in a lot of cases is tapping the pipeline by our property and generating our own electricity.”

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102,966 просмотров • 1 месяц назад

Jensen Huang: “If you don’t own everything, you have a 0% chance” This is the reality of the next era of computing. Agentic AI is HERE. The future computer isn’t a laptop or an iPhone. It’s autonomous agents working, thinking, and acting for you 24/7. Don’t get left behind.

Jensen Huang: “If you don’t own everything, you have a 0% chance” This is the reality of the next era of computing. Agentic AI is HERE. The future computer isn’t a laptop or an iPhone. It’s autonomous agents working, thinking, and acting for you 24/7. Don’t get left behind.

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245,392 просмотров • 3 месяцев назад

This is the most important video for AI investors right now Eric Schmidt: “AI’s natural limit is electricity, not chips” The former $GOOGL CEO dropped the truth. Forget the chip shortage, power is bottleneck Find out who controls the power… and monetize every last megawatt

This is the most important video for AI investors right now Eric Schmidt: “AI’s natural limit is electricity, not chips” The former $GOOGL CEO dropped the truth. Forget the chip shortage, power is bottleneck Find out who controls the power… and monetize every last megawatt

Small Cap Snipa

298,013 просмотров • 6 месяцев назад

$PLTR CEO Alex Karp two weeks ago on Palantir shorts: “They’re in the business of being skeptical and being wrong and we’re in the business of giving an unfair advantage to American workers, American war fighters, and our investors” Today: Karp sells 585,000 shares worth $96 million

$PLTR CEO Alex Karp two weeks ago on Palantir shorts: “They’re in the business of being skeptical and being wrong and we’re in the business of giving an unfair advantage to American workers, American war fighters, and our investors” Today: Karp sells 585,000 shares worth $96 million

Small Cap Snipa

326,280 просмотров • 7 месяцев назад

$PLTR CEO Alex Karp calls Burry’s Palantir short ‘Bat Sh*t Crazy’ “The two companies he’s shorting are the ones making all the money which is super weird. Like the idea that chips and ontology is what you want to short is bat sh*t crazy”

$PLTR CEO Alex Karp calls Burry’s Palantir short ‘Bat Sht Crazy’ “The two companies he’s shorting are the ones making all the money which is super weird. Like the idea that chips and ontology is what you want to short is bat sht crazy”

Small Cap Snipa

202,689 просмотров • 6 месяцев назад

$IREN CEO Dan Roberts was asked if he is all in on AI or still involved in bitcoin mining “The future is AI. As I mentioned, less than 2% of our power is capable of generating $500 million of annualized revenue”

$IREN CEO Dan Roberts was asked if he is all in on AI or still involved in bitcoin mining “The future is AI. As I mentioned, less than 2% of our power is capable of generating $500 million of annualized revenue”

Small Cap Snipa

227,404 просмотров • 8 месяцев назад

$HUT CEO Asher Genoot: “We have over 8 gigawatts in our development pipeline.” Jensen Huang has priced future AI data centers at $80B to $100B per gigawatt. Do the math…

$HUT CEO Asher Genoot: “We have over 8 gigawatts in our development pipeline.” Jensen Huang has priced future AI data centers at $80B to $100B per gigawatt. Do the math…

Small Cap Snipa

41,517 просмотров • 1 месяц назад

AI investors should listen to this $IREN CEO Dan Roberts on the future of compute: “If you ask Chat GPT to create an image how long does it take? Maybe a minute. What if it took 10 seconds? Would people generate more or less images? Of course more” Speed & efficiency drive demand This is the future of humanity

AI investors should listen to this $IREN CEO Dan Roberts on the future of compute: “If you ask Chat GPT to create an image how long does it take? Maybe a minute. What if it took 10 seconds? Would people generate more or less images? Of course more” Speed & efficiency drive demand This is the future of humanity

Small Cap Snipa

113,050 просмотров • 4 месяцев назад

One of the not so great moments from $IREN earnings call yesterday: “How do you intend to finance the buildout for the Nvidia deal?” This felt like a good opportunity to provide more transparency to retail, but the CFO’s answers were: 1. Air-cooled capex is modest 2. We have a range of financing sources available 3. “We can look to finance GPU acquisitions in various ways in the debt capital markets through debt capital as well” 4. We'll evaluate all initiatives Not sure what to take from it, but that’s the reality of being a retail investor and not on the inside

One of the not so great moments from $IREN earnings call yesterday: “How do you intend to finance the buildout for the Nvidia deal?” This felt like a good opportunity to provide more transparency to retail, but the CFO’s answers were: 1. Air-cooled capex is modest 2. We have a range of financing sources available 3. “We can look to finance GPU acquisitions in various ways in the debt capital markets through debt capital as well” 4. We'll evaluate all initiatives Not sure what to take from it, but that’s the reality of being a retail investor and not on the inside

Small Cap Snipa

65,758 просмотров • 2 месяцев назад