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Discover the #Bitfarms journey through our three data centers in Paraguay: - Villarica, enjoying unparalleled uptime since 2022 - Paso Pe, now fully operational at 3 EH/s - Yguazu, under construction, with 200 MW contracted 🇵🇾 Learn more about the region from its largest miner! ⛏️ #Bitcoin #BitcoinMining #blockchain $bitf

Bitfarms

39,731 subscribers

22,247 views • 2 years ago •via X (Twitter)

Science & Technology News & Politics Finance #Bitfarms

Anya Rossi• Live Now

Private livecam show

10 Comments

John Nolan2 years ago

The expansion of Bitfarms is a key piece for the exponential growth of this company. The future will be bright! 🔝

Jared Herling #bitcoin2 years ago

Go team go.

Halal-Bitcoin 🌈 🟠 💊2 years ago

Stock price is crushing us. Please fix it

Hank2 years ago

Keep up the great work. Exciting times ahead.

Ivan2 years ago

Next news,first week September 💪. More ,⚡⚡⚡

Bash2 years ago

💫 So sensual 💫

Ghost of Bacala2 years ago

Stop diluting mfs!!

futu002 years ago

Investor relations has come a long way. Even the trolls in the below post can't hate on this clean production cmon @mikealfred make up with bitfarms already

Chris Dominator2 years ago

junk

Petit Rouge2 years ago

Gooooo

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30 and thriving! 🌻🌻🌻 We've achieved the incredible milestone of 30 EH/s in operational #hashrate, a 200% increase since October 2023, through significant organic growth paired with turn-key acquisitions and the execution of a fleet upgrade. Our efficiency was improved during the same period by nearly 20% and we boosted the number of operational machines by 112%. This has allowed us to increase computing power and produce more #bitcoin while consuming less energy and allowing for more hashrate to be generated with fewer machines. We expect to surpass 37 EH/s before the end of 2024 and intend to continue our growth to 50 EH/s and beyond in 2025. Additional hashrate is anticipated to come online due to the expected acquisition closing of GRIID this month. CleanSpark is one of the largest owned-and-operated publicly traded bitcoin miners in North America and has a portfolio of sites located in Georgia, Mississippi, Wyoming and Tennessee. "Reaching 30 EH/s positions us as one of the largest bitcoin miners in the world. We have added more operational hashrate than any other miner in 2024. The results we continue to deliver demonstrate our commitment and ability to scale rapidly and with capital efficiency," said Zach Bradford, $CLSK CEO. "Our team's agility, effectiveness and relentless grit has been paramount to the success of CleanSpark. Our efforts to time the market and lock in industry-best pricing on rigs and sites positioned us to take advantage of the opportunities in the market. During this period of rapid expansion of our operations, we have also grown our bitcoin treasury to over 8,049 bitcoin. Since October 2021, we have significantly increased our computing power year over year by quadrupling in 2022, nearly doubling in 2023 and tripling our hashrate in 2024." Press release here:

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Giddy up! $CLSK has entered into definitive agreements to acquire 75 MW of #bitcoin mining sites in Wyoming for $18.75 million, expecting to add over 4 EH/s in #hashrate once fully operational.🤠🐎 This is now the third state in our portfolio of owned-and-operated bitcoin mining facilities. The agreement is anticipated to close in 45 days and we plan to break ground shortly after closing. This includes the potential to expand by an additional 55 MW for a total of over 7 EH/s. “Just three short months ago, we took a leap and expanded into Mississippi. Today, I’m pleased to share that we are continuing our journey with our westward expansion into Wyoming. Diversifying our portfolio is integral to our strategy and we are well positioned to take advantage of similar acquisitions in the wake of the halving,” said CEO Zach Bradford. More info:

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151,723 views • 1 year ago

Investigation exposes the hidden cost of data centers, “It’s in your electric bill” “Companies like Amazon and META striking secret deals with utilities. It's all proprietary. It's all behind non-disclosure agreements and blacked out documents, and lobbying for a system that leaves all of us footing their bill” “The big problem is that we're all subsidizing the wealthiest corporations in the world in their pursuit of artificial intelligence.Americans' utility bills are rising while Big Tech's profits are going through the roof” “Everyday people covering the power costs of the data center build out.” “In 2025, the tech industry is expected to spend about $475 billion on data centers up 42% since last year. Today, data centers make up about 4% of US electricity demand. In just the next three years, that's expected to triple. The United States has never generated more electricity in our history than we are today.” “He explained to me that when utilities have to pay a higher capacity price, they pass it on to consumers in the form of supply charges. According to the PJM's independent monitor, data centers were responsible for 63% of last year's price increase. We saw customers with bills $900 over $1,000. It's unfathomable that they are having to pay higher rates to support wealthy corporations building data centers.” “The basic idea is that utility builds something and you socialize the costs to all of the ratepayers that have no choice but to take that utilities service. The cost of new infrastructure mostly shows up on another part of your electric bill, sometimes called delivery charges. Utility companies are allowed to set those charges high enough to recoup every dollar they spent building, plus a regulated rate of profit, usually around 10%. So this is a huge profit opportunity.” “Last year, a utility company in Louisiana proposed to spend $3 billion on a new power plant to meet electricity demand from a Meta data center. The full terms of its deal with Meta are secret, but redacted regulatory filings have revealed that the public is on the hook for Meta's power plant. Meta has signed a 15-year deal and it only obligates them to pay for about half of that $3 to $4 billion of infrastructure, which means that there's a big risk that everyone else in Louisiana will get stuck with the rest of that bill”

Investigation exposes the hidden cost of data centers, “It’s in your electric bill” “Companies like Amazon and META striking secret deals with utilities. It's all proprietary. It's all behind non-disclosure agreements and blacked out documents, and lobbying for a system that leaves all of us footing their bill” “The big problem is that we're all subsidizing the wealthiest corporations in the world in their pursuit of artificial intelligence.Americans' utility bills are rising while Big Tech's profits are going through the roof” “Everyday people covering the power costs of the data center build out.” “In 2025, the tech industry is expected to spend about $475 billion on data centers up 42% since last year. Today, data centers make up about 4% of US electricity demand. In just the next three years, that's expected to triple. The United States has never generated more electricity in our history than we are today.” “He explained to me that when utilities have to pay a higher capacity price, they pass it on to consumers in the form of supply charges. According to the PJM's independent monitor, data centers were responsible for 63% of last year's price increase. We saw customers with bills $900 over $1,000. It's unfathomable that they are having to pay higher rates to support wealthy corporations building data centers.” “The basic idea is that utility builds something and you socialize the costs to all of the ratepayers that have no choice but to take that utilities service. The cost of new infrastructure mostly shows up on another part of your electric bill, sometimes called delivery charges. Utility companies are allowed to set those charges high enough to recoup every dollar they spent building, plus a regulated rate of profit, usually around 10%. So this is a huge profit opportunity.” “Last year, a utility company in Louisiana proposed to spend $3 billion on a new power plant to meet electricity demand from a Meta data center. The full terms of its deal with Meta are secret, but redacted regulatory filings have revealed that the public is on the hook for Meta's power plant. Meta has signed a 15-year deal and it only obligates them to pay for about half of that $3 to $4 billion of infrastructure, which means that there's a big risk that everyone else in Louisiana will get stuck with the rest of that bill”

Wall Street Apes

138,820 views • 11 months ago

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Let me repeat that. Microsoft PRE-PAID for capacity that doesn’t exist yet. Deal structure: • 200 MW of liquid-cooled AI capacity • $1.94 billion annual recurring revenue (once online) • 20% prepayment to fund $5.8 billion GPU purchase from Dell • Four “Horizon” data centers at their 750 MW Childress campus But the real alpha? Their 2.91 GW portfolio of GRID-CONNECTED power. Not speculative. Not “in the queue.” Connected. Energized. Operating. > Sweetwater 1: 1.4 GW (energization accelerated to April 26) > Childress: 750 MW (operating) > Prince George: 160 MW hydro (23k GPUs for AI) $IREN is scaling to $3.4 billion in AI Cloud ARR by end of 2026 using only 16% of their total power capacity. The Peer Comparison Nobody’s Talking About: Everyone’s excited about $RIOT, $MARA, $CORZ, and $WULF. Here’s the problem: $RIOT: 1.7 GW portfolio, mostly Bitcoin-focused. 25 MW HPC lease with AMD ($311M over 10 years). That’s 1/30th the size of IREN’s Microsoft deal. $MARA: Building “behind-the-meter” natural gas generation to BYPASS the grid entirely. Smart strategy, but they’re starting from scratch. 1.8 GW capacity, mostly mining. $CORZ: $10B+ contract with CoreWeave sounds massive. But they’re CONVERTING old mining infrastructure. Not purpose-built for AI. Currently unprofitable. $WULF: 750 MW at Lake Mariner. Zero-carbon hydro/nuclear. Clean energy story is strong. But only 72.5 MW of HPC capacity by Q2 2025. Meanwhile: • $CIFR has 2.2 GW with executed grid agreements and $8.5B in hyperscaler contracts • $IREN has 2.91 GW of energized capacity and a $9.7B Microsoft deal The Cooling Bottleneck: Secured power means NOTHING without secured cooling. November 2025: CyrusOne data center in Illinois went down for 10 hours because ONE chiller failed. This facility handles TRILLIONS in CME trading volume. Energy, agriculture, crypto derivatives markets frozen globally. Why? Because AI racks now consume 600 kW of power (enough to power 500 homes). A single rack failure creates catastrophic heat buildup. $IREN’s solution: Liquid-cooled infrastructure at all Horizon facilities. $CIFR’s solution: Turnkey air-and-liquid cooling delivery for AWS. Hyperscalers aren’t paying billions for “power connections.” They’re paying for THERMAL RELIABILITY. The Numbers That Matter: > PJM capacity prices: 10x increase from 2024 to 2025 (extreme scarcity signal) > Interconnection costs in Louisiana/Missouri: $900,000+ per MW > $64 billion in U.S. data center projects blocked or delayed in 2024-2025 > 25+ major data center projects canceled in 2025 alone The grid is saturated. The timeline is broken. The infrastructure doesn’t exist. But $CIFR and $IREN? They already own the infrastructure. They already have the grid connections. They already have the hyperscaler contracts. The Bottom Line: > AI demand is doubling every 90 days. > Grid capacity takes 5-7 years to build. > You can’t close that gap with announcements. You close it with EXECUTED agreements and ENERGIZED megawatts. $CIFR: $0.027/kWh power, $8.5B in contracts, 1 GW Tier 1 grid connection $IREN: $9.7B Microsoft deal, 2.91 GW energized portfolio, $3.4B ARR target by 2026. While half the industry fights over interconnection queues, these two are already plugged in. The power crunch isn’t coming. It’s here. And the only winners will be the ones who secured their megawatts BEFORE the grid broke. Bullish $CIFR and $IREN. Note: This is NOT financial advice.

🚨ALERT: 50% of Data Centers will NEVER connect to the grid. Half of the data centers announced in the last 24 months will NEVER connect to the grid. Kevin O’Leary said it. The data proves it. While everyone’s chasing “paper capacity,” $CIFR and $IREN are sitting on EXECUTED grid connections that can’t be replicated. Here’s why they’re untouchable: 266 GW of power projects canceled in 2025 alone. That’s 2.4x the cancellations from 2024. Why? Because the U.S. grid is facing a structural deficit that nobody wants to talk about. • Data centers need 18-36 months to build • Grid connections take 5-7 YEARS (sometimes 12) • Interconnection queues in PJM and ERCOT now average 7 years • Average interconnection cost in MISO: $753,116 per MW Translation: You can announce a data center tomorrow. But you CAN’T connect it to power until 2032. The math doesn’t work. The timeline doesn’t work. The physics don’t work. $CIFR - The Fixed-Price Power Moat: Cipher control one of the lowest-cost power portfolios in North America. > Power cost: $0.027/kWh (fixed, long-term PPAs) > Debt: $0 > Portfolio: 2.2 GW across Texas But here’s what everyone’s missing: Their 1-gigawatt Colchis site has a FULLY EXECUTED Direct Connect Agreement with American Electric Power. Not “in the queue.” Not “under study.” EXECUTED. Energization: 2028. While competitors are stuck waiting 7+ years for interconnection approvals, $CIFR already has a Tier 1 grid connection locked in. And they just signed: • $5.5 billion, 15-year lease with AWS for 300 MW • 10-year hosting deal with Google/Fluidstack for 168 MW That’s $8.5 billion in contracted lease payments for AI infrastructure. $IREN - The Microsoft Validation: $IREN didn’t just secure power. They secured the ONLY thing that matters: a hyperscaler willing to pre-pay billions. November 2025: $9.7 billion AI Cloud contract with Microsoft. Let me repeat that. Microsoft PRE-PAID for capacity that doesn’t exist yet. Deal structure: • 200 MW of liquid-cooled AI capacity • $1.94 billion annual recurring revenue (once online) • 20% prepayment to fund $5.8 billion GPU purchase from Dell • Four “Horizon” data centers at their 750 MW Childress campus But the real alpha? Their 2.91 GW portfolio of GRID-CONNECTED power. Not speculative. Not “in the queue.” Connected. Energized. Operating. > Sweetwater 1: 1.4 GW (energization accelerated to April 26) > Childress: 750 MW (operating) > Prince George: 160 MW hydro (23k GPUs for AI) $IREN is scaling to $3.4 billion in AI Cloud ARR by end of 2026 using only 16% of their total power capacity. The Peer Comparison Nobody’s Talking About: Everyone’s excited about $RIOT, $MARA, $CORZ, and $WULF. Here’s the problem: $RIOT: 1.7 GW portfolio, mostly Bitcoin-focused. 25 MW HPC lease with AMD ($311M over 10 years). That’s 1/30th the size of IREN’s Microsoft deal. $MARA: Building “behind-the-meter” natural gas generation to BYPASS the grid entirely. Smart strategy, but they’re starting from scratch. 1.8 GW capacity, mostly mining. $CORZ: $10B+ contract with CoreWeave sounds massive. But they’re CONVERTING old mining infrastructure. Not purpose-built for AI. Currently unprofitable. $WULF: 750 MW at Lake Mariner. Zero-carbon hydro/nuclear. Clean energy story is strong. But only 72.5 MW of HPC capacity by Q2 2025. Meanwhile: • $CIFR has 2.2 GW with executed grid agreements and $8.5B in hyperscaler contracts • $IREN has 2.91 GW of energized capacity and a $9.7B Microsoft deal The Cooling Bottleneck: Secured power means NOTHING without secured cooling. November 2025: CyrusOne data center in Illinois went down for 10 hours because ONE chiller failed. This facility handles TRILLIONS in CME trading volume. Energy, agriculture, crypto derivatives markets frozen globally. Why? Because AI racks now consume 600 kW of power (enough to power 500 homes). A single rack failure creates catastrophic heat buildup. $IREN’s solution: Liquid-cooled infrastructure at all Horizon facilities. $CIFR’s solution: Turnkey air-and-liquid cooling delivery for AWS. Hyperscalers aren’t paying billions for “power connections.” They’re paying for THERMAL RELIABILITY. The Numbers That Matter: > PJM capacity prices: 10x increase from 2024 to 2025 (extreme scarcity signal) > Interconnection costs in Louisiana/Missouri: $900,000+ per MW > $64 billion in U.S. data center projects blocked or delayed in 2024-2025 > 25+ major data center projects canceled in 2025 alone The grid is saturated. The timeline is broken. The infrastructure doesn’t exist. But $CIFR and $IREN? They already own the infrastructure. They already have the grid connections. They already have the hyperscaler contracts. The Bottom Line: > AI demand is doubling every 90 days. > Grid capacity takes 5-7 years to build. > You can’t close that gap with announcements. You close it with EXECUTED agreements and ENERGIZED megawatts. $CIFR: $0.027/kWh power, $8.5B in contracts, 1 GW Tier 1 grid connection $IREN: $9.7B Microsoft deal, 2.91 GW energized portfolio, $3.4B ARR target by 2026. While half the industry fights over interconnection queues, these two are already plugged in. The power crunch isn’t coming. It’s here. And the only winners will be the ones who secured their megawatts BEFORE the grid broke. Bullish $CIFR and $IREN. Note: This is NOT financial advice.

Black Panther Capital

347,528 views • 6 months ago

THANK GOD IT'S FRIDAY!!! Been working like a dog for a launch this week.. I'm trying to be compact here... bear with me: Let's wrap up the last 6 months. Since the first BTCHEL event last year, we have: • Upgraded the BTCHEL Hub from a temporary pop-up shop to a permanent and versatile physical space for local bitcoiners. You're welcome to check it out on Fridays when we have open doors and free entry! • Promoted Kaisu Hyvärinen, an experienced event producer as the company's COO and hired new talent; Rachel Geyer, the chairman of European Bitcoin Energy Association, to lead a new event we're launching. Welcome to our team, Rachel! • Raised a seed stage funding round of 100,000€ on a million-euro valuation for the company. We now have two prominent Finnish bitcoin mining companies on board around the year. Now, what's next for 2026? Today marks the 200-day countdown to this year's BTCHEL WEEK and thus we start to push the momentum for real. We launch a new, european wide bitcoin mining industry event similar to what they have in the US... it's about time we have our own in Europe. It's called the EUROPEAN MINING SUMMIT 2026 or EMS in short. EMS is the must-attend industry event for anyone with an interest in bitcoin mining in Europe. Miners, hardware manufacturers, hosts, pools, power plants and the whole energy sector. Our goal is to bring as much hashrate to Europe as possible. This has a tremendous impact for Europe's energy independence, abundance and decarbonisation. Now that we have our trademark industry event where we serve our corporate clients, we can now double down on HC cypherpunk and bitcoin pleb culture at BTCHEL2026. We are committed to staying true to the community ethos at the main event, so be prepared to see the most audacious and unapologetic bitcoin event in September. For BTCHEL, our vision is the actualization of the global Bitcoin Standard, and we are taking care of the Nordics by becoming the most influential Bitcoin media in our region. For that reason, we are sponsoring two other bitcoin conferences here this year: Bitcoin Copenhagen on March 21st and Bitcoin Symposium in Stockholm on April 24th. We want to show support to different initiatives accelerating the local bitcoin adoption in the Nordics with us. I know the market sentiment for bitcoin has not been the best lately, but I'm more bullish than ever. Bear with us through 2026 🧡

THANK GOD IT'S FRIDAY!!! Been working like a dog for a launch this week.. I'm trying to be compact here... bear with me: Let's wrap up the last 6 months. Since the first BTCHEL event last year, we have: • Upgraded the BTCHEL Hub from a temporary pop-up shop to a permanent and versatile physical space for local bitcoiners. You're welcome to check it out on Fridays when we have open doors and free entry! • Promoted Kaisu Hyvärinen, an experienced event producer as the company's COO and hired new talent; Rachel Geyer, the chairman of European Bitcoin Energy Association, to lead a new event we're launching. Welcome to our team, Rachel! • Raised a seed stage funding round of 100,000€ on a million-euro valuation for the company. We now have two prominent Finnish bitcoin mining companies on board around the year. Now, what's next for 2026? Today marks the 200-day countdown to this year's BTCHEL WEEK and thus we start to push the momentum for real. We launch a new, european wide bitcoin mining industry event similar to what they have in the US... it's about time we have our own in Europe. It's called the EUROPEAN MINING SUMMIT 2026 or EMS in short. EMS is the must-attend industry event for anyone with an interest in bitcoin mining in Europe. Miners, hardware manufacturers, hosts, pools, power plants and the whole energy sector. Our goal is to bring as much hashrate to Europe as possible. This has a tremendous impact for Europe's energy independence, abundance and decarbonisation. Now that we have our trademark industry event where we serve our corporate clients, we can now double down on HC cypherpunk and bitcoin pleb culture at BTCHEL2026. We are committed to staying true to the community ethos at the main event, so be prepared to see the most audacious and unapologetic bitcoin event in September. For BTCHEL, our vision is the actualization of the global Bitcoin Standard, and we are taking care of the Nordics by becoming the most influential Bitcoin media in our region. For that reason, we are sponsoring two other bitcoin conferences here this year: Bitcoin Copenhagen on March 21st and Bitcoin Symposium in Stockholm on April 24th. We want to show support to different initiatives accelerating the local bitcoin adoption in the Nordics with us. I know the market sentiment for bitcoin has not been the best lately, but I'm more bullish than ever. Bear with us through 2026 🧡

Remu ⚡️

19,931 views • 5 months ago

We think it's safe to say that ShibChain has reached a major milestone. Its Layer 1 core network is fully integrated, and its bridge is ready for an independent security audit. We're not trying to compete with other blockchains, each of which has its own purpose and use cases. We wanted to build something from the ground up that puts community at the heart of the network. It isn't about how much wealth or computing power you have. It's about giving every person a meaningful way to contribute and be rewarded. ShibChain uses our own implementation of Proof of Participation. The idea behind it is not something I thought of. The person who inspired me to begin experimenting with it is blockchain expert Capodieci.eth - one of the smartest people I've had the chance to learn from. After 3 years of work, we've built two different versions from scratch: one entirely in Go and another in Swift. The next phase includes independent security audits, validator partnerships, stronger operational infrastructure, and preparations for a secure public mainnet launch. The core technology has reached the point where the challenge is no longer building the vision alone. It is now about bringing together the right partners, security experts, and funding to test ShibChain at scale and launch it responsibly. It has been a long day, so I'll share a full blog post soon covering the technology, what makes ShibChain different, and the roadmap ahead. For now, the important news is this: ShibChain is real. It's running. And it's ready for its next chapter. Although, after saying "ShibChain" this many times, I'm starting to think it might need a new name, maybe just Shiba. The Shiba blockchain. 😂

We think it's safe to say that ShibChain has reached a major milestone. Its Layer 1 core network is fully integrated, and its bridge is ready for an independent security audit. We're not trying to compete with other blockchains, each of which has its own purpose and use cases. We wanted to build something from the ground up that puts community at the heart of the network. It isn't about how much wealth or computing power you have. It's about giving every person a meaningful way to contribute and be rewarded. ShibChain uses our own implementation of Proof of Participation. The idea behind it is not something I thought of. The person who inspired me to begin experimenting with it is blockchain expert Capodieci.eth - one of the smartest people I've had the chance to learn from. After 3 years of work, we've built two different versions from scratch: one entirely in Go and another in Swift. The next phase includes independent security audits, validator partnerships, stronger operational infrastructure, and preparations for a secure public mainnet launch. The core technology has reached the point where the challenge is no longer building the vision alone. It is now about bringing together the right partners, security experts, and funding to test ShibChain at scale and launch it responsibly. It has been a long day, so I'll share a full blog post soon covering the technology, what makes ShibChain different, and the roadmap ahead. For now, the important news is this: ShibChain is real. It's running. And it's ready for its next chapter. Although, after saying "ShibChain" this many times, I'm starting to think it might need a new name, maybe just Shiba. The Shiba blockchain. 😂

Shibburn

10,805 views • 8 days ago

Europe just finished its largest war drill since the Cold War. Here’s what actually happened. France’s Orion-26 exercise ran from February 8 through April 30, mobilizing 12,500 troops from 24 nations, 25 warships including the aircraft carrier Charles de Gaulle, 140 aircraft, and 1,200 drones. The scenario wasn’t subtle: a fictional expansionist state called “Mercury” destabilizes its neighbor “Arnland” to prevent it from joining the European Union. Nobody struggled to decode the allegory. Speaking at the conclusion, Macron described the drills as a direct signal to Ukraine’s partners about the reliability of future European security guarantees, and confirmed France’s role as a “framework nation” capable of uniting EU armed forces under a single operational command. The scale went well beyond parade-ground theater. For the first time in French practice, the First Army Corps headquarters operated not from a bunker in the rear but as a mobile command center on armored personnel carriers. Small infantry units attacked on motorcycles and buggies. Italian and Greek tanks drove through French cities in live urban combat simulations. The sight of Greek Leopard tanks operating thousands of kilometers from home became the defining image of the exercise. The exercise tested the “coalition of the willing” now forming under Franco-British command, with units from the UK, Germany, Spain, Greece, Italy, and Poland all taking part. The message Macron wanted to send: Europe can fight. Europe can lead.

Europe just finished its largest war drill since the Cold War. Here’s what actually happened. France’s Orion-26 exercise ran from February 8 through April 30, mobilizing 12,500 troops from 24 nations, 25 warships including the aircraft carrier Charles de Gaulle, 140 aircraft, and 1,200 drones. The scenario wasn’t subtle: a fictional expansionist state called “Mercury” destabilizes its neighbor “Arnland” to prevent it from joining the European Union. Nobody struggled to decode the allegory. Speaking at the conclusion, Macron described the drills as a direct signal to Ukraine’s partners about the reliability of future European security guarantees, and confirmed France’s role as a “framework nation” capable of uniting EU armed forces under a single operational command. The scale went well beyond parade-ground theater. For the first time in French practice, the First Army Corps headquarters operated not from a bunker in the rear but as a mobile command center on armored personnel carriers. Small infantry units attacked on motorcycles and buggies. Italian and Greek tanks drove through French cities in live urban combat simulations. The sight of Greek Leopard tanks operating thousands of kilometers from home became the defining image of the exercise. The exercise tested the “coalition of the willing” now forming under Franco-British command, with units from the UK, Germany, Spain, Greece, Italy, and Poland all taking part. The message Macron wanted to send: Europe can fight. Europe can lead.

Gandalv

12,529 views • 3 months ago

In our last conversation, Gavin said data centers in space will be the most important thing in 3-4 years. He explains that means "racks in space" and thinks orbital compute will solve the watts shortage: "When people hear data centers in space, they picture a Pentagon-sized building in space. That's not what it is. A Blackwell rack weighs 3,000 pounds. It's eight feet high. Four feet deep. Three feet wide. It's racks in space. It has these solar wings that are probably 500 feet long on each side. You keep it in a Sun-synchronous orbit, so those solar panels are always in the sun. And then because it's in an exactly Sun-synchronous orbit, the radiator, which extends behind it for hundreds of feet is in the shade. You link these racks using lasers traveling through vacuum which are already on every Starlink. SpaceX operates the world's largest satellite fleet, which is 98 or 99% of all satellites in orbit. Every Starlink, they're cooling it today. I think Starlink V3 is going to operate at 20 kilowatts. A Blackwell rack is only 100 kilowatts. And people talk a lot about density. Well, if you're connecting the racks with lasers through vacuum, you can make the rack bigger physically. In space, there's all sorts of things that SpaceX can do. They also now operate the largest data center on Earth. I've spent a lot of time at Starbase over the years, and I've talked to a lot of SpaceX engineers. It is the most talented group of engineers on planet Earth, and they're very confident they have solved this."

In our last conversation, Gavin said data centers in space will be the most important thing in 3-4 years. He explains that means "racks in space" and thinks orbital compute will solve the watts shortage: "When people hear data centers in space, they picture a Pentagon-sized building in space. That's not what it is. A Blackwell rack weighs 3,000 pounds. It's eight feet high. Four feet deep. Three feet wide. It's racks in space. It has these solar wings that are probably 500 feet long on each side. You keep it in a Sun-synchronous orbit, so those solar panels are always in the sun. And then because it's in an exactly Sun-synchronous orbit, the radiator, which extends behind it for hundreds of feet is in the shade. You link these racks using lasers traveling through vacuum which are already on every Starlink. SpaceX operates the world's largest satellite fleet, which is 98 or 99% of all satellites in orbit. Every Starlink, they're cooling it today. I think Starlink V3 is going to operate at 20 kilowatts. A Blackwell rack is only 100 kilowatts. And people talk a lot about density. Well, if you're connecting the racks with lasers through vacuum, you can make the rack bigger physically. In space, there's all sorts of things that SpaceX can do. They also now operate the largest data center on Earth. I've spent a lot of time at Starbase over the years, and I've talked to a lot of SpaceX engineers. It is the most talented group of engineers on planet Earth, and they're very confident they have solved this."

Patrick OShaughnessy

268,098 views • 2 months ago

Today, we're announcing the next evolution of Sword Thrive: a fully revamped experience anchored by a new conversational care model, Vision AI, and a more powerful Phoenix. At the center of this evolution is a first-of-its-kind care model: a 3-way chat connecting the member, Phoenix, and their Doctor of Physical Therapy in a single interface, making continuous, 24/7 care possible for the first time, with the clinical oversight only a human specialist can provide. Vision AI, our proprietary technology trained on years of movement data, now delivers precise movement detection in real-world home environments - cluttered, noisy, and everything in between - and runs entirely through the Sword Health app on smartphones and tablets. Phoenix, our AI Care Specialist, is now more capable as well, providing deeper, personalized two-way conversational guidance and real-time form correction, adapting to each member as they move. From proactive care to continuous recovery, this is how healthcare should show up: with reliability, clinical memory, and real-time support that never drops the thread. Watch the video to see it in action:

Today, we're announcing the next evolution of Sword Thrive: a fully revamped experience anchored by a new conversational care model, Vision AI, and a more powerful Phoenix. At the center of this evolution is a first-of-its-kind care model: a 3-way chat connecting the member, Phoenix, and their Doctor of Physical Therapy in a single interface, making continuous, 24/7 care possible for the first time, with the clinical oversight only a human specialist can provide. Vision AI, our proprietary technology trained on years of movement data, now delivers precise movement detection in real-world home environments - cluttered, noisy, and everything in between - and runs entirely through the Sword Health app on smartphones and tablets. Phoenix, our AI Care Specialist, is now more capable as well, providing deeper, personalized two-way conversational guidance and real-time form correction, adapting to each member as they move. From proactive care to continuous recovery, this is how healthcare should show up: with reliability, clinical memory, and real-time support that never drops the thread. Watch the video to see it in action:

Sword Health

27,974 views • 5 months ago

Wall Street is WRONG about Oracle. $ORCL is being pitched as the "fourth hyperscaler." The AI infrastructure play of a lifetime. 35 out of 46 analysts have a buy rating. Consensus price target is $246. The stock is at $172. Down 47% from its September high. Now let me explain what the bulls aren't telling you and why this will end HORRIBLY: Oracle's non-current debt has ballooned to $124.7 billion. Up from $85.3 billion a year ago. A 46% increase in 12 months. Total liabilities sit at $206 billion against shareholders' equity of $39 billion. That's a 5-to-1 leverage ratio on a company being pitched as a "safe" infrastructure play. But that $124.7 billion isn't even the full picture... Oracle has been using project financing structures (loans repaid from projected future cashflow) to keep tens of billions more in borrowing off its balance sheet entirely. So when analysts quote Oracle's debt load, they're UNDERSTATING the actual exposure by a meaningful margin. Interest expense jumped 32% YOY. Free cash flow is negative $24.7 billion on a trailing basis. The company is spending $48 billion a year in capex while generating roughly $17 billion in operating cash flow. They issued $43 billion in senior notes in 9 months. They are borrowing at a pace that would make a leveraged buyout firm nervous. And what did they get for all that spending? They fired 30,000 people. On March 31st, Oracle sent an email at 6 AM to tens of thousands of employees telling them their roles were eliminated. 18% of the global workforce gone in a single morning. TD Cowen estimates the layoffs save $8 to $10 billion in annual cash flow. Which tells you everything about the math: Oracle can't fund $50 billion in AI capex AND keep 162,000 people on payroll. So the people went. Net income was up 95% last quarter. The stock is still down 47% from its high. Mr. Market is telling you something. The earnings look great on paper partly because Oracle extended the useful life of its servers to 6 years, reducing depreciation expense by billions. I've been flagging this accounting game across the hyperscalers for months. It flatters the income statement while the balance sheet quietly deteriorates. Now let's talk about the $553 billion in Remaining Performance Obligations that every bull cites as the "reason" to own this stock: Roughly $300 billion of that is a SINGLE contract with OpenAI through the Stargate project. Revenue doesn't start flowing until 2027. And OpenAI itself expects to lose over $167 billion through 2028 even if it hits $100 billion in annual revenue. So Oracle is borrowing $125+ billion to build data centers for a customer that cannot even fund its own operations. And the data centers themselves are significantly behind schedule: The flagship Stargate campus in Abilene has been under construction since mid-2024. 2 years later, only 2 of 8 planned buildings are operational, covering about 200 megawatts of the planned 1.2 gigawatts. The remaining Stargate sites across Wisconsin, New Mexico, Michigan, and other locations are in the earliest stages of development. The total estimated cost to build out Oracle's 7 gigawatts of planned Stargate capacity runs around $340 billion. And lenders are already getting nervous. The Wall Street Journal reported that additional capacity at Abilene originally earmarked for OpenAI ended up going to Microsoft instead - because the banks financing the build were uncomfortable with their credit exposure to OpenAI as the ultimate customer. When your LENDERS don't trust your tenant's ability to pay, then there's SERIOUS issue. And by the time those data centers are fully built, the GPUs inside them will already be approaching obsolescence anyway. Nvidia releases new architectures annually. Each generation delivers dramatically more compute per watt. The hardware goes obsolete in 3 years but the debt used to buy it gets repaid over a much longer horizon. The AI infrastructure buildout is a treadmill, not a revolution. Oracle is the purest expression of that thesis. - $206 billion in reported liabilities. - Billions more hidden off-balance-sheet. - Negative $25 billion in free cash flow. - 30,000 people fired to fund the capex. - A single unprofitable customer behind over half the backlog. - Data centers years behind schedule. And 35 analysts saying buy. This doesn't sound right, does it?

Wall Street is WRONG about Oracle. $ORCL is being pitched as the "fourth hyperscaler." The AI infrastructure play of a lifetime. 35 out of 46 analysts have a buy rating. Consensus price target is $246. The stock is at $172. Down 47% from its September high. Now let me explain what the bulls aren't telling you and why this will end HORRIBLY: Oracle's non-current debt has ballooned to $124.7 billion. Up from $85.3 billion a year ago. A 46% increase in 12 months. Total liabilities sit at $206 billion against shareholders' equity of $39 billion. That's a 5-to-1 leverage ratio on a company being pitched as a "safe" infrastructure play. But that $124.7 billion isn't even the full picture... Oracle has been using project financing structures (loans repaid from projected future cashflow) to keep tens of billions more in borrowing off its balance sheet entirely. So when analysts quote Oracle's debt load, they're UNDERSTATING the actual exposure by a meaningful margin. Interest expense jumped 32% YOY. Free cash flow is negative $24.7 billion on a trailing basis. The company is spending $48 billion a year in capex while generating roughly $17 billion in operating cash flow. They issued $43 billion in senior notes in 9 months. They are borrowing at a pace that would make a leveraged buyout firm nervous. And what did they get for all that spending? They fired 30,000 people. On March 31st, Oracle sent an email at 6 AM to tens of thousands of employees telling them their roles were eliminated. 18% of the global workforce gone in a single morning. TD Cowen estimates the layoffs save $8 to $10 billion in annual cash flow. Which tells you everything about the math: Oracle can't fund $50 billion in AI capex AND keep 162,000 people on payroll. So the people went. Net income was up 95% last quarter. The stock is still down 47% from its high. Mr. Market is telling you something. The earnings look great on paper partly because Oracle extended the useful life of its servers to 6 years, reducing depreciation expense by billions. I've been flagging this accounting game across the hyperscalers for months. It flatters the income statement while the balance sheet quietly deteriorates. Now let's talk about the $553 billion in Remaining Performance Obligations that every bull cites as the "reason" to own this stock: Roughly $300 billion of that is a SINGLE contract with OpenAI through the Stargate project. Revenue doesn't start flowing until 2027. And OpenAI itself expects to lose over $167 billion through 2028 even if it hits $100 billion in annual revenue. So Oracle is borrowing $125+ billion to build data centers for a customer that cannot even fund its own operations. And the data centers themselves are significantly behind schedule: The flagship Stargate campus in Abilene has been under construction since mid-2024. 2 years later, only 2 of 8 planned buildings are operational, covering about 200 megawatts of the planned 1.2 gigawatts. The remaining Stargate sites across Wisconsin, New Mexico, Michigan, and other locations are in the earliest stages of development. The total estimated cost to build out Oracle's 7 gigawatts of planned Stargate capacity runs around $340 billion. And lenders are already getting nervous. The Wall Street Journal reported that additional capacity at Abilene originally earmarked for OpenAI ended up going to Microsoft instead - because the banks financing the build were uncomfortable with their credit exposure to OpenAI as the ultimate customer. When your LENDERS don't trust your tenant's ability to pay, then there's SERIOUS issue. And by the time those data centers are fully built, the GPUs inside them will already be approaching obsolescence anyway. Nvidia releases new architectures annually. Each generation delivers dramatically more compute per watt. The hardware goes obsolete in 3 years but the debt used to buy it gets repaid over a much longer horizon. The AI infrastructure buildout is a treadmill, not a revolution. Oracle is the purest expression of that thesis. - $206 billion in reported liabilities. - Billions more hidden off-balance-sheet. - Negative $25 billion in free cash flow. - 30,000 people fired to fund the capex. - A single unprofitable customer behind over half the backlog. - Data centers years behind schedule. And 35 analysts saying buy. This doesn't sound right, does it?

George Noble

58,284 views • 3 months ago

Today Sagaru AI goes live! Founded by me and my esteemed cofounders Olumide Soyombo Dr Roti Balogun (Ex Chief Talent Officer, JPM), Jennie N and #wisdomibanga our CTO And I wanted to share why I believe what we're building matters. Over the last few years, artificial intelligence has evolved from curiosity to infrastructure. It's now embedded across industries, changing how lawyers work, how doctors diagnose, how engineers design, how marketers create, and how businesses make decisions. Yet, for all its intelligence, AI still has one significant limitation: context. It may generate a medical recommendation, but not fully appreciate the realities of healthcare delivery in different countries. It may understand a regulation on paper, yet miss the cultural and operational nuances that only lived experience can provide. The difference between a good answer and the right answer is often human context and judgement. That matters everywhere, but it matters even more for Africa. If AI is to serve our continent truly, it cannot simply learn about Africa. It must also learn from Africa. It must learn from our lawyers navigating multiple legal systems, our doctors working across diverse healthcare environments, our engineers solving complex infrastructure challenges, our researchers, academics and professionals whose expertise has been earned through years of real-world experience. That conviction is what led us to build Sagaru. Sagaru is an expert network of professionals across law, healthcare, engineering, medicine, and other domains, making paid expert reviews that help improve AI through evaluation, benchmarking, and contextual feedback. Every contribution helps make AI more accurate, more reliable and more reflective of the world we actually live in. This isn't just about building another technology company. It's about ensuring African expertise helps shape one of the most transformative technologies of our generation. The future of AI is already being written. We believe Africa deserves to help write it. Today, that journey begins. Join the Expert Network at

Today Sagaru AI goes live! Founded by me and my esteemed cofounders Olumide Soyombo Dr Roti Balogun (Ex Chief Talent Officer, JPM), Jennie N and #wisdomibanga our CTO And I wanted to share why I believe what we're building matters. Over the last few years, artificial intelligence has evolved from curiosity to infrastructure. It's now embedded across industries, changing how lawyers work, how doctors diagnose, how engineers design, how marketers create, and how businesses make decisions. Yet, for all its intelligence, AI still has one significant limitation: context. It may generate a medical recommendation, but not fully appreciate the realities of healthcare delivery in different countries. It may understand a regulation on paper, yet miss the cultural and operational nuances that only lived experience can provide. The difference between a good answer and the right answer is often human context and judgement. That matters everywhere, but it matters even more for Africa. If AI is to serve our continent truly, it cannot simply learn about Africa. It must also learn from Africa. It must learn from our lawyers navigating multiple legal systems, our doctors working across diverse healthcare environments, our engineers solving complex infrastructure challenges, our researchers, academics and professionals whose expertise has been earned through years of real-world experience. That conviction is what led us to build Sagaru. Sagaru is an expert network of professionals across law, healthcare, engineering, medicine, and other domains, making paid expert reviews that help improve AI through evaluation, benchmarking, and contextual feedback. Every contribution helps make AI more accurate, more reliable and more reflective of the world we actually live in. This isn't just about building another technology company. It's about ensuring African expertise helps shape one of the most transformative technologies of our generation. The future of AI is already being written. We believe Africa deserves to help write it. Today, that journey begins. Join the Expert Network at

Bola Lawal

30,569 views • 23 days ago

$ICP = World Computer (Since 2015)⬇️ In 2014, dom williams.icp ∞ , Chief Scientist of the DFINITY Foundation became involved with the early Ethereum community. At the time, the concept of a blockchain that could run software (i.e. smart contracts), which stored and processed data within an unstoppable, tamperproof and autonomous on-chain environment, was both revolutionary and controversial within the industry. At some point, the concept of a blockchain playing the role of a “World Computer” was mooted within the Ethereum community. One interpretation was that such a network would perform a trickle of simple but important smart contract computations for the world. However, Dominic’s interpretation, based on his work, was that World Computer blockchain would inevitably eventually host much of humanity’s systems and services, and all its data and compute, largely replacing traditional IT, and transforming social media, gaming, finance, enterprise systems and many other domains. In 2015, however, Dominic was a lone heretic, and was largely alone in believing that the creation of a true World Computer blockchain was technically feasible, let alone that it might be capable of successfully playing that role in competition with centralized computing infrastructure. Since Dominic strongly believed otherwise, based on his accumulated technical experiences and work on crypto theory, he decided to dedicate himself to blockchain research that might realize the concept, originally, he hoped, in the form a more advanced Ethereum 2.0. He stopped work on Pebble, and directed all his future efforts towards the realization of the World Computer blockchain vision. In early 2015, Dominic’s thinking about blockchain design had become more mature, and he began proposing new approaches to consensus, applied cryptography and blockchain network architecture. Around that time, he began using the name DFINITY as a brand for his work, which takes its characters from decentralized infinity. Through the period 2015 to 2016, Vitalik Buterin, and associates such as Vlad Zamfir, were the Ethereum project’s primary consensus researchers, and were highly focused on developing cryptoeconomic schemes, including under the Casper banner. Meanwhile, Dominic was more focused on finding new ways to leverage advanced cryptography and distributed computing math, and devising alternative blockchain architectures, which might enable a World Computer to be produced. Owing to the long-term nature of Dominic’s work, and it’s more technical approach, eventually it became clear to him that DFINITY should become an independent project. Panel Moderator: Martin Koeppelmann, Panel (from Right to Left): Dominic Williams, Vitalik Buterin, Vlad Zamfir, Jae Kwon, Recorded at the Silicon Valley Ethereum Meetup – October 22nd, 2016

Fabio

12,765 views • 8 months ago