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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

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22,247 görüntüleme • 2 yıl önce •via X (Twitter)

Bilim & Teknoloji Haberler & Politika Finans #Bitfarms

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John Nolan profil fotoğrafı

John Nolan2 yıl önce

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

Jared Herling #bitcoin profil fotoğrafı

Jared Herling #bitcoin2 yıl önce

Go team go.

Halal-Bitcoin 🌈 🟠 💊 profil fotoğrafı

Halal-Bitcoin 🌈 🟠 💊2 yıl önce

Stock price is crushing us. Please fix it

Hank profil fotoğrafı

Hank2 yıl önce

Keep up the great work. Exciting times ahead.

Ivan profil fotoğrafı

Ivan2 yıl önce

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

Bash profil fotoğrafı

Bash2 yıl önce

💫 So sensual 💫

Ghost of Bacala profil fotoğrafı

Ghost of Bacala2 yıl önce

Stop diluting mfs!!

futu00 profil fotoğrafı

futu002 yıl önce

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

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Chris Dominator2 yıl önce

junk

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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:

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:

CleanSpark Inc.

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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:

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:

CleanSpark Inc.

116,626 görüntüleme • 2 yıl önce

🚀 It’s finally time: the Data Lake App is now publicly available at Built in alignment with the core values of the DeSci movement, our App is the first blockchain-based patient recruitment & consent management platform that will democratize medical research! And there’s more to it: Data Lake is also proud to unveil its Grant Program to empower researchers and organizations such as DAOs with $LAKE tokens to access the Data Lake App and leverage our revolutionary platform to drive impactful change in the realm of healthcare! 📄 Learn everything about the App and the Grant with our latest blog article: 👉Apply to the Grant program from here - do it before the end of March: 💬 Have questions? Come say hi to our Telegram Community:

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Data Lake Token

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BITCOIN RAILS #46: BITCOIN MINING IN THE AGE OF AI | with MARA CEO Fred Thiel 🔗 YOUTUBE: 🌿 SPOTIFY: In response to the AI-driven shock in global demand for computing power, large players in the Bitcoin mining industry have been forced to make significant strategic shifts to remain competitive. MARA — the largest Bitcoin miner in the world by hashrate — is emerging as one of the more well-positioned beneficiaries of these changing tides, having transitioned from an “asset-light” strategy (via hosted mining at third-party facilities) to an “asset-heavy” approach (owning its own land, power, and infrastructure) just ahead of the AI compute wave in 2024/25. I sat down with MARA CEO Fred Thiel to discuss how these shifting industry dynamics are playing out in practice — as well as his perspective on how key mining-related security and infrastructure issues may evolve in the coming months and years. In this episode, we cover: — How MARA scaled from near-zero hash rate in 2020 to the largest Bitcoin miner globally by the end of 2023 — Key differences between operating Bitcoin mining facilities versus AI data centers, and where the two models meaningfully intersect — Why ownership of power generation — rather than reliance on PPAs — may represent a durable competitive edge for miners and AI data center operators over time — Why Bitcoin may be entering its “IPO phase,” and why recent price corrections could reflect increasing market maturity rather than structural weakness We also explore more technical and often under-discussed topics, such as heat reuse, open-source mining technologies, and the implications of US policy goals around Bitcoin mining. This episode offers a grounded, operator-level view of where Bitcoin mining is headed, informed by one of the most influential leaders in the public mining sector. This episode of Bitcoin Rails is powered by: — Best In Slot (Best in Slot | BRC2.0 🧑‍🍳) — the leading API for Ordinals and BRC-20 data aggregation and indexing. — Spark (Lightspark) — a statechains implementation advancing Bitcoin-powered payments. — Citrea (Citrea | Mainnet Live 🍊🍋) — a leading Bitcoin rollup technology and BitVM alliance contributor. TIMESTAMPS 📌 00:00 Intro 01:09 From Marathon Patent Group to MARA 06:35 Why Owning Infrastructure is Key 07:46 First Public Companies Mining Bitcoin 09:54 Data Centers For AI vs Bitcoin Mining Facilities 14:07 How AI Data Centers Will Look Going Forward 15:37 How MARA is Diversifying From Bitcoin Mining 19:03 Private Cloud and Data Security 22:20 The Exaion Partnership 26:03 Future of Bitcoin and AI 40:22 Innovative Approaches to AI and Bitcoin Mining 42:06 Challenges and Opportunities in Power Generation 45:38 Strategic International Partnerships 50:43 The Future of Real World Assets 53:53 Bitcoin Mining in China 57:24 Why MARA Runs Their Own Software 01:00:19 Where is Bitcoin Mining Headed 01:04:17 Benefits of Running a Mining Pool 01:07:17 Heat Reuse in Mining 01:12:23 The Role of Data Centers in Power Generation

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Isabel Foxen Duke⚡️

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It’s #SunDay! Here’s your space weather report for the week of July 24 - July 30: • 3 M-class flares • 1 C-class flare • 31 coronal mass ejections • 0 geomagnetic storms This video from NASA’s Solar Dynamics Observatory (SDO) shows the week’s activity. SDO remains in its Earth eclipse period, with daily “blackouts” as the spacecraft passes behind our planet, which will continue through Aug. 2. This week’s strongest flare, an M3.2-class eruption, appears at about 1:10 into the video as a brief flash in the middle of the Sun’s disk. Learn more about the Sun and space weather: Note: This week's video does not include imagery from July 30th due to a temporary issue with our data processing pipeline that is being resolved.

It’s #SunDay! Here’s your space weather report for the week of July 24 - July 30: • 3 M-class flares • 1 C-class flare • 31 coronal mass ejections • 0 geomagnetic storms This video from NASA’s Solar Dynamics Observatory (SDO) shows the week’s activity. SDO remains in its Earth eclipse period, with daily “blackouts” as the spacecraft passes behind our planet, which will continue through Aug. 2. This week’s strongest flare, an M3.2-class eruption, appears at about 1:10 into the video as a brief flash in the middle of the Sun’s disk. Learn more about the Sun and space weather: Note: This week's video does not include imagery from July 30th due to a temporary issue with our data processing pipeline that is being resolved.

NASA Space Alerts

45,133 görüntüleme • 24 gün önce

Every Wall Street giant that owns an AI data center is suddenly looking for a buyer. And NONE of them want to be the last one holding it. Three of them made their move in the last two weeks: Vantage Data Centers is exploring an exit. Its owners, Silver Lake and DigitalBridge, are weighing a listing at around $100 billion, or a sale, or a stake sale. It would be the largest data center IPO ever done. Three days earlier, CyrusOne started the same process. KKR and Global Infrastructure Partners met Goldman Sachs and Morgan Stanley, and the banks pitched for roles on a listing that could come as early as 2027. Last month, Switch hired Goldman and JPMorgan to take it public at close to $80 billion including debt, possibly by the fourth quarter. Three different companies moved inside the same 14 days, and the same handful of investment banks took every call. And these are the exact same firms that BOUGHT these companies off the public market four years ago. Between June 2021 and early 2022, private equity took the data center industry private. Blackstone bought QTS. KKR and Global Infrastructure Partners took CyrusOne private in a deal worth about $15 billion. DigitalBridge and IFM took Switch private for about $11 billion. Together those deals ran past $35 billion. By 2023 there were only two pure-play data center companies left on the public market. The logic at the time was that data centers burn cash for years before they pay, and public shareholders hate that. But private money was patient, and private money could wait. Four years later, the AI boom arrived and every one of those buildings became a gold mine. So follow this: Switch went private at about $11 billion in 2022. Its owners now want close to $80 billion for it. That is roughly 7x, in four years, on the same buildings. And DigitalBridge sits on both sides of this. It owns a piece of Vantage and it took Switch private. It is now looking for the door on BOTH. The question now is who is supposed to buy. There is no bigger private buyer left to sell to. These are already the largest infrastructure funds on Earth, and the price tags now run to $100 billion. The only pocket deep enough is the public market, which means anyone with a brokerage account or an index fund. The people who bought low from the public are now organizing to sell high back to the public. And they are doing it while telling everyone the buildout is just getting started. KKR raised a record $19.2 billion for its newest infrastructure fund this month, and in June launched a separate company with over $10 billion committed to finance more construction. So one hand raises fresh billions to build more data centers, and the other hand sells the finished ones to whoever will take them. None of this proves anyone thinks the boom is ending. Selling into strength is what these firms are paid to do, and every one of these deals is early stage and might never happen. But the timing tells you something: The most sophisticated infrastructure investors alive spent four years accumulating these assets in private, and all decided in the same two weeks that now is the moment to find someone else to own them. Four years ago these firms decided the public market was too impatient to own data centers. Now they want the public market to own them again, at 7x the price. Quite suspicious.

Every Wall Street giant that owns an AI data center is suddenly looking for a buyer. And NONE of them want to be the last one holding it. Three of them made their move in the last two weeks: Vantage Data Centers is exploring an exit. Its owners, Silver Lake and DigitalBridge, are weighing a listing at around $100 billion, or a sale, or a stake sale. It would be the largest data center IPO ever done. Three days earlier, CyrusOne started the same process. KKR and Global Infrastructure Partners met Goldman Sachs and Morgan Stanley, and the banks pitched for roles on a listing that could come as early as 2027. Last month, Switch hired Goldman and JPMorgan to take it public at close to $80 billion including debt, possibly by the fourth quarter. Three different companies moved inside the same 14 days, and the same handful of investment banks took every call. And these are the exact same firms that BOUGHT these companies off the public market four years ago. Between June 2021 and early 2022, private equity took the data center industry private. Blackstone bought QTS. KKR and Global Infrastructure Partners took CyrusOne private in a deal worth about $15 billion. DigitalBridge and IFM took Switch private for about $11 billion. Together those deals ran past $35 billion. By 2023 there were only two pure-play data center companies left on the public market. The logic at the time was that data centers burn cash for years before they pay, and public shareholders hate that. But private money was patient, and private money could wait. Four years later, the AI boom arrived and every one of those buildings became a gold mine. So follow this: Switch went private at about $11 billion in 2022. Its owners now want close to $80 billion for it. That is roughly 7x, in four years, on the same buildings. And DigitalBridge sits on both sides of this. It owns a piece of Vantage and it took Switch private. It is now looking for the door on BOTH. The question now is who is supposed to buy. There is no bigger private buyer left to sell to. These are already the largest infrastructure funds on Earth, and the price tags now run to $100 billion. The only pocket deep enough is the public market, which means anyone with a brokerage account or an index fund. The people who bought low from the public are now organizing to sell high back to the public. And they are doing it while telling everyone the buildout is just getting started. KKR raised a record $19.2 billion for its newest infrastructure fund this month, and in June launched a separate company with over $10 billion committed to finance more construction. So one hand raises fresh billions to build more data centers, and the other hand sells the finished ones to whoever will take them. None of this proves anyone thinks the boom is ending. Selling into strength is what these firms are paid to do, and every one of these deals is early stage and might never happen. But the timing tells you something: The most sophisticated infrastructure investors alive spent four years accumulating these assets in private, and all decided in the same two weeks that now is the moment to find someone else to own them. Four years ago these firms decided the public market was too impatient to own data centers. Now they want the public market to own them again, at 7x the price. Quite suspicious.

Ricardo

70,858 görüntüleme • 13 gün önce

The Bulls won our first championship in 1991. I kept the Ball from that night and held it for 33 years. Now I’m passing it to the community and building an RWA and the #1 sports brand in Web3 with $BALL aka $BALL 🏀 GAME 5 BALL 🏀 Roadmap: The championship ball lives on as a digital twin — powered by AI and fully integrated into gaming, events, and interactive experiences. The physical Ball is set to be vaulted as a reserve asset, while its AI twin generates real-time engagement and revenue across gameplay, content, and community. Now it talks trash and challenges players worldwide. $BALL 🏀 GAME 5 BALL is live — win Bitcoin, $BALL, sponsored tokens, and more. Learn more about the project and how to get tokens at

Scottie Pippen

169,187 görüntüleme • 1 yıl önce

Since April, a small team inside Metaplanet has been working on something we could not talk about. Today it is public. Metaplanet is taking a controlling stake in Super League Enterprise (Nasdaq: SLE). At closing it will be renamed Superplanet, our U.S. Bitcoin treasury platform, seeded with 2,100 BTC of our own Bitcoin and consolidated into our group. Here is what it means. In two years, Metaplanet became one of the largest corporate Bitcoin treasuries in the world, listed in Japan and backed by shareholders around the world, from Japanese retail investors to global institutions. Every decision has run through one question: does it increase Bitcoin per share? This one is no different. America is the deepest capital market in the world, and it is home to something that exists nowhere else at such scale: investors who fund Bitcoin treasury companies with permanent capital, no maturity, no repayment, no dilution of common shareholders. Until now, our group had no way to issue into that market. Superplanet gives us a direct presence in it. So the strategy now runs on two engines. Superplanet raises in America. Metaplanet raises in Japan. Both feed a single Bitcoin position that never leaves the group. When Superplanet raises capital without adding common shares, Bitcoin per share rises there and at Metaplanet at the same time. Two markets, two currencies, two investor bases, one balance sheet compounding. The platform opens doors in both directions. Superplanet can acquire in the U.S. Bitcoin treasury sector in ways not available to a Japanese parent. And in time, subject to laws and regulations, our securities arm may bring Superplanet securities to investors in Japan. We seeded this investment with less than 5% of our Bitcoin, with the ability to contribute much more as the platform grows. And we structured it the way long-term owners should: we invested at the market price, no discounts, no special terms, locked up every share for five years, and ranked our entire position behind the investors who will fund Superplanet's future. Our capital, our balance sheet, and everything we have learned building Metaplanet stand behind this platform. Super League brings a Nasdaq listing and a decade of relationships with many of the world's largest brands across gaming, an audience that understood digital value before most of the world did. There is real chemistry between that community and what we are building. Closing is expected in Q4 2026, subject to customary closing conditions, including Super League stockholder approval. Japan gave us our foundation. America gives us our second engine. One Bitcoin position, compounding through the world's two deepest capital markets.

Since April, a small team inside Metaplanet has been working on something we could not talk about. Today it is public. Metaplanet is taking a controlling stake in Super League Enterprise (Nasdaq: SLE). At closing it will be renamed Superplanet, our U.S. Bitcoin treasury platform, seeded with 2,100 BTC of our own Bitcoin and consolidated into our group. Here is what it means. In two years, Metaplanet became one of the largest corporate Bitcoin treasuries in the world, listed in Japan and backed by shareholders around the world, from Japanese retail investors to global institutions. Every decision has run through one question: does it increase Bitcoin per share? This one is no different. America is the deepest capital market in the world, and it is home to something that exists nowhere else at such scale: investors who fund Bitcoin treasury companies with permanent capital, no maturity, no repayment, no dilution of common shareholders. Until now, our group had no way to issue into that market. Superplanet gives us a direct presence in it. So the strategy now runs on two engines. Superplanet raises in America. Metaplanet raises in Japan. Both feed a single Bitcoin position that never leaves the group. When Superplanet raises capital without adding common shares, Bitcoin per share rises there and at Metaplanet at the same time. Two markets, two currencies, two investor bases, one balance sheet compounding. The platform opens doors in both directions. Superplanet can acquire in the U.S. Bitcoin treasury sector in ways not available to a Japanese parent. And in time, subject to laws and regulations, our securities arm may bring Superplanet securities to investors in Japan. We seeded this investment with less than 5% of our Bitcoin, with the ability to contribute much more as the platform grows. And we structured it the way long-term owners should: we invested at the market price, no discounts, no special terms, locked up every share for five years, and ranked our entire position behind the investors who will fund Superplanet's future. Our capital, our balance sheet, and everything we have learned building Metaplanet stand behind this platform. Super League brings a Nasdaq listing and a decade of relationships with many of the world's largest brands across gaming, an audience that understood digital value before most of the world did. There is real chemistry between that community and what we are building. Closing is expected in Q4 2026, subject to customary closing conditions, including Super League stockholder approval. Japan gave us our foundation. America gives us our second engine. One Bitcoin position, compounding through the world's two deepest capital markets.

Simon Gerovich

465,902 görüntüleme • 8 gün önce

At $IREN, shareholder feedback challenges us to improve and deliver greater value - thank you. Updates: - Investing efficiently: Each EH/s of operating capacity costs ~$30M to build and is typically valued by the market at several times that amount, highlighting the accretive potential of our investments. - Funding sources: We are carefully assessing all opportunities - ATM, debt, convertible - to balance growth and risk/reward. Management, aligned through stock ownership and RSU vesting conditions, is thoughtful in utilising funding instruments like the ATM. - Reincorporation: US domicile under review; we’re assessing legal, tax, and cost implications. - Growth: A 50% hashrate increase is on track for next month, with NVIDIA H200 GPUs rolling out at Prince George. At Childress, Phase 3 construction has entered the final delivery phase, with Will Roberts and David Shaw on site last week to oversee progress. - AI/HPC: Negotiating potential terms with hyperscale customers across multiple sites. With 2,310MW of contracted power and a strong team, we're positioned for continued growth. More updates at the Nov 26 earnings call.

At $IREN, shareholder feedback challenges us to improve and deliver greater value - thank you. Updates: - Investing efficiently: Each EH/s of operating capacity costs ~$30M to build and is typically valued by the market at several times that amount, highlighting the accretive potential of our investments. - Funding sources: We are carefully assessing all opportunities - ATM, debt, convertible - to balance growth and risk/reward. Management, aligned through stock ownership and RSU vesting conditions, is thoughtful in utilising funding instruments like the ATM. - Reincorporation: US domicile under review; we’re assessing legal, tax, and cost implications. - Growth: A 50% hashrate increase is on track for next month, with NVIDIA H200 GPUs rolling out at Prince George. At Childress, Phase 3 construction has entered the final delivery phase, with Will Roberts and David Shaw on site last week to oversee progress. - AI/HPC: Negotiating potential terms with hyperscale customers across multiple sites. With 2,310MW of contracted power and a strong team, we're positioned for continued growth. More updates at the Nov 26 earnings call.

Daniel Roberts

151,723 görüntüleme • 1 yıl önce

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 görüntüleme • 1 yıl önce

A model is only as good as its data, and we’ve long since exhausted the internet. From here on out, model progress is gated by data production. ’s Brendan (can/do) joined us at our Sovereign AI event to talk about how RL environments get built, and why your data might be your real moat: 00:00 Introduction 00:47 A short history of the data market: crowdsourcing to agentic data 02:29 What an RL environment is: worlds, apps, tasks 03:57 Why only humans can measure the frontier 05:35 Building verifiers is the hard part 06:44 Walkthrough: a real legal RL environment 08:18 Leaderboards — and what open weights change 09:45 Post-training results on Apex Agents 11:17 Three ways companies buy data 12:49 Q&A: How do you price data? 14:17 Q&A: What "data quality" actually means 16:42 Q&A: The misunderstanding about synthetic data 18:17 Q&A: Why RL environments now — and what comes after 21:20 Q&A: Can you scale rubric generation with models? 23:00 Q&A: RL environments for cyber defense 25:33 Q&A: Build data in-house or partner?

A model is only as good as its data, and we’ve long since exhausted the internet. From here on out, model progress is gated by data production. ’s Brendan (can/do) joined us at our Sovereign AI event to talk about how RL environments get built, and why your data might be your real moat: 00:00 Introduction 00:47 A short history of the data market: crowdsourcing to agentic data 02:29 What an RL environment is: worlds, apps, tasks 03:57 Why only humans can measure the frontier 05:35 Building verifiers is the hard part 06:44 Walkthrough: a real legal RL environment 08:18 Leaderboards — and what open weights change 09:45 Post-training results on Apex Agents 11:17 Three ways companies buy data 12:49 Q&A: How do you price data? 14:17 Q&A: What "data quality" actually means 16:42 Q&A: The misunderstanding about synthetic data 18:17 Q&A: Why RL environments now — and what comes after 21:20 Q&A: Can you scale rubric generation with models? 23:00 Q&A: RL environments for cyber defense 25:33 Q&A: Build data in-house or partner?

Pat Grady

65,287 görüntüleme • 14 gün önce

🚨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.

🚨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 görüntüleme • 6 ay önce

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 görüntüleme • 5 ay önce

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

11,035 görüntüleme • 21 gün önce

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 görüntüleme • 3 ay önce

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 görüntüleme • 3 ay önce

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 görüntüleme • 6 ay önce