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ERIC SCHMIDT WARNS ON US POWER GAP US data centers face a 92 GW shortfall with no new nuclear -- risking frontier AI training shifting to energy-rich foreign partners. 5 names to watch: $VST, $EOSE, $NBIS, $IREN, $CIFR

Shay Boloor

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216,058 просмотров • 11 месяцев назад •via X (Twitter)

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AI INFRASTRUCTURE/ENERGY DEMAND STOCKS TO KEEP ON WATCH FOR 2026 Ex-CEO $GOOGL Eric Schmidt on energy demand driven by AI: "We need energy and the numbers are profound. What we need from you is energy in all forms. People are planning 10 gigawatt data centers" $IREN: owns and develops vertically integrated data centers for hyperscalers $CIFR: large power footprint, 3.4 GW pipeline for AI workloads + HPC $WULF: high capacity, low cost data center expansion across Texas and New York $NBIS: AI compute and cloud services translating energy into revenue $CLSK: America’s Bitcoin Miner transitioning to AI infrastructure with a massive power footprint across 30+ data center sites $BITF: owns and operates power sites positioned for AI workloads, yet to sign with a hyperscaler but could come this year $GLXY: multi-gigawatt data center infrastructure at scale

AI INFRASTRUCTURE/ENERGY DEMAND STOCKS TO KEEP ON WATCH FOR 2026 Ex-CEO $GOOGL Eric Schmidt on energy demand driven by AI: "We need energy and the numbers are profound. What we need from you is energy in all forms. People are planning 10 gigawatt data centers" $IREN: owns and develops vertically integrated data centers for hyperscalers $CIFR: large power footprint, 3.4 GW pipeline for AI workloads + HPC $WULF: high capacity, low cost data center expansion across Texas and New York $NBIS: AI compute and cloud services translating energy into revenue $CLSK: America’s Bitcoin Miner transitioning to AI infrastructure with a massive power footprint across 30+ data center sites $BITF: owns and operates power sites positioned for AI workloads, yet to sign with a hyperscaler but could come this year $GLXY: multi-gigawatt data center infrastructure at scale

Small Cap Snipa

116,034 просмотров • 8 месяцев назад

Goldman Sachs expects data center power demand to triple by 2030. Last week I broke down two of my favorite AI utility names $NBIS & $IREN with Charles on air. I didn’t have time to mention $CIFR but it’s in the same tier.

Goldman Sachs expects data center power demand to triple by 2030. Last week I broke down two of my favorite AI utility names $NBIS & $IREN with Charles on air. I didn’t have time to mention $CIFR but it’s in the same tier.

Shay Boloor

304,255 просмотров • 10 месяцев назад

🚨 WE’RE NOT BULLISH ENOUGH! 56% of my portfolio is in $IREN, $CIFR, $NBIS, $TE = AI/HPC, GRID & ENERGY. Spend 45 seconds watching this clip, and you’ll know why. 1. $CIFR has an elite team of ex-hyperscaler specialists from $GOOG, $META, and $AAPL optimizing every site. 2. The next couple of years will see more acquisitions, more sites, more deals in AI data centers. 3. $IREN secured a $9.7B AI cloud contract with $MSFT. $CIFR inked a $5.5B lease with $AMZN AWS and has a stake from $GOOG. 4. $NBIS landed $3B with $META and multi-billion with $MSFT. 5. J.P. Morgan forecasts AI infrastructure capex for data centers hitting $1.4 trillion annually by 2030, tripling near-term levels. 6. Jon Gray, President and COO of Blackstone Inc., stated in his latest presentation: “It starts with the picks and shovels, with things like chips, data centers, and power at massive scale. We have really focused on the right two circles here.” (Refering to data centers and power) 7. $NVDA’s Jensen Huang: “We wish we had more compute energy.” 8. The current administration pushes AI, energy, and defense with plans for massive power plants to fuel the AI boom. Onwards, -BP Not financial advice. Turn on notifications 🔔 for alerts on new posts.

🚨 WE’RE NOT BULLISH ENOUGH! 56% of my portfolio is in $IREN, $CIFR, $NBIS, $TE = AI/HPC, GRID & ENERGY. Spend 45 seconds watching this clip, and you’ll know why. 1. $CIFR has an elite team of ex-hyperscaler specialists from $GOOG, $META, and $AAPL optimizing every site. 2. The next couple of years will see more acquisitions, more sites, more deals in AI data centers. 3. $IREN secured a $9.7B AI cloud contract with $MSFT. $CIFR inked a $5.5B lease with $AMZN AWS and has a stake from $GOOG. 4. $NBIS landed $3B with $META and multi-billion with $MSFT. 5. J.P. Morgan forecasts AI infrastructure capex for data centers hitting $1.4 trillion annually by 2030, tripling near-term levels. 6. Jon Gray, President and COO of Blackstone Inc., stated in his latest presentation: “It starts with the picks and shovels, with things like chips, data centers, and power at massive scale. We have really focused on the right two circles here.” (Refering to data centers and power) 7. $NVDA’s Jensen Huang: “We wish we had more compute energy.” 8. The current administration pushes AI, energy, and defense with plans for massive power plants to fuel the AI boom. Onwards, -BP Not financial advice. Turn on notifications 🔔 for alerts on new posts.

Black Panther Capital

58,387 просмотров • 7 месяцев назад

These are the top AI infrastructure, power, and energy companies that will make you a millionaire in 2026: 1. IREN LIMITED $IREN - still the star; AI cloud, Microsoft validation 2. Cipher Mining $CIFR - miner-to-AI twin; AWS deals, power pipeline 3. Eos Energy $EOS - energy storage, huge pipeline 4. Oklo $OKLO - modular nuclear leader, Meta ties, Trump policy nods 5. NuScale $SMR - reactor builder, policy tailwinds 6. Applied Digital $APLD - data center infrastructure 7. Energy Fuels $UUUU - uranium needed for AI 8. TeraWulf $WULF - clean, low cost energy 9. Nebius Group $NBIS - pure AI cloud; GPU clusters 10. Vertiv Holdings $VRT - data center cooling, critical for AI 11. Vistra $VST - nuclear/gas mix, AI load growth 12. Constellation Energy $CEG - largest U.S. nuclear fleet, reliable base-load for AI All my buy and sell signals in Discord @

These are the top AI infrastructure, power, and energy companies that will make you a millionaire in 2026: 1. IREN LIMITED $IREN - still the star; AI cloud, Microsoft validation 2. Cipher Mining $CIFR - miner-to-AI twin; AWS deals, power pipeline 3. Eos Energy $EOS - energy storage, huge pipeline 4. Oklo $OKLO - modular nuclear leader, Meta ties, Trump policy nods 5. NuScale $SMR - reactor builder, policy tailwinds 6. Applied Digital $APLD - data center infrastructure 7. Energy Fuels $UUUU - uranium needed for AI 8. TeraWulf $WULF - clean, low cost energy 9. Nebius Group $NBIS - pure AI cloud; GPU clusters 10. Vertiv Holdings $VRT - data center cooling, critical for AI 11. Vistra $VST - nuclear/gas mix, AI load growth 12. Constellation Energy $CEG - largest U.S. nuclear fleet, reliable base-load for AI All my buy and sell signals in Discord @

StockWhale

128,745 просмотров • 7 месяцев назад

Jensen Huang is warning that China is winning the AI energy race. $NVDA $AMD $IREN $NBIS 🇨🇳 🇺🇸 🇪🇺 The US is generations ahead on chips, but that doesn't matter if there is no energy to power them. Europe is completely irrelevant in AI and doomed already. It takes 10 years to build a new data center in Germany, as there is no power, and they are turning off nuclear power plants. The US won't let China win, so we could be at the beginning stages of an energy boom. The question is which stocks will benefit from this boom the most?

Jensen Huang is warning that China is winning the AI energy race. $NVDA $AMD $IREN $NBIS 🇨🇳 🇺🇸 🇪🇺 The US is generations ahead on chips, but that doesn't matter if there is no energy to power them. Europe is completely irrelevant in AI and doomed already. It takes 10 years to build a new data center in Germany, as there is no power, and they are turning off nuclear power plants. The US won't let China win, so we could be at the beginning stages of an energy boom. The question is which stocks will benefit from this boom the most?

Ray Myers

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On frontier science: stepping into the golden age of energy tech In conversation with Danielle Fong Danielle Fong 🔆 00:45 Danielle’s background, starting with college at 12 04:16 The global energy crisis 11:15 Productizing: from drones to data centers 14:00 Powering your future openclaw with propane 14:34 US gov vs consumer applications 19:30 AI, data centers, and new energy sources 23:25 Agentic tools at Lightcell 27:54 Leveraging models across providers 29:54 Iterating on frontier science 43:22 Hyperscalers and the golden age of energy tech

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ashe

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Ex-Google CEO Eric Schmidt drops a stark warning: The AI revolution is underhyped—and we're nowhere near ready. In the next year: AI programmers replacing human coders. AI mathematicians rivaling top grad students. This isn't chatbots—it's reasoning/planning systems we've never seen. Superintelligence (smarter than humans) could arrive within a decade, and America must get there first. The real crisis? Energy. AI needs massive computation → massive power. - Planning 10-gigawatt data centers (10× average U.S. nuclear plant's output). - Estimates: +29 GW needed by 2027, +67 GW by 2030 (equivalent to dozens of new nuclear plants—while we're building almost none). Schmidt: "We need energy in all forms... renewable, non-renewable, whatever. It needs to be there, and quickly." Fusion won't save us in time. Clip from this 2:46 high-stakes talk—ex-Google boss sounding the alarm on the AI energy crunch. Is the U.S. sleepwalking into an AI power crisis? Or will they finally build the infrastructure to win the race? Your thoughts—seriously, drop them below.

Ex-Google CEO Eric Schmidt drops a stark warning: The AI revolution is underhyped—and we're nowhere near ready. In the next year: AI programmers replacing human coders. AI mathematicians rivaling top grad students. This isn't chatbots—it's reasoning/planning systems we've never seen. Superintelligence (smarter than humans) could arrive within a decade, and America must get there first. The real crisis? Energy. AI needs massive computation → massive power. - Planning 10-gigawatt data centers (10× average U.S. nuclear plant's output). - Estimates: +29 GW needed by 2027, +67 GW by 2030 (equivalent to dozens of new nuclear plants—while we're building almost none). Schmidt: "We need energy in all forms... renewable, non-renewable, whatever. It needs to be there, and quickly." Fusion won't save us in time. Clip from this 2:46 high-stakes talk—ex-Google boss sounding the alarm on the AI energy crunch. Is the U.S. sleepwalking into an AI power crisis? Or will they finally build the infrastructure to win the race? Your thoughts—seriously, drop them below.

Camus

54,985 просмотров • 5 месяцев назад

Big tech companies, including Google, Apple, and Microsoft, invest heavily in clean energy. Google is backing small modular nuclear reactors, a new type of plant that’s smaller, stackable, and always on—key for powering AI data centers. Partnering with Kairos Power, Google aims to bring advanced nuclear online by 2030.

Big tech companies, including Google, Apple, and Microsoft, invest heavily in clean energy. Google is backing small modular nuclear reactors, a new type of plant that’s smaller, stackable, and always on—key for powering AI data centers. Partnering with Kairos Power, Google aims to bring advanced nuclear online by 2030.

CBS Sunday Morning 🌞

26,453 просмотров • 1 год назад

HOW AI IS ACTUALLY BEING BUILT (Cheat Sheet) Jenson Huang CEO of NVDA just walked through the stack in this order. These are the companies to know for each layer. ENERGY Nuclear / Baseload • $CEG • $BWXT • $SMR • $OKLO • $LEU • $UUUU Gas / Power Supply • $TLN • $VST • $NRG • $ET CHIPS GPUs / Accelerators • $NVDA • $AMD Networking / Custom Silicon • $AVGO • $MRVL Memory / Storage • $MU • $WDC • $STX Architecture / Tools • $ARM • $ASML • $LRCX • $KLAC INFRASTRUCTURE Data Centers / Real Assets • $EQIX • $DLR • $IRM Power, Cooling & Electrical • $VRT • $ETN • $HUBB • $PWR HPC / AI-First Infrastructure • $NBIS • $APLD • $IREN • $RIOT • $CIFR MODELS Foundation / Platform Models • $MSFT • $GOOGL • $META Cloud Distribution • $AMZN • $ORCL APPLICATIONS Enterprise / SaaS • $CRM • $NOW • $SNOW • $DDOG • $MDB Creative / Productivity • $ADBE • $INTU Defense / Automation • $PLTR • $KTOS • $AVAV Robotics / Physical AI • $TSLA • $SYM • $SERV • $RR

HOW AI IS ACTUALLY BEING BUILT (Cheat Sheet) Jenson Huang CEO of NVDA just walked through the stack in this order. These are the companies to know for each layer. ENERGY Nuclear / Baseload • $CEG • $BWXT • $SMR • $OKLO • $LEU • $UUUU Gas / Power Supply • $TLN • $VST • $NRG • $ET CHIPS GPUs / Accelerators • $NVDA • $AMD Networking / Custom Silicon • $AVGO • $MRVL Memory / Storage • $MU • $WDC • $STX Architecture / Tools • $ARM • $ASML • $LRCX • $KLAC INFRASTRUCTURE Data Centers / Real Assets • $EQIX • $DLR • $IRM Power, Cooling & Electrical • $VRT • $ETN • $HUBB • $PWR HPC / AI-First Infrastructure • $NBIS • $APLD • $IREN • $RIOT • $CIFR MODELS Foundation / Platform Models • $MSFT • $GOOGL • $META Cloud Distribution • $AMZN • $ORCL APPLICATIONS Enterprise / SaaS • $CRM • $NOW • $SNOW • $DDOG • $MDB Creative / Productivity • $ADBE • $INTU Defense / Automation • $PLTR • $KTOS • $AVAV Robotics / Physical AI • $TSLA • $SYM • $SERV • $RR

Justin Banks

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Eric Jackson only buys stocks he expects to 100x. He joined me to explain why he's bullish on $OPEN $IREN $BETR and other names, his $50 million bitcoin forecast, the AI trade, asymmetrical investing and the rise of the retail investor. The world pays attention when Eric Jackson makes a new stock pick. This is a must-watch conversation. 0:00 - AI and crypto 3:00 - AI impact on jobs 5:33 - Bitcoin & 100-bagger ideas 15:00 - Public & Generated Assets 16:07 - Bitcoin & Opendoor, $OPEN 23:13 - Finding 100x stocks 34:51 - Better, $BETR 41:10 - Cipher Mining, $CIFR

Eric Jackson only buys stocks he expects to 100x. He joined me to explain why he's bullish on $OPEN $IREN $BETR and other names, his $50 million bitcoin forecast, the AI trade, asymmetrical investing and the rise of the retail investor. The world pays attention when Eric Jackson makes a new stock pick. This is a must-watch conversation. 0:00 - AI and crypto 3:00 - AI impact on jobs 5:33 - Bitcoin & 100-bagger ideas 15:00 - Public & Generated Assets 16:07 - Bitcoin & Opendoor, $OPEN 23:13 - Finding 100x stocks 34:51 - Better, $BETR 41:10 - Cipher Mining, $CIFR

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Alex Jones

295,882 просмотров • 5 месяцев назад

Trump just unleashed America's energy explosion Tells AI giants: Build your own power plants for those $50B data centers—no more excuses. Approvals? From 20 years to 2-3 weeks (Lee Zeldin fast-tracking oil, gas, nuclear). Burgum drilling records—drill baby drill on steroids. Old grids can't hold us back anymore. The world is watching America reclaim total energy dominance... 3:01 raw clip inside—pure fire.

Trump just unleashed America's energy explosion Tells AI giants: Build your own power plants for those $50B data centers—no more excuses. Approvals? From 20 years to 2-3 weeks (Lee Zeldin fast-tracking oil, gas, nuclear). Burgum drilling records—drill baby drill on steroids. Old grids can't hold us back anymore. The world is watching America reclaim total energy dominance... 3:01 raw clip inside—pure fire.

Camus

246,695 просмотров • 8 месяцев назад

Dr. Eric Schmidt says AI needs “energy in all forms: renewable, non-renewable, whatever.” “It needs to be there, and it needs to be quickly.” “People are planning 10 gigawatt data centers.” “An average nuclear power plant in the United States is one gigawatt.” “Data centers will require an additional 29 gigawatts of power by 2027 and 67 more gigawatts by 2030.” “These things are industrial at a scale I have never seen in my life.” This is exactly why I believe the market is still underestimating the AI power and infrastructure opportunity in companies like $TE, $BE, $PUMP, $PSIX, $SMR, $FCEL, $MARA, $KEEL, and $OKLO. The biggest constraint to scaling AI remains electricity. The companies building power generation, grid infrastructure, electrical equipment, cooling systems, and AI data centers could be among the biggest beneficiaries over the next decade. Not financial advice. Do your own research.

Dr. Eric Schmidt says AI needs “energy in all forms: renewable, non-renewable, whatever.” “It needs to be there, and it needs to be quickly.” “People are planning 10 gigawatt data centers.” “An average nuclear power plant in the United States is one gigawatt.” “Data centers will require an additional 29 gigawatts of power by 2027 and 67 more gigawatts by 2030.” “These things are industrial at a scale I have never seen in my life.” This is exactly why I believe the market is still underestimating the AI power and infrastructure opportunity in companies like $TE, $BE, $PUMP, $PSIX, $SMR, $FCEL, $MARA, $KEEL, and $OKLO. The biggest constraint to scaling AI remains electricity. The companies building power generation, grid infrastructure, electrical equipment, cooling systems, and AI data centers could be among the biggest beneficiaries over the next decade. Not financial advice. Do your own research.

Leopold Stock Tracker

20,643 просмотров • 1 месяц назад

🚨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 просмотров • 6 месяцев назад

How can I show you? JD Vance' visit is performative. There is no plan to re-industrialize Ohio. The few manufacturing plants, notably in steel and construction products, will get a temporary boost while they are building Anduril plants and data centers. The tariffs that Trump proposed would bring back manufacturing, are no more. That's over. Now, Trump has diverted manufacturing to India so there are no supply chain disruptions, from China and Tiawan. Not the US. Our labor is too expensive. They've told you a million times. Trump’s reindustrialization approach in Ohio centers on tariffs, energy abundance, deregulation/tax incentives, and attracting large-scale private/foreign investment in energy, AI/data infrastructure, defense, and related supply chains. The jobs are 90% temporary. Energy abundance is for the demands of data centers; new gas plants on data center campuses not tied to the grid and nuclear power. It's a hard pill to swallow. Vance isn't coming to Ohio on good faith. He's coming to campaign for Vivek under false premises. This is the plan. It's not a black pill, and I'm just as angry as everyone else. They are just sending bright shining things, to try to distract us from it. Here is Vivek telling our kids what the plan is.

How can I show you? JD Vance' visit is performative. There is no plan to re-industrialize Ohio. The few manufacturing plants, notably in steel and construction products, will get a temporary boost while they are building Anduril plants and data centers. The tariffs that Trump proposed would bring back manufacturing, are no more. That's over. Now, Trump has diverted manufacturing to India so there are no supply chain disruptions, from China and Tiawan. Not the US. Our labor is too expensive. They've told you a million times. Trump’s reindustrialization approach in Ohio centers on tariffs, energy abundance, deregulation/tax incentives, and attracting large-scale private/foreign investment in energy, AI/data infrastructure, defense, and related supply chains. The jobs are 90% temporary. Energy abundance is for the demands of data centers; new gas plants on data center campuses not tied to the grid and nuclear power. It's a hard pill to swallow. Vance isn't coming to Ohio on good faith. He's coming to campaign for Vivek under false premises. This is the plan. It's not a black pill, and I'm just as angry as everyone else. They are just sending bright shining things, to try to distract us from it. Here is Vivek telling our kids what the plan is.

The Constitutionalist 🇺🇸

11,271 просмотров • 11 дней назад

We are rapidly creating technology that could surpass human intelligence, with enormous risks to jobs, society and humanity itself. AI must work for all of us, not just a handful of billionaires. That’s why I’m introducing a moratorium on new AI data centers.

We are rapidly creating technology that could surpass human intelligence, with enormous risks to jobs, society and humanity itself. AI must work for all of us, not just a handful of billionaires. That’s why I’m introducing a moratorium on new AI data centers.

Bernie Sanders

589,961 просмотров • 5 месяцев назад

$AMZN CEO: “There is a power shortage in the US and the world.” For new data centers, the most optimistic grid connection wait time is 3 years as power transformer lead times stretch to 12-24 months. So, most of the developers and hyperscalers are resorting to natural gas as it’s the fastest option. But even then, permitting is still an issue and risks delays and cancellations as is the case for $NBIS New Jersey data center. Power is now a bigger bottleneck for scaling AI than it’s ever been.

$AMZN CEO: “There is a power shortage in the US and the world.” For new data centers, the most optimistic grid connection wait time is 3 years as power transformer lead times stretch to 12-24 months. So, most of the developers and hyperscalers are resorting to natural gas as it’s the fastest option. But even then, permitting is still an issue and risks delays and cancellations as is the case for $NBIS New Jersey data center. Power is now a bigger bottleneck for scaling AI than it’s ever been.

Oguz Erkan

293,900 просмотров • 4 месяцев назад

$Power is 5-7% of data center revenues. Some geothermal and nuclear stocks are trading at 50-70x earnings to supply it. Jim Chanos on iConnections: the AI halo has reached its furthest extension into alternative energy. The bull case is that data centers need power and there's a shortage. Chanos's counter: the US doesn't have a power shortage. It has a permitting bottleneck and turbine delivery delays. Both resolve in 2-3 years. When the permitting clears, the scarcity narrative collapses. And even if these companies win a power contract - power is 5-7% of a data center's revenues. Companies at 30-40x EBITDA for potentially supplying a fraction of a 5-7% cost line are priced for a constraint that is transient. Full breakdown of the alternative energy overhang: Source: iConnections -$

Power is 5-7% of data center revenues. Some geothermal and nuclear stocks are trading at 50-70x earnings to supply it. Jim Chanos on iConnections: the AI halo has reached its furthest extension into alternative energy. The bull case is that data centers need power and there's a shortage. Chanos's counter: the US doesn't have a power shortage. It has a permitting bottleneck and turbine delivery delays. Both resolve in 2-3 years. When the permitting clears, the scarcity narrative collapses. And even if these companies win a power contract - power is 5-7% of a data center's revenues. Companies at 30-40x EBITDA for potentially supplying a fraction of a 5-7% cost line are priced for a constraint that is transient. Full breakdown of the alternative energy overhang: Source: iConnections -

Podcast Alpha

75,076 просмотров • 2 месяцев назад

🚨 JUST NOW: President Trump DEMANDS New York Gov. Kathy Hochul immediately rescind her 1-year ban on new AI data centers "The Radical Left Dumocrats must not be allowed to cause us to lose Data Centers, AI, and all of this incredible new Technology, to China, and other countries!" "New York State has made a terrible decision. All of this Income, and other Benefits, will be going to Red States, and some Blue, where Data Centers are sought as Cash Cows, with Lower Taxes and Record Setting Jobs." "They must pay for their own Water and Power, and any leftover goes back to the State and local Community." "Data Centers are tremendous WINS for the States and Communities that are lucky enough to get them. New York should change its Policy, IMMEDIATELY."

🚨 JUST NOW: President Trump DEMANDS New York Gov. Kathy Hochul immediately rescind her 1-year ban on new AI data centers "The Radical Left Dumocrats must not be allowed to cause us to lose Data Centers, AI, and all of this incredible new Technology, to China, and other countries!" "New York State has made a terrible decision. All of this Income, and other Benefits, will be going to Red States, and some Blue, where Data Centers are sought as Cash Cows, with Lower Taxes and Record Setting Jobs." "They must pay for their own Water and Power, and any leftover goes back to the State and local Community." "Data Centers are tremendous WINS for the States and Communities that are lucky enough to get them. New York should change its Policy, IMMEDIATELY."

Eric Daugherty

71,885 просмотров • 1 месяц назад