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Introducing the Northwise Data Center Tracker. Explore the sites behind the AI buildout, compare companies and test how your assumptions change a forecast. $NBIS $IREN $CIFR $CRWV $WULF $KEEL Here is what you can do with it. 1/6

Northwise Project

7,087 subscribers

28,247 views • 17 days ago •via X (Twitter)

Finance Science & Technology

Anya Rossi• Live Now

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10 Comments

Northwise Project17 days ago

Start with the map. Filter by company, find a location and open its details to see reported capacity, timing and original sources. Map coverage includes $NBIS $IREN $CIFR $CRWV $WULF $KEEL. A Free account includes the map and site details. 2/6

Northwise Project17 days ago

Go deeper with Premium comparison. Put companies side by side, inspect management targets and explore available forecasts. Keep each metric’s definition in view: connected power, active IT and revenue run rates tell different stories. 3/6

Northwise Project17 days ago

Build your own case. Full financial workflows currently cover $NBIS $IREN $CIFR $CRWV. Start from a dated Northwise model, change site timing or capacity, test financial assumptions and inspect the effect on your selected-year result. 4/6

Northwise Project17 days ago

Review the assumptions behind the result, save a scenario copy or download a snapshot. Reported facts, management plans and your assumptions stay distinct. $WULF and $KEEL are included in map and capacity coverage; full financial model coverage differs. 5/6

Northwise Project17 days ago

We are sharing a step-by-step tutorial series, from finding your first site to testing a one-year delay. Start with a company you follow, check the evidence and make the assumptions your own. Explore the tracker: 6/6

matt17 days ago

🔥🔥🔥🔥🔥

Northwise Project17 days ago

Thanks Matt! Let us know if you spot any areas for improvement. This one will grow with the help of the $NBIS community!

Sadok17 days ago

mapping the actual locations makes the infrastructure scale feel real

Northwise Project17 days ago

Very much help to conceptualize! Especially seeing it advance so quickly over time!

PapaPizza17 days ago

Seems political positioning/narrative is playing out😎….trying not to say the obvious…

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Jim Cramer is selling his data center stocks: “We want to slim down our data center exposure and replace it with more healthcare. The data center has become a major battle ground and will stay that way till the election is over. These things are very unpopular.” $NBIS $IREN $CRWV $CIFR $WULF $HUT $APLD

Jim Cramer is selling his data center stocks: “We want to slim down our data center exposure and replace it with more healthcare. The data center has become a major battle ground and will stay that way till the election is over. These things are very unpopular.” $NBIS $IREN $CRWV $CIFR $WULF $HUT $APLD

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89,007 views • 29 days ago

🚀 The Upside Episode #4 is live! What’s the one factor that will separate AI data center winners from losers? $WULF CEO Paul Prager lays it out – clearly and directly. This matters for every name in the space $IREN $NBIS $CORZ $CIFR $CLSK $CRWV Listen in 👇

🚀 The Upside Episode #4 is live! What’s the one factor that will separate AI data center winners from losers? $WULF CEO Paul Prager lays it out – clearly and directly. This matters for every name in the space $IREN $NBIS $CORZ $CIFR $CLSK $CRWV Listen in 👇

Lou Basenese

37,957 views • 9 months ago

Jensen Huang’s interview had a few important tells. The $NVDA GPU depreciation overhang on AI utilities like $NBIS, $IREN, $CIFR & $CRWV is fading right as hyperscaler CapEx + GPU demand re-accelerate. This is still early innings of the largest industrial buildout of our time.

Jensen Huang’s interview had a few important tells. The $NVDA GPU depreciation overhang on AI utilities like $NBIS, $IREN, $CIFR & $CRWV is fading right as hyperscaler CapEx + GPU demand re-accelerate. This is still early innings of the largest industrial buildout of our time.

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299,605 views • 7 months ago

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

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116,034 views • 8 months ago

Jim Chanos is short the neoclouds. "It gets back to the point that we've made to clients that anybody that's just a middleman in this chain, like the data center guys are either as rights or equipment leasing companies should never trade at higher multiples than the company that controls their supply." $CRWV $NBIS $IREN

Jim Chanos is short the neoclouds. "It gets back to the point that we've made to clients that anybody that's just a middleman in this chain, like the data center guys are either as rights or equipment leasing companies should never trade at higher multiples than the company that controls their supply." $CRWV $NBIS $IREN

amit

295,578 views • 3 months ago

$IREN Horizon 1–4 buildout for $MSFT has already reached 200MW with additional phases actively underway. AI demand is moving faster than the normal data center build cycle which is making power-secured capacity a lot more valuable.

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119,599 views • 5 months ago

Tom Lee on CNBC says we've seen this movie before. He compares today's AI skepticism to 1994–95, when investors questioned whether Cisco and the internet buildout were sustainable. If he's right, companies building the AI infrastructure $IREN, $NBIS, and $CIFR may still be in the early innings. His view? • AI remains in very good shape. • Hyperscaler AI spending is unlikely to slow. • Recent consolidation is more about market positioning than a broken AI thesis. History doesn't repeat, but it often rhymes.

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73,163 views • 2 months ago

Morgan Stanley’s Stephen Byrd full interview on CNBC: Power is the largest bottleneck, more than chips. “Over the summer, the tech community reached out to all the U.S. time-to-power solution providers and said whatever power you have in ‘27 & ‘28, we will take it.” $CIFR $WULF $HUT $GLXY $IREN $WYFI $NBIS

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46,098 views • 8 days ago

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128,745 views • 8 months ago

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46,004 views • 1 month ago

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50,943 views • 2 months ago

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119,147 views • 3 months ago

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