Video wird geladen...

Video konnte nicht geladen werden

Beim Laden dieses Videos ist ein Problem aufgetreten. Dies könnte an einem vorübergehenden Netzwerkproblem liegen oder das Video ist möglicherweise nicht verfügbar.

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 Aufrufe • vor 17 Tagen •via X (Twitter)

Finanzen Wissenschaft & Technologie

Anya Rossi• Live Now

Private livecam show

10 Kommentare

Profilbild von Northwise Project

Northwise Projectvor 17 Tagen

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

Profilbild von Northwise Project

Northwise Projectvor 17 Tagen

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

Profilbild von Northwise Project

Northwise Projectvor 17 Tagen

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

Profilbild von Northwise Project

Northwise Projectvor 17 Tagen

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

Profilbild von Northwise Project

Northwise Projectvor 17 Tagen

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

Profilbild von matt

mattvor 17 Tagen

🔥🔥🔥🔥🔥

Profilbild von Northwise Project

Northwise Projectvor 17 Tagen

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

Profilbild von Sadok

Sadokvor 17 Tagen

mapping the actual locations makes the infrastructure scale feel real

Profilbild von Northwise Project

Northwise Projectvor 17 Tagen

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

Profilbild von PapaPizza

PapaPizzavor 17 Tagen

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

Ähnliche Videos

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

Small Cap Snipa

89,007 Aufrufe • vor 29 Tagen

🚀 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 Aufrufe • vor 9 Monaten

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.

Shay Boloor

299,605 Aufrufe • vor 7 Monaten

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 Aufrufe • vor 8 Monaten

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 Aufrufe • vor 3 Monaten

$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.

$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.

Shay Boloor

119,599 Aufrufe • vor 5 Monaten

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.

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.

FreeFromMatrix

73,163 Aufrufe • vor 2 Monaten

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

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

Small Cap Snipa

46,098 Aufrufe • vor 8 Tagen

🚨 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 Aufrufe • vor 8 Monaten

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 Aufrufe • vor 8 Monaten

🚨 $NVDA SIGNED A MASSIVE $500B PARTNERSHIP WITH 6 FINANCIAL GIANTS TO ACCELERATE AI BUILDOUT THIS IS ESSENTIALLY TELLING YOU WHERE TO PUT YOUR MONEY 💰👇 HYPERSCALERS— $AMZN $GOOG $MSFT NEOCLOUDS— $CRWV $NBIS $IREN AI CHIPS— $NVDA $AMD $AVGO MEMORY— $MU $SNDK $SKHY NETWORKING— $ANET $MRVL $LITE ELECTRIFICATION— $ETN $PWR $GEV POWER— $VST $CEG $NEE ARE YOU POSITIONED? 👀

🚨 $NVDA SIGNED A MASSIVE $500B PARTNERSHIP WITH 6 FINANCIAL GIANTS TO ACCELERATE AI BUILDOUT THIS IS ESSENTIALLY TELLING YOU WHERE TO PUT YOUR MONEY 💰👇 HYPERSCALERS— $AMZN $GOOG $MSFT NEOCLOUDS— $CRWV $NBIS $IREN AI CHIPS— $NVDA $AMD $AVGO MEMORY— $MU $SNDK $SKHY NETWORKING— $ANET $MRVL $LITE ELECTRIFICATION— $ETN $PWR $GEV POWER— $VST $CEG $NEE ARE YOU POSITIONED? 👀

Leif | Investing

46,004 Aufrufe • vor 1 Monat

Neocloud stocks are still bullish overall. Either the low is in already, or we need more time go lower. In any case, I am a buyer on all dips!!! 1. TeraWulf $WULF 2. IREN $IREN 3. CoreWeave $CRWV 4. Nebius Group $NBIS 5. Applied Digital $APLD All my buy and sell signals in Discord @

Neocloud stocks are still bullish overall. Either the low is in already, or we need more time go lower. In any case, I am a buyer on all dips!!! 1. TeraWulf $WULF 2. IREN $IREN 3. CoreWeave $CRWV 4. Nebius Group $NBIS 5. Applied Digital $APLD All my buy and sell signals in Discord @

StockWhale

50,943 Aufrufe • vor 2 Monaten

Last Fridays “flash crash” is the exact type of pullback that many make generational wealth on… Following this; just yesterday President Trump announced he’ll buy equity stakes in US, AI companies. These are the 6 best “dip-buy” opportunities within the AI theme: 1. Nebius ~ $NBIS 2. Iren ~ $IREN 3. CoreWeave ~ $CRWV 4. Nvidia ~ $NVDA 5. Qualcomm ~ $QCOM 6. Oracle ~ $ORCL If you missed the Iran-US war crash then don’t make the same mistake twice. Prices this low won’t last long…

Last Fridays “flash crash” is the exact type of pullback that many make generational wealth on… Following this; just yesterday President Trump announced he’ll buy equity stakes in US, AI companies. These are the 6 best “dip-buy” opportunities within the AI theme: 1. Nebius ~ $NBIS 2. Iren ~ $IREN 3. CoreWeave ~ $CRWV 4. Nvidia ~ $NVDA 5. Qualcomm ~ $QCOM 6. Oracle ~ $ORCL If you missed the Iran-US war crash then don’t make the same mistake twice. Prices this low won’t last long…

Mike Investing

119,147 Aufrufe • vor 3 Monaten

🚨FINAL WARNING: If you’ve ever doubted $IREN, $NBIS, $CIFR here’s your sign: Jon Gray is President and Chief Operating Officer of Blackstone Inc. “It start with the picks and shovels, with things like chips, data centers and power at massive scale.” “We have really focus on the right two circles here.” Blackstone is the world’s largest alternative asset manager, with approximately $1.24 trillion in assets under management.

🚨FINAL WARNING: If you’ve ever doubted $IREN, $NBIS, $CIFR here’s your sign: Jon Gray is President and Chief Operating Officer of Blackstone Inc. “It start with the picks and shovels, with things like chips, data centers and power at massive scale.” “We have really focus on the right two circles here.” Blackstone is the world’s largest alternative asset manager, with approximately $1.24 trillion in assets under management.

Black Panther Capital

484,324 Aufrufe • vor 9 Monaten

Jim Cramer believes $CRWV could be a part of orbital data centers: “They have the best handle in the buildout. If you want to put a rocket into space with a data center, you might at least peruse CoreWeave’s work because that’s the one that knows how to build them fast.”

Jim Cramer believes $CRWV could be a part of orbital data centers: “They have the best handle in the buildout. If you want to put a rocket into space with a data center, you might at least peruse CoreWeave’s work because that’s the one that knows how to build them fast.”

Small Cap Snipa

24,132 Aufrufe • vor 3 Monaten

How will your country's demographics change this century? At Our World in Data we built a tool to let you see for yourself. The UN's assumptions are the starting point. But then you can adjust the three drivers of change — births, deaths, and migration — to what you expect.

How will your country's demographics change this century? At Our World in Data we built a tool to let you see for yourself. The UN's assumptions are the starting point. But then you can adjust the three drivers of change — births, deaths, and migration — to what you expect.

Max Roser

58,244 Aufrufe • vor 4 Monaten

How Smart Is Your Trading Agent? Do you know how it actually makes trading decisions? Introducing the SMART benchmark for AI trading agents, co-hosted with Sonic SVM. Get your agent’s trading score and see how it ranks. Test your agent:

How Smart Is Your Trading Agent? Do you know how it actually makes trading decisions? Introducing the SMART benchmark for AI trading agents, co-hosted with Sonic SVM. Get your agent’s trading score and see how it ranks. Test your agent:

Manic Trade

128,791 Aufrufe • vor 5 Monaten

Perplexity CEO Aravind Srinivas on the biggest threat to the data center industry: It's not competition. It's not regulation. It's decentralisation. "The biggest threat to a data center is if the intelligence can be packed locally on a chip that's running on the device and then there's no need to inference all of it on like one centralized data center." He outlines how this could work in practice. Personalisation doesn't necessarily require on-device model training. Retrieval augmented generation, tool calls, and local data can already tailor AI to individual users. But the real unlock? Test time training. Aravind Srinivas describes a future where AI lives on your device, watches how you work and gradually automates your repetitive tasks. "Imagine we crack test time training where the AI watches tasks you repeatedly do on your local system, adapts to you over time and starts automating a lot of the things you do." The key insight: in this model, the intelligence belongs to you. It's your data, your device, your personalised AI brain. And if that future arrives, the economics of centralised infrastructure start to collapse. "That really disrupts the whole data center industry. It doesn't make sense to spend all this money, 500 billion, 5 trillion, whatever on building all the centralized data centers across the world that do a lot of the intelligence workloads for people." The companies spending trillions on centralised infrastructure may want to rethink where intelligence actually needs to live.

Perplexity CEO Aravind Srinivas on the biggest threat to the data center industry: It's not competition. It's not regulation. It's decentralisation. "The biggest threat to a data center is if the intelligence can be packed locally on a chip that's running on the device and then there's no need to inference all of it on like one centralized data center." He outlines how this could work in practice. Personalisation doesn't necessarily require on-device model training. Retrieval augmented generation, tool calls, and local data can already tailor AI to individual users. But the real unlock? Test time training. Aravind Srinivas describes a future where AI lives on your device, watches how you work and gradually automates your repetitive tasks. "Imagine we crack test time training where the AI watches tasks you repeatedly do on your local system, adapts to you over time and starts automating a lot of the things you do." The key insight: in this model, the intelligence belongs to you. It's your data, your device, your personalised AI brain. And if that future arrives, the economics of centralised infrastructure start to collapse. "That really disrupts the whole data center industry. It doesn't make sense to spend all this money, 500 billion, 5 trillion, whatever on building all the centralized data centers across the world that do a lot of the intelligence workloads for people." The companies spending trillions on centralised infrastructure may want to rethink where intelligence actually needs to live.

Big Brain AI

90,338 Aufrufe • vor 7 Monaten

What the hell is going on with these #Bitcoin miners? Cantonese Cat 🐱🐈, you've been wrong for so long! Are you ever going to be right? Here are my thoughts. $IWM $WGMI $CLSK $MARA $BITF $CIFR $IREN $WULF $BTBT $RIOT $HUT $CORZ $HIVE $BTDR

What the hell is going on with these #Bitcoin miners? Cantonese Cat 🐱🐈, you've been wrong for so long! Are you ever going to be right? Here are my thoughts. $IWM $WGMI $CLSK $MARA $BITF $CIFR $IREN $WULF $BTBT $RIOT $HUT $CORZ $HIVE $BTDR

Cantonese Cat 🐱🐈

39,295 Aufrufe • vor 1 Jahr

You requested it, now it’s here - introducing Proton Sheets! The privacy-first alternative to Excel and Google Sheets. Spreadsheets form the framework of modern businesses, and with Proton Sheets, you can ensure your data is private and secure. 1/4

You requested it, now it’s here - introducing Proton Sheets! The privacy-first alternative to Excel and Google Sheets. Spreadsheets form the framework of modern businesses, and with Proton Sheets, you can ensure your data is private and secure. 1/4

Proton Drive

442,607 Aufrufe • vor 10 Monaten