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$IREN 2GW Sweetwater hub has been conditionally included in ERCOT’s Batch Zero process covering 1.4GW at Sweetwater 1 and 600MW at Sweetwater 2. That brings another piece of IREN’s 5GW pipeline closer to data center deployment, with the first 300MW targeted for Q4 2027.

Shay Boloor

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175,701 görüntüleme • 3 gün önce •via X (Twitter)

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Scalar Field (YC P25) profil fotoğrafı

Scalar Field (YC P25)3 gün önce

The 5GW pipeline sounds great, but power approval is what turns it into an asset. This moves $IREN’s first 300MW one step closer to real revenue.

Zeek | Insights 📊 profil fotoğrafı

Zeek | Insights 📊3 gün önce

I’m giving the credit to Fran’s he was on it a few days ago

Tonton profil fotoğrafı

Tonton3 gün önce

Additionnal capacity, not factorized in their already announced 5,5GW, will come soon alive in Texas !!!!

Tyler James profil fotoğrafı

Tyler James3 gün önce

The Sweetwater 1 substation was already energized earlier this year, so this is ERCOT catching up to what's already built. First 300MW is still Q4 2027.

LongBull profil fotoğrafı

LongBull3 gün önce

Nice one

𝐓𝐡𝐢𝐧𝐤𝐢𝐧𝐠 𝐀𝐛𝐨𝐮𝐭 𝐈𝐭 profil fotoğrafı

𝐓𝐡𝐢𝐧𝐤𝐢𝐧𝐠 𝐀𝐛𝐨𝐮𝐭 𝐈𝐭3 gün önce

Are all these conditional approvals published somewhere or do investors have to rely on individual corp announcements?

DDH profil fotoğrafı

DDH3 gün önce

This is HUGE for $IREN. 🚀 2GW conditionally included in ERCOT’s Batch Zero process is another major step toward turning IREN’s massive power pipeline into actual data center capacity. With the first 300MW targeted for Q4 2027, the path from power → compute → revenue is getting much clearer. The 5GW pipeline is starting to look very real. 🔥

Eric Everett profil fotoğrafı

Eric Everett3 gün önce

Its hilarious how all these AI bots are AI speaking about interconnects being what matters when the substation is already energized.

adrian profil fotoğrafı

adrian3 gün önce

@grok is this significant in any way?

Banana Republic profil fotoğrafı

Banana Republic3 gün önce

Conditional means $IREN still needs grid connection agreements signed before this counts as final. Real step forward, not a done deal yet... good to see them tracking the distinction.

Site Specs profil fotoğrafı

Site Specs3 gün önce

Base Load in that Batch Zero screen means ERCOT treats the campus as known demand. It doesn't put the whole hub on one performance bond. The first building is already going up, so folding Sweetwater 2 earthworks into that same bond overstates how long the surety is committed. Is the first hall going out as its own bid package?

Energy for AI profil fotoğrafı

Energy for AI3 gün önce

Getting Conditional Base Load classification in ERCOT Batch Zero could make these data centers significantly more bankable. We saw a similar outcome with Hut 8. I’ve written a short blog post on my timeline explaining what Base Load classification means, why it matters, and how it can impact the bankability of large data center projects.

Benzer Videolar

$IREN Sweetwater 1 - Drive By 8/7 A good look at the magnitude of the 2027 DSX deployment, during the first phase of the vertical construction. Energized in H1 2026. $600m tax abatement in place. Batch zero & Abbott Audit exempt. Thanks to The Digital Dude for the footage 🔥

$IREN Sweetwater 1 - Drive By 8/7 A good look at the magnitude of the 2027 DSX deployment, during the first phase of the vertical construction. Energized in H1 2026. $600m tax abatement in place. Batch zero & Abbott Audit exempt. Thanks to The Digital Dude for the footage 🔥

Frans Bakker

40,208 görüntüleme • 1 ay önce

Sweetwater 1 has been successfully energized – a key milestone in the development of the broader 2GW Sweetwater campus. Daniel Roberts, Co-Founder and Co-CEO of $IREN commented: “Delivering Sweetwater 1 substation energization on schedule reflects our disciplined execution, the strength of our supply chain relationships and the efficiency of our vertically integrated development model. It is another example of our ability to design and construct large-scale infrastructure reliably and at speed to meet market demand.” Learn more:

Sweetwater 1 has been successfully energized – a key milestone in the development of the broader 2GW Sweetwater campus. Daniel Roberts, Co-Founder and Co-CEO of $IREN commented: “Delivering Sweetwater 1 substation energization on schedule reflects our disciplined execution, the strength of our supply chain relationships and the efficiency of our vertically integrated development model. It is another example of our ability to design and construct large-scale infrastructure reliably and at speed to meet market demand.” Learn more:

IREN

3,685,031 görüntüleme • 4 ay önce

$Adding More $IREN ✅ $IREN has already Energized ~3.0 GW of power capacity across Sweetwater, Childress and Canada at a fraction of today’s replacement cost. Chamath recently noted that building 1 GW of AI infrastructure now costs around $100B vs. ~$4B just a year ago. As AI compute demand explodes, power is becoming the most valuable asset. With ~5.8 GW already secured, $IREN’s infrastructure looks increasingly difficult—and expensive—to replicate. So $IREN at MCAP at 18-20 Billion Extremely Undervalued ✅$

Adding More $IREN ✅ $IREN has already Energized ~3.0 GW of power capacity across Sweetwater, Childress and Canada at a fraction of today’s replacement cost. Chamath recently noted that building 1 GW of AI infrastructure now costs around $100B vs. ~$4B just a year ago. As AI compute demand explodes, power is becoming the most valuable asset. With ~5.8 GW already secured, $IREN’s infrastructure looks increasingly difficult—and expensive—to replicate. So $IREN at MCAP at 18-20 Billion Extremely Undervalued ✅

investing

26,107 görüntüleme • 2 ay önce

Execution at scale. From Childress and Sweetwater in Texas to Mackenzie, Prince George and Canal Flats in British Columbia. IREN is building across multiple campuses simultaneously, with development advancing at Kiowa (Oklahoma), Bundey (Australia) and Badajoz (Spain). Over 4,000 personnel. Millions of work-hours completed to date. Building at speed and scale. That is the advantage of IREN's vertically integrated model.

Execution at scale. From Childress and Sweetwater in Texas to Mackenzie, Prince George and Canal Flats in British Columbia. IREN is building across multiple campuses simultaneously, with development advancing at Kiowa (Oklahoma), Bundey (Australia) and Badajoz (Spain). Over 4,000 personnel. Millions of work-hours completed to date. Building at speed and scale. That is the advantage of IREN's vertically integrated model.

IREN

241,479 görüntüleme • 14 gün önce

As the NBA celebrates the 75th Anniversary of the historic 1950-51 season, we look back at the NBA debuts of the league’s three Pioneers and first black players: Earl Lloyd, Chuck Cooper and Nat "Sweetwater" Clifton. 75 years ago today (10/31/1950), Earl Lloyd, the first Black player to play in an NBA game, made his NBA debut for the Washington Capitols against the Rochester Royals. A day later, on 11/1/1950, Chuck Cooper, the first Black player selected in the NBA Draft, made his NBA debut for the Boston Celtics against the Fort Wayne Pistons. On 11/4/1950, Nat "Sweetwater" Clifton, the first Black player to sign an NBA contract, made his debut for the New York Knicks against the Tri-Cities Blackhawks.

As the NBA celebrates the 75th Anniversary of the historic 1950-51 season, we look back at the NBA debuts of the league’s three Pioneers and first black players: Earl Lloyd, Chuck Cooper and Nat "Sweetwater" Clifton. 75 years ago today (10/31/1950), Earl Lloyd, the first Black player to play in an NBA game, made his NBA debut for the Washington Capitols against the Rochester Royals. A day later, on 11/1/1950, Chuck Cooper, the first Black player selected in the NBA Draft, made his NBA debut for the Boston Celtics against the Fort Wayne Pistons. On 11/4/1950, Nat "Sweetwater" Clifton, the first Black player to sign an NBA contract, made his debut for the New York Knicks against the Tri-Cities Blackhawks.

NBA History

139,687 görüntüleme • 10 ay önce

The next two months put $IREN's entire pivot on one milestone. Horizon 1, its first GB300 super cluster at Childress, is targeted to hand off to $MSFT in Q3, roughly July through September, the opening delivery under the five year, $9.7 billion Microsoft contract and the point where that contract starts turning into revenue. For a year the company has been buying the hard things. Power, land, financing. Now it has to turn them into delivered compute. That is the whole test. "The world is structurally short compute, and the bottleneck is delivered data center and GPU capacity," said Daniel Roberts, Co-Founder and Co-CEO of $IREN. Horizon 1 is him putting that to the proof. Capacity nobody can energize is worthless. Capacity handed to a hyperscaler on schedule is the business. The rest of the window fills in around it. The Mirantis acquisition, signed in May, is pending close and adds the software layer to run the fleet. $3.1 billion of ARR sits under contract against a $4.4 billion target, so there is room for another customer, and management is openly chasing one. The $3.65 billion GPU financing that closed June 1 already funds most of the $MSFT hardware, with $NVDA and $DELL on the supply side. Sweetwater 1, energized in May, keeps ramping power behind all of it. The full year FY2026 results that put real numbers on all of this land just past the window, late August into September. The catalysts here are operational first, reported second. What makes that timeline credible is the record behind it. $IREN hit 50 EH/s on the schedule it set, energized Sweetwater 1 on schedule, and has Horizon 1-4 tracking for year-end. This is a team that keeps turning secured power into online capacity on time, and each build makes the next one faster. How many names in this AI buildout are actually delivering capacity on schedule, not just announcing it? It's not a sprint, it's a marathon.

The next two months put $IREN's entire pivot on one milestone. Horizon 1, its first GB300 super cluster at Childress, is targeted to hand off to $MSFT in Q3, roughly July through September, the opening delivery under the five year, $9.7 billion Microsoft contract and the point where that contract starts turning into revenue. For a year the company has been buying the hard things. Power, land, financing. Now it has to turn them into delivered compute. That is the whole test. "The world is structurally short compute, and the bottleneck is delivered data center and GPU capacity," said Daniel Roberts, Co-Founder and Co-CEO of $IREN. Horizon 1 is him putting that to the proof. Capacity nobody can energize is worthless. Capacity handed to a hyperscaler on schedule is the business. The rest of the window fills in around it. The Mirantis acquisition, signed in May, is pending close and adds the software layer to run the fleet. $3.1 billion of ARR sits under contract against a $4.4 billion target, so there is room for another customer, and management is openly chasing one. The $3.65 billion GPU financing that closed June 1 already funds most of the $MSFT hardware, with $NVDA and $DELL on the supply side. Sweetwater 1, energized in May, keeps ramping power behind all of it. The full year FY2026 results that put real numbers on all of this land just past the window, late August into September. The catalysts here are operational first, reported second. What makes that timeline credible is the record behind it. $IREN hit 50 EH/s on the schedule it set, energized Sweetwater 1 on schedule, and has Horizon 1-4 tracking for year-end. This is a team that keeps turning secured power into online capacity on time, and each build makes the next one faster. How many names in this AI buildout are actually delivering capacity on schedule, not just announcing it? It's not a sprint, it's a marathon.

Patient Investor

105,170 görüntüleme • 2 ay önce

$IREN: Fake vs Real Power Something that appears to be overlooked by the broader $IREN investor community, and especially by analysts, is the recent set of ERCOT (Texas grid) changes. For a long time, most data center developers could purchase random parcels of land, or secure land through option agreements, and then claim they had a “multi-GW” power pipeline in Texas. Somewhere in the footnotes, they would then clarify: *Pending grid studies, interconnection agreements, and ERCOT approvals.* It used to be difficult to distinguish between what was “real” power and what was, at best, aspirational. That was especially true for projects already halfway through the process, such as those that had partially completed grid studies but had not yet secured the remaining approvals. This led to a tsunami of “fake” power claims from operators across the industry, many of whom used inflated pipeline claims to support their valuation and strengthen their negotiating position. With the new ERCOT changes in place, that is no longer possible. The statewide grid operator has now introduced a new batching system that categorizes projects based on real, tangible progress and the steps they have taken, queuing them accordingly. As of today, it largely comes down to whether your project is in “batch 0, base load”. If you are not in this initial batch, you can effectively kiss your project goodbye until, at the very earliest, 2028. For the first time, counterparties (i.e., customers) and investors alike can distinguish between what is real and what is fake, or at best still many years away. This plays directly into $IREN's hands, as it is one of the few operators in the space that has always been straightforward about its power pipeline, only announcing sites that have gone through all the necessary steps and approval requirements. As such, $IREN's Sweetwater 1 & 2 sites are all but guaranteed to be in the first “base” batch, with additional unannounced sites also likely to be part of it. These new changes undoubtedly strengthen $IREN's negotiating position, as the pool of seemingly near term capacity has now shrunk by a meaningful margin.

$IREN: Fake vs Real Power Something that appears to be overlooked by the broader $IREN investor community, and especially by analysts, is the recent set of ERCOT (Texas grid) changes. For a long time, most data center developers could purchase random parcels of land, or secure land through option agreements, and then claim they had a “multi-GW” power pipeline in Texas. Somewhere in the footnotes, they would then clarify: Pending grid studies, interconnection agreements, and ERCOT approvals. It used to be difficult to distinguish between what was “real” power and what was, at best, aspirational. That was especially true for projects already halfway through the process, such as those that had partially completed grid studies but had not yet secured the remaining approvals. This led to a tsunami of “fake” power claims from operators across the industry, many of whom used inflated pipeline claims to support their valuation and strengthen their negotiating position. With the new ERCOT changes in place, that is no longer possible. The statewide grid operator has now introduced a new batching system that categorizes projects based on real, tangible progress and the steps they have taken, queuing them accordingly. As of today, it largely comes down to whether your project is in “batch 0, base load”. If you are not in this initial batch, you can effectively kiss your project goodbye until, at the very earliest, 2028. For the first time, counterparties (i.e., customers) and investors alike can distinguish between what is real and what is fake, or at best still many years away. This plays directly into $IREN's hands, as it is one of the few operators in the space that has always been straightforward about its power pipeline, only announcing sites that have gone through all the necessary steps and approval requirements. As such, $IREN's Sweetwater 1 & 2 sites are all but guaranteed to be in the first “base” batch, with additional unannounced sites also likely to be part of it. These new changes undoubtedly strengthen $IREN's negotiating position, as the pool of seemingly near term capacity has now shrunk by a meaningful margin.

𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬

59,558 görüntüleme • 5 ay önce

Sister: there's the most recent project that will be released, like 2 series: 1 is only 1 EP that Jane will show in that series and the other one it's maybe approximately Q4 of 2026 and then at the first quarter of the 2027, it depends; but this one is for the series. And for the movie, there's another story so we will let everybody know if there's confirmed. So there'll be 2 series and 2 movies, which will be Q4 of 2026 and then Q1 or Q2 of 2027 that will be released. #janeeyeh #HNY2026withJaneyeh

Sister: there's the most recent project that will be released, like 2 series: 1 is only 1 EP that Jane will show in that series and the other one it's maybe approximately Q4 of 2026 and then at the first quarter of the 2027, it depends; but this one is for the series. And for the movie, there's another story so we will let everybody know if there's confirmed. So there'll be 2 series and 2 movies, which will be Q4 of 2026 and then Q1 or Q2 of 2027 that will be released. #janeeyeh #HNY2026withJaneyeh

KaoJaneMood

14,495 görüntüleme • 8 ay önce

$IREN BELOW $100 is STEAL !!! ✅ Chamath recently said that building 1 GW of AI data center capacity today can cost around $100 billion. Whether the number ends up being $80B, $100B, or somewhere in between isn’t the main takeaway. The takeaway is this: Power-ready AI infrastructure has become one of the most valuable assets on the planet. Now look at what IREN already controls: Sweetwater, Texas — 2.0 GW Childress, Texas — 750 MW Oklahoma — 1.6 GW South Australia — 800 MW Spain (Nostrum) — 490 MW Prince George, Mackenzie & Canal Flats — Existing AI cloud infrastructure Total portfolio: 5.8 GW of secured power capacity. What excites me most is what should be energized by 2026: ⚡ Sweetwater Phase 1 (~1.4 GW) ⚡ Childress (750 MW) ⚡ Prince George & Mackenzie continuing to scale AI cloud operations That’s already ~2.1+ GW of energized AI infrastructure either operating or coming online. Using Chamath’s framework: 2 GW = ~$200 billion of replacement value Yet IREN trades around a $18-20 billion market cap Even if Chamath is off by 50%, you’re still looking at a valuation gap that is hard to ignore. The market is pricing IREN like a miner. The bull case is that it’s becoming a large-scale AI infrastructure platform. By math alone, if ~2 GW is energized and available for AI workloads by 2026, a $100B+ market cap doesn’t seem crazy. That would imply a stock price potentially in the $150-$250 range, based solely on the value of the energized AI infrastructure—not even giving full credit to the remaining 3.7+ GW in the portfolio. 🤯🤯🤯 This is why I believe the market is dramatically underestimating what IREN is building. ✅ Gigawatts of power ✅ Strategic land positions ✅ Grid access ✅ Permits & approvals ✅ AI-ready infrastructure

$IREN BELOW $100 is STEAL !!! ✅ Chamath recently said that building 1 GW of AI data center capacity today can cost around $100 billion. Whether the number ends up being $80B, $100B, or somewhere in between isn’t the main takeaway. The takeaway is this: Power-ready AI infrastructure has become one of the most valuable assets on the planet. Now look at what IREN already controls: Sweetwater, Texas — 2.0 GW Childress, Texas — 750 MW Oklahoma — 1.6 GW South Australia — 800 MW Spain (Nostrum) — 490 MW Prince George, Mackenzie & Canal Flats — Existing AI cloud infrastructure Total portfolio: 5.8 GW of secured power capacity. What excites me most is what should be energized by 2026: ⚡ Sweetwater Phase 1 (~1.4 GW) ⚡ Childress (750 MW) ⚡ Prince George & Mackenzie continuing to scale AI cloud operations That’s already ~2.1+ GW of energized AI infrastructure either operating or coming online. Using Chamath’s framework: 2 GW = ~$200 billion of replacement value Yet IREN trades around a $18-20 billion market cap Even if Chamath is off by 50%, you’re still looking at a valuation gap that is hard to ignore. The market is pricing IREN like a miner. The bull case is that it’s becoming a large-scale AI infrastructure platform. By math alone, if ~2 GW is energized and available for AI workloads by 2026, a $100B+ market cap doesn’t seem crazy. That would imply a stock price potentially in the $150-$250 range, based solely on the value of the energized AI infrastructure—not even giving full credit to the remaining 3.7+ GW in the portfolio. 🤯🤯🤯 This is why I believe the market is dramatically underestimating what IREN is building. ✅ Gigawatts of power ✅ Strategic land positions ✅ Grid access ✅ Permits & approvals ✅ AI-ready infrastructure

investing

79,876 görüntüleme • 2 ay önce

ABC News investigated and found more than 3,000 data centers are already operating nationwide At least 1,000 more planned Residents near data centers are seeing much as 50%+ increases on their electric bills “ABC7 has also been covering public meetings over proposed data centers and there are questions about water use and the environment. The i-team in ABC News studied this private company's data center map and found that there are at least 4,302 data center projects across the U.S. Large and small. Of those, 3,038 are currently operational with another 1,203 either under construction or plan for construction. 61 have acquired land. In Illinois, there are 164 operating data centers with another 81 planned for construction. The largest state project plan is in Yorkville. It would be 2 gigawatts and according to the ABC7 data team would use the same energy that would power approximately 1.7 million homes more than every home in the city of Chicago.”

ABC News investigated and found more than 3,000 data centers are already operating nationwide At least 1,000 more planned Residents near data centers are seeing much as 50%+ increases on their electric bills “ABC7 has also been covering public meetings over proposed data centers and there are questions about water use and the environment. The i-team in ABC News studied this private company's data center map and found that there are at least 4,302 data center projects across the U.S. Large and small. Of those, 3,038 are currently operational with another 1,203 either under construction or plan for construction. 61 have acquired land. In Illinois, there are 164 operating data centers with another 81 planned for construction. The largest state project plan is in Yorkville. It would be 2 gigawatts and according to the ABC7 data team would use the same energy that would power approximately 1.7 million homes more than every home in the city of Chicago.”

Wall Street Apes

152,195 görüntüleme • 6 ay önce

It is very obvious that $IREN is about to sign new hyperscaler deals in the coming weeks and months. $IREN still has 350 MW (IT) up for grabs at its Childress campus, representing 50% more capacity than the $MSFT deal, as well as an additional 1.4 GW (gross) at its Sweetwater site, which will be energized in April. In the current energy constrained market, $IREN's negotiating leverage is growing by the day. But I do not believe the company’s power capacity will stay idle for long. One advantage of $IREN's first hyperscaler deal that does not get talked about enough is the credibility boost that came with it. A tier 1 hyperscaler such as $MSFT conducts months of due diligence before signing multi billion dollar deals. This has the knock on effect of other hyperscalers now taking $IREN more seriously and ramping up their respective negotiations with the cloud provider. $IREN's CCO, Kent Draper, spoke about this in a recent interview with Power Analysis Ltd.. I highly recommend you watch the clip below if you have not seen it yet. ...More deals are coming. 📈

It is very obvious that $IREN is about to sign new hyperscaler deals in the coming weeks and months. $IREN still has 350 MW (IT) up for grabs at its Childress campus, representing 50% more capacity than the $MSFT deal, as well as an additional 1.4 GW (gross) at its Sweetwater site, which will be energized in April. In the current energy constrained market, $IREN's negotiating leverage is growing by the day. But I do not believe the company’s power capacity will stay idle for long. One advantage of $IREN's first hyperscaler deal that does not get talked about enough is the credibility boost that came with it. A tier 1 hyperscaler such as $MSFT conducts months of due diligence before signing multi billion dollar deals. This has the knock on effect of other hyperscalers now taking $IREN more seriously and ramping up their respective negotiations with the cloud provider. $IREN's CCO, Kent Draper, spoke about this in a recent interview with Power Analysis Ltd.. I highly recommend you watch the clip below if you have not seen it yet. ...More deals are coming. 📈

𝐀𝐠𝐫𝐢𝐩𝐩𝐚 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭𝐬

172,098 görüntüleme • 7 ay önce

At the announcement of $IREN's record Warriors jersey deal, co-CEO Dan Roberts was asked how he answers communities nervous that AI data centers take more than they give. $IREN Dan Roberts : "We're not a tenant. We own the land. We own the buildings. We own the compute. We own the grid connection. We build and operate everything ourselves and we hire locally. We employ half the towns in which we operate. We give back through community grants programs, playgrounds, fire department grants, et cetera." He closed with: "It's their power. It's their land. You need to work with them rather than just come in and use those resources and extract." $IREN owns its sites in Childress and Sweetwater outright and ties its footprint to local hiring, community grants, playgrounds, and fire department funding. In the Bay Area that extends to a STEAM education program with local nonprofits and Golden State jerseys for 10,000 kids. A company that owns the land and employs the town has more at stake locally than a tenant passing through. It's not a sprint, it's a marathon.

At the announcement of $IREN's record Warriors jersey deal, co-CEO Dan Roberts was asked how he answers communities nervous that AI data centers take more than they give. $IREN Dan Roberts : "We're not a tenant. We own the land. We own the buildings. We own the compute. We own the grid connection. We build and operate everything ourselves and we hire locally. We employ half the towns in which we operate. We give back through community grants programs, playgrounds, fire department grants, et cetera." He closed with: "It's their power. It's their land. You need to work with them rather than just come in and use those resources and extract." $IREN owns its sites in Childress and Sweetwater outright and ties its footprint to local hiring, community grants, playgrounds, and fire department funding. In the Bay Area that extends to a STEAM education program with local nonprofits and Golden State jerseys for 10,000 kids. A company that owns the land and employs the town has more at stake locally than a tenant passing through. It's not a sprint, it's a marathon.

Patient Investor

108,091 görüntüleme • 2 ay önce

🥁 And the #MetallicaMarchingBand High School Winners are… 🥁 Large High School: (1) Sotomayor High School (2) Seven Lakes High School (3) Richland High School Medium High School: (1) Freehold Township High School (2) Dublin Scioto High School (3) Pocono Mountain East High School Small High School: (1) South Range High School (2) Baptist Prep (3) Manalapan HS The collegiate competition has been extended through November 2025 due to an exciting new grand prize partner - details coming soon! Congrats to all our winners and massive thanks to our sponsors TAMA, TAMA | BERGERAULT, Ernie Ball, Sweetwater, Music for All, Bands of America, Hal Leonard, #KHSAmerica, and #Tromana! Learn more at

🥁 And the #MetallicaMarchingBand High School Winners are… 🥁 Large High School: (1) Sotomayor High School (2) Seven Lakes High School (3) Richland High School Medium High School: (1) Freehold Township High School (2) Dublin Scioto High School (3) Pocono Mountain East High School Small High School: (1) South Range High School (2) Baptist Prep (3) Manalapan HS The collegiate competition has been extended through November 2025 due to an exciting new grand prize partner - details coming soon! Congrats to all our winners and massive thanks to our sponsors TAMA, TAMA | BERGERAULT, Ernie Ball, Sweetwater, Music for All, Bands of America, Hal Leonard, #KHSAmerica, and #Tromana! Learn more at

Metallica

53,362 görüntüleme • 1 yıl önce

Today I sat down with John McQueeney, State Representative for House District 97 in Tarrant County, Texas and member of the State Affairs Committee covering power grid and electric policy. In the last six weeks alone, John's committee has run three interim data center hearings. He is also drafting the Data Center Responsibility Act for the January 2027 session - the bill that will set the framework for how Texas handles the data center build-out for a generation. Texas has 440 gigawatts of applications in the queue against roughly 110 gigawatts of current peak capacity. Someone has to sort out what's real, what's speculative, and who pays for the grid when it all comes online. John is one of the people doing that work. I hope you enjoy this episode as much as I did. Timestamps (0:00) Intro (02:27) Why Data Centers Are a "12 Out of 10" for Texas (08:17) A Day Without a Data Center (09:34) Inside Stargate: Lancium, Crusoe, Oracle & OpenAI (14:34) When One Data Center Funds 30% of a City's Budget (17:03) The Vicious Restudy Cycle & the Batch Zero Fix (28:55) 440 GW of Applications Chasing 105 GW of Capacity (35:53) The 75 MW Threshold & Going Behind the Meter (48:36) Drafting the Data Center Responsibility Act (54:19) North Texas's Hidden Risk in Batch Zero (01:08:35) Who Actually Pays for the Grid Buildout? (01:14:32) Data Centers Are a National Security Issue (01:18:12) Data Centers in Space & the Long Arc

Today I sat down with John McQueeney, State Representative for House District 97 in Tarrant County, Texas and member of the State Affairs Committee covering power grid and electric policy. In the last six weeks alone, John's committee has run three interim data center hearings. He is also drafting the Data Center Responsibility Act for the January 2027 session - the bill that will set the framework for how Texas handles the data center build-out for a generation. Texas has 440 gigawatts of applications in the queue against roughly 110 gigawatts of current peak capacity. Someone has to sort out what's real, what's speculative, and who pays for the grid when it all comes online. John is one of the people doing that work. I hope you enjoy this episode as much as I did. Timestamps (0:00) Intro (02:27) Why Data Centers Are a "12 Out of 10" for Texas (08:17) A Day Without a Data Center (09:34) Inside Stargate: Lancium, Crusoe, Oracle & OpenAI (14:34) When One Data Center Funds 30% of a City's Budget (17:03) The Vicious Restudy Cycle & the Batch Zero Fix (28:55) 440 GW of Applications Chasing 105 GW of Capacity (35:53) The 75 MW Threshold & Going Behind the Meter (48:36) Drafting the Data Center Responsibility Act (54:19) North Texas's Hidden Risk in Batch Zero (01:08:35) Who Actually Pays for the Grid Buildout? (01:14:32) Data Centers Are a National Security Issue (01:18:12) Data Centers in Space & the Long Arc

Chris Powers

15,875 görüntüleme • 3 ay önce

Famous Yellowstone Actor Mo Brings Plenty speaks at his city council meeting to oppose a proposed Data Center The proposed data center is the Piqua project in Ohio. It’s a hyperscale data center that is estimated to use up to 2 MILLION GALLONS OF WATER PER DAY There are also multiple more proposed data centers in the area, including one by Amazon Web Services Yellowstone Actor Mo Brings Plenty urges the city council to do the right thing and say no because of water concerns. He says he knows they’re in a tough position, but they ran for that position The amount of data centers being built in America is way out of control

Famous Yellowstone Actor Mo Brings Plenty speaks at his city council meeting to oppose a proposed Data Center The proposed data center is the Piqua project in Ohio. It’s a hyperscale data center that is estimated to use up to 2 MILLION GALLONS OF WATER PER DAY There are also multiple more proposed data centers in the area, including one by Amazon Web Services Yellowstone Actor Mo Brings Plenty urges the city council to do the right thing and say no because of water concerns. He says he knows they’re in a tough position, but they ran for that position The amount of data centers being built in America is way out of control

Wall Street Apes

343,862 görüntüleme • 1 ay önce

0.32 has shipped, and it's a massive release from Rerun. There's a ton of cool new features, and I wanted to highlight 2 in particular 1. OSS Server streaming from disk 2. Dataset review I walk you through them in the video, so take a look. I'll have a much longer blog post next week about the entire pipeline. With 0.32, much of the foundation is set for a unified data layer for physical data, and I'll be getting into the details of it with all that I've built over the past year. This will cover 1. Raw Data Collection 2. Data Ingestion 3. Catalog Registration 4. Query and Review 5. Post Process 6. Training so lots to share

0.32 has shipped, and it's a massive release from Rerun. There's a ton of cool new features, and I wanted to highlight 2 in particular 1. OSS Server streaming from disk 2. Dataset review I walk you through them in the video, so take a look. I'll have a much longer blog post next week about the entire pipeline. With 0.32, much of the foundation is set for a unified data layer for physical data, and I'll be getting into the details of it with all that I've built over the past year. This will cover 1. Raw Data Collection 2. Data Ingestion 3. Catalog Registration 4. Query and Review 5. Post Process 6. Training so lots to share

Pablo Vela

11,264 görüntüleme • 3 ay önce

🎥 Most efforts to bypass the Strait of Hormuz remain years away, meaning Iran’s leverage over the critical waterway will persist well beyond the current crisis, energy analyst Robin Mills said. The UAE’s new crude oil and oil products pipeline to Fujairah could come online in 2027, Mills said, while proposed alternative routes for Iraq, Qatar, Kuwait and others would generally take at least 2-4 years to build. Even then, bypass routes would not eliminate dependence on Hormuz. Qatar’s liquefied natural gas has no alternative export route by pipeline, and Iran has previously demonstrated that alternative oil hubs such as Fujairah and Yanbu can also be targeted. “The leverage over the strait will diminish over time, but it won’t go to zero, and it certainly won’t go to zero over the next few months,” said Mills, CEO of Qamar Energy and a non-resident fellow at Columbia University’s Center on Global Energy Policy.

🎥 Most efforts to bypass the Strait of Hormuz remain years away, meaning Iran’s leverage over the critical waterway will persist well beyond the current crisis, energy analyst Robin Mills said. The UAE’s new crude oil and oil products pipeline to Fujairah could come online in 2027, Mills said, while proposed alternative routes for Iraq, Qatar, Kuwait and others would generally take at least 2-4 years to build. Even then, bypass routes would not eliminate dependence on Hormuz. Qatar’s liquefied natural gas has no alternative export route by pipeline, and Iran has previously demonstrated that alternative oil hubs such as Fujairah and Yanbu can also be targeted. “The leverage over the strait will diminish over time, but it won’t go to zero, and it certainly won’t go to zero over the next few months,” said Mills, CEO of Qamar Energy and a non-resident fellow at Columbia University’s Center on Global Energy Policy.

Drop Site

47,099 görüntüleme • 1 ay önce