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🚨 Keel Infrastructure Power Pipeline Takes Shape 🚨 ⚡ 341 MW energized — capacity already delivered by utilities and live on site ⚡ 430 MW secured — executed utility agreements locked in for future delivery ⚡ 1.5 GW expansion — under application or being evaluated for on-site behind-the-meter generation... show more

McNallie Money

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$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

🚨ALERT: 50% of Data Centers will NEVER connect to the grid. Half of the data centers announced in the last 24 months will NEVER connect to the grid. Kevin O’Leary said it. The data proves it. While everyone’s chasing “paper capacity,” $CIFR and $IREN are sitting on EXECUTED grid connections that can’t be replicated. Here’s why they’re untouchable: 266 GW of power projects canceled in 2025 alone. That’s 2.4x the cancellations from 2024. Why? Because the U.S. grid is facing a structural deficit that nobody wants to talk about. • Data centers need 18-36 months to build • Grid connections take 5-7 YEARS (sometimes 12) • Interconnection queues in PJM and ERCOT now average 7 years • Average interconnection cost in MISO: $753,116 per MW Translation: You can announce a data center tomorrow. But you CAN’T connect it to power until 2032. The math doesn’t work. The timeline doesn’t work. The physics don’t work. $CIFR - The Fixed-Price Power Moat: Cipher control one of the lowest-cost power portfolios in North America. > Power cost: $0.027/kWh (fixed, long-term PPAs) > Debt: $0 > Portfolio: 2.2 GW across Texas But here’s what everyone’s missing: Their 1-gigawatt Colchis site has a FULLY EXECUTED Direct Connect Agreement with American Electric Power. Not “in the queue.” Not “under study.” EXECUTED. Energization: 2028. While competitors are stuck waiting 7+ years for interconnection approvals, $CIFR already has a Tier 1 grid connection locked in. And they just signed: • $5.5 billion, 15-year lease with AWS for 300 MW • 10-year hosting deal with Google/Fluidstack for 168 MW That’s $8.5 billion in contracted lease payments for AI infrastructure. $IREN - The Microsoft Validation: $IREN didn’t just secure power. They secured the ONLY thing that matters: a hyperscaler willing to pre-pay billions. November 2025: $9.7 billion AI Cloud contract with Microsoft. Let me repeat that. Microsoft PRE-PAID for capacity that doesn’t exist yet. Deal structure: • 200 MW of liquid-cooled AI capacity • $1.94 billion annual recurring revenue (once online) • 20% prepayment to fund $5.8 billion GPU purchase from Dell • Four “Horizon” data centers at their 750 MW Childress campus But the real alpha? Their 2.91 GW portfolio of GRID-CONNECTED power. Not speculative. Not “in the queue.” Connected. Energized. Operating. > Sweetwater 1: 1.4 GW (energization accelerated to April 26) > Childress: 750 MW (operating) > Prince George: 160 MW hydro (23k GPUs for AI) $IREN is scaling to $3.4 billion in AI Cloud ARR by end of 2026 using only 16% of their total power capacity. The Peer Comparison Nobody’s Talking About: Everyone’s excited about $RIOT, $MARA, $CORZ, and $WULF. Here’s the problem: $RIOT: 1.7 GW portfolio, mostly Bitcoin-focused. 25 MW HPC lease with AMD ($311M over 10 years). That’s 1/30th the size of IREN’s Microsoft deal. $MARA: Building “behind-the-meter” natural gas generation to BYPASS the grid entirely. Smart strategy, but they’re starting from scratch. 1.8 GW capacity, mostly mining. $CORZ: $10B+ contract with CoreWeave sounds massive. But they’re CONVERTING old mining infrastructure. Not purpose-built for AI. Currently unprofitable. $WULF: 750 MW at Lake Mariner. Zero-carbon hydro/nuclear. Clean energy story is strong. But only 72.5 MW of HPC capacity by Q2 2025. Meanwhile: • $CIFR has 2.2 GW with executed grid agreements and $8.5B in hyperscaler contracts • $IREN has 2.91 GW of energized capacity and a $9.7B Microsoft deal The Cooling Bottleneck: Secured power means NOTHING without secured cooling. November 2025: CyrusOne data center in Illinois went down for 10 hours because ONE chiller failed. This facility handles TRILLIONS in CME trading volume. Energy, agriculture, crypto derivatives markets frozen globally. Why? Because AI racks now consume 600 kW of power (enough to power 500 homes). A single rack failure creates catastrophic heat buildup. $IREN’s solution: Liquid-cooled infrastructure at all Horizon facilities. $CIFR’s solution: Turnkey air-and-liquid cooling delivery for AWS. Hyperscalers aren’t paying billions for “power connections.” They’re paying for THERMAL RELIABILITY. The Numbers That Matter: > PJM capacity prices: 10x increase from 2024 to 2025 (extreme scarcity signal) > Interconnection costs in Louisiana/Missouri: $900,000+ per MW > $64 billion in U.S. data center projects blocked or delayed in 2024-2025 > 25+ major data center projects canceled in 2025 alone The grid is saturated. The timeline is broken. The infrastructure doesn’t exist. But $CIFR and $IREN? They already own the infrastructure. They already have the grid connections. They already have the hyperscaler contracts. The Bottom Line: > AI demand is doubling every 90 days. > Grid capacity takes 5-7 years to build. > You can’t close that gap with announcements. You close it with EXECUTED agreements and ENERGIZED megawatts. $CIFR: $0.027/kWh power, $8.5B in contracts, 1 GW Tier 1 grid connection $IREN: $9.7B Microsoft deal, 2.91 GW energized portfolio, $3.4B ARR target by 2026. While half the industry fights over interconnection queues, these two are already plugged in. The power crunch isn’t coming. It’s here. And the only winners will be the ones who secured their megawatts BEFORE the grid broke. Bullish $CIFR and $IREN. Note: This is NOT financial advice.

🚨ALERT: 50% of Data Centers will NEVER connect to the grid. Half of the data centers announced in the last 24 months will NEVER connect to the grid. Kevin O’Leary said it. The data proves it. While everyone’s chasing “paper capacity,” $CIFR and $IREN are sitting on EXECUTED grid connections that can’t be replicated. Here’s why they’re untouchable: 266 GW of power projects canceled in 2025 alone. That’s 2.4x the cancellations from 2024. Why? Because the U.S. grid is facing a structural deficit that nobody wants to talk about. • Data centers need 18-36 months to build • Grid connections take 5-7 YEARS (sometimes 12) • Interconnection queues in PJM and ERCOT now average 7 years • Average interconnection cost in MISO: $753,116 per MW Translation: You can announce a data center tomorrow. But you CAN’T connect it to power until 2032. The math doesn’t work. The timeline doesn’t work. The physics don’t work. $CIFR - The Fixed-Price Power Moat: Cipher control one of the lowest-cost power portfolios in North America. > Power cost: $0.027/kWh (fixed, long-term PPAs) > Debt: $0 > Portfolio: 2.2 GW across Texas But here’s what everyone’s missing: Their 1-gigawatt Colchis site has a FULLY EXECUTED Direct Connect Agreement with American Electric Power. Not “in the queue.” Not “under study.” EXECUTED. Energization: 2028. While competitors are stuck waiting 7+ years for interconnection approvals, $CIFR already has a Tier 1 grid connection locked in. And they just signed: • $5.5 billion, 15-year lease with AWS for 300 MW • 10-year hosting deal with Google/Fluidstack for 168 MW That’s $8.5 billion in contracted lease payments for AI infrastructure. $IREN - The Microsoft Validation: $IREN didn’t just secure power. They secured the ONLY thing that matters: a hyperscaler willing to pre-pay billions. November 2025: $9.7 billion AI Cloud contract with Microsoft. Let me repeat that. Microsoft PRE-PAID for capacity that doesn’t exist yet. Deal structure: • 200 MW of liquid-cooled AI capacity • $1.94 billion annual recurring revenue (once online) • 20% prepayment to fund $5.8 billion GPU purchase from Dell • Four “Horizon” data centers at their 750 MW Childress campus But the real alpha? Their 2.91 GW portfolio of GRID-CONNECTED power. Not speculative. Not “in the queue.” Connected. Energized. Operating. > Sweetwater 1: 1.4 GW (energization accelerated to April 26) > Childress: 750 MW (operating) > Prince George: 160 MW hydro (23k GPUs for AI) $IREN is scaling to $3.4 billion in AI Cloud ARR by end of 2026 using only 16% of their total power capacity. The Peer Comparison Nobody’s Talking About: Everyone’s excited about $RIOT, $MARA, $CORZ, and $WULF. Here’s the problem: $RIOT: 1.7 GW portfolio, mostly Bitcoin-focused. 25 MW HPC lease with AMD ($311M over 10 years). That’s 1/30th the size of IREN’s Microsoft deal. $MARA: Building “behind-the-meter” natural gas generation to BYPASS the grid entirely. Smart strategy, but they’re starting from scratch. 1.8 GW capacity, mostly mining. $CORZ: $10B+ contract with CoreWeave sounds massive. But they’re CONVERTING old mining infrastructure. Not purpose-built for AI. Currently unprofitable. $WULF: 750 MW at Lake Mariner. Zero-carbon hydro/nuclear. Clean energy story is strong. But only 72.5 MW of HPC capacity by Q2 2025. Meanwhile: • $CIFR has 2.2 GW with executed grid agreements and $8.5B in hyperscaler contracts • $IREN has 2.91 GW of energized capacity and a $9.7B Microsoft deal The Cooling Bottleneck: Secured power means NOTHING without secured cooling. November 2025: CyrusOne data center in Illinois went down for 10 hours because ONE chiller failed. This facility handles TRILLIONS in CME trading volume. Energy, agriculture, crypto derivatives markets frozen globally. Why? Because AI racks now consume 600 kW of power (enough to power 500 homes). A single rack failure creates catastrophic heat buildup. $IREN’s solution: Liquid-cooled infrastructure at all Horizon facilities. $CIFR’s solution: Turnkey air-and-liquid cooling delivery for AWS. Hyperscalers aren’t paying billions for “power connections.” They’re paying for THERMAL RELIABILITY. The Numbers That Matter: > PJM capacity prices: 10x increase from 2024 to 2025 (extreme scarcity signal) > Interconnection costs in Louisiana/Missouri: $900,000+ per MW > $64 billion in U.S. data center projects blocked or delayed in 2024-2025 > 25+ major data center projects canceled in 2025 alone The grid is saturated. The timeline is broken. The infrastructure doesn’t exist. But $CIFR and $IREN? They already own the infrastructure. They already have the grid connections. They already have the hyperscaler contracts. The Bottom Line: > AI demand is doubling every 90 days. > Grid capacity takes 5-7 years to build. > You can’t close that gap with announcements. You close it with EXECUTED agreements and ENERGIZED megawatts. $CIFR: $0.027/kWh power, $8.5B in contracts, 1 GW Tier 1 grid connection $IREN: $9.7B Microsoft deal, 2.91 GW energized portfolio, $3.4B ARR target by 2026. While half the industry fights over interconnection queues, these two are already plugged in. The power crunch isn’t coming. It’s here. And the only winners will be the ones who secured their megawatts BEFORE the grid broke. Bullish $CIFR and $IREN. Note: This is NOT financial advice.

Black Panther Capital

347,528 görüntüleme • 6 ay önce

$CIFR CEO Tyler Page teases future behind-the-meter on-site generation for Cipher Digital 👀 “Hyperscalers and neoclouds are looking for ways to get power faster. The easiest way in a lot of cases is tapping the pipeline by our property and generating our own electricity.”

$CIFR CEO Tyler Page teases future behind-the-meter on-site generation for Cipher Digital 👀 “Hyperscalers and neoclouds are looking for ways to get power faster. The easiest way in a lot of cases is tapping the pipeline by our property and generating our own electricity.”

Small Cap Snipa

102,966 görüntüleme • 2 ay önce

Today, Core Scientific and CoreWeave announced a $1.2 billion expansion at Core Scientific's Denton, Texas site. -Core Scientific and CoreWeave announce 70-megawatt (MW) expansion at the Denton, TX site -Expands to ~ 590 MW of contracted HPC infrastructure across 6 sites -Boosts total projected revenue to $10.2 billion over 12-year contract terms “We are thrilled to deepen our relationship with CoreWeave as we continue developing large-scale HPC projects that power advanced AI and other low-latency workloads. By expanding our capacity in Denton, we’re building one of the largest GPU supercomputers in North America — reinforcing Core Scientific’s leadership in delivering high-density, high-performance digital infrastructure. We look forward to delivering even greater value for both our customers and shareholders.” $CORZ CEO Adam Sullivan Read the full press release:

Today, Core Scientific and CoreWeave announced a $1.2 billion expansion at Core Scientific's Denton, Texas site. -Core Scientific and CoreWeave announce 70-megawatt (MW) expansion at the Denton, TX site -Expands to ~ 590 MW of contracted HPC infrastructure across 6 sites -Boosts total projected revenue to $10.2 billion over 12-year contract terms “We are thrilled to deepen our relationship with CoreWeave as we continue developing large-scale HPC projects that power advanced AI and other low-latency workloads. By expanding our capacity in Denton, we’re building one of the largest GPU supercomputers in North America — reinforcing Core Scientific’s leadership in delivering high-density, high-performance digital infrastructure. We look forward to delivering even greater value for both our customers and shareholders.” $CORZ CEO Adam Sullivan Read the full press release:

Core Scientific

21,180 görüntüleme • 1 yıl önce

Phase 2 of construction at $WULF's Lake Mariner facility is underway 🐺⛏️ The extension of this site will continue to lead the industry in Bitcoin mining operations and expand into high-performance computing projects with our remaining 300+ MW of largely #zerocarbon energy infrastructure. Stay tuned for more updates as we continue to innovate and expand. The future of computing is here, and it's powered by TeraWulf. ⚡🔧 Watch the full video here below 👇

Phase 2 of construction at $WULF's Lake Mariner facility is underway 🐺⛏️ The extension of this site will continue to lead the industry in Bitcoin mining operations and expand into high-performance computing projects with our remaining 300+ MW of largely #zerocarbon energy infrastructure. Stay tuned for more updates as we continue to innovate and expand. The future of computing is here, and it's powered by TeraWulf. ⚡🔧 Watch the full video here below 👇

TeraWulf

13,629 görüntüleme • 2 yıl önce

Pauline Hanson thinks backup batteries in South Australia are for dildos. She said, live on TV, that they only provide power for 6 minutes. She's full of shit and an intellectual pygmy. Here are the facts of what is NOW not the largest battery in SA, The battery has a total storage capacity of 129 MWh and can discharge at 100 MW. Specifically, it is contracted to provide 70 MW for 10 minutes to the government for grid stability, but it also has a 30 MW capacity that can run for 3 hours (90 MWh) for load management. After its expansion, the system can discharge at up to 150 MW into the power grid, further increasing its capability NB - video: This is actually Pauline Hanson talking. We have just changed the voice to save people's ears from the terrible damage that her screeching can do..

Pauline Hanson thinks backup batteries in South Australia are for dildos. She said, live on TV, that they only provide power for 6 minutes. She's full of shit and an intellectual pygmy. Here are the facts of what is NOW not the largest battery in SA, The battery has a total storage capacity of 129 MWh and can discharge at 100 MW. Specifically, it is contracted to provide 70 MW for 10 minutes to the government for grid stability, but it also has a 30 MW capacity that can run for 3 hours (90 MWh) for load management. After its expansion, the system can discharge at up to 150 MW into the power grid, further increasing its capability NB - video: This is actually Pauline Hanson talking. We have just changed the voice to save people's ears from the terrible damage that her screeching can do..

The Noisy Elephant

18,595 görüntüleme • 2 ay önce

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 görüntüleme • 7 ay önce

Solar supply is no longer a constraint. Around 600 GW were installed globally in 2024 and global capacity is now over a terawatt per year; total capacity of all sources installed in the US is about 1.2 terawatts. Modules are cheap, abundant, and getting installed almost everywhere, including places that previously didn't have much, if any, electricity. If we get to 1 TW of PV modules shipped every year, that would be like "multiple single digits percent of total electricity demand every year being added from just solar electrons." Key question though: how much demand will there be? And how much induced demand? Solar in many parts of Africa, Southeast Asia, and South America is not displacing existing generation, it's bringing generation where there wasn't any. Meanwhile, the bigger questions are around how you configure a system around very, very low cost but variable power: ⚡ How quickly does storage scale? ⚡ Can you move demand around to match supply? ⚡ How do energy systems in places that aren't electrified get designed to account for variability? "Flexibility on the demand side is the more interesting question for the future than how much solar are we going to manufacture." 👉 Full conversation with Nat Bullard in the reply.

Solar supply is no longer a constraint. Around 600 GW were installed globally in 2024 and global capacity is now over a terawatt per year; total capacity of all sources installed in the US is about 1.2 terawatts. Modules are cheap, abundant, and getting installed almost everywhere, including places that previously didn't have much, if any, electricity. If we get to 1 TW of PV modules shipped every year, that would be like "multiple single digits percent of total electricity demand every year being added from just solar electrons." Key question though: how much demand will there be? And how much induced demand? Solar in many parts of Africa, Southeast Asia, and South America is not displacing existing generation, it's bringing generation where there wasn't any. Meanwhile, the bigger questions are around how you configure a system around very, very low cost but variable power: ⚡ How quickly does storage scale? ⚡ Can you move demand around to match supply? ⚡ How do energy systems in places that aren't electrified get designed to account for variability? "Flexibility on the demand side is the more interesting question for the future than how much solar are we going to manufacture." 👉 Full conversation with Nat Bullard in the reply.

Doug Lewin

14,782 görüntüleme • 9 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 • 1 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 • 6 ay önce

40% of US data center builds are blocked. GPUs are not the constraint - permits are. Aravind Srinivas on The Twenty Minute VC: the market is watching GPU order flow as the leading indicator for AI infrastructure. It is the wrong signal. A data center is land, permits, turbines, cooling, and grid connections assembled over years. GPU procurement is the fast part. Power procurement is the slow part. Rubin-generation data centers do not reach full capacity until 2027 - and that lag is structural, not temporary. Public resistance is blocking 40% of potential US builds. The sentiment runs through different stated concerns: water use, electricity prices, job displacement. The underlying direction is the same. Infrastructure companies with secured permits and self-generation capability in friendly jurisdictions have a moat that chip orders cannot replicate. Full infrastructure thesis: Source: 20VC with Harry Stebbings -

40% of US data center builds are blocked. GPUs are not the constraint - permits are. Aravind Srinivas on The Twenty Minute VC: the market is watching GPU order flow as the leading indicator for AI infrastructure. It is the wrong signal. A data center is land, permits, turbines, cooling, and grid connections assembled over years. GPU procurement is the fast part. Power procurement is the slow part. Rubin-generation data centers do not reach full capacity until 2027 - and that lag is structural, not temporary. Public resistance is blocking 40% of potential US builds. The sentiment runs through different stated concerns: water use, electricity prices, job displacement. The underlying direction is the same. Infrastructure companies with secured permits and self-generation capability in friendly jurisdictions have a moat that chip orders cannot replicate. Full infrastructure thesis: Source: 20VC with Harry Stebbings -

Podcast Alpha

11,670 görüntüleme • 2 ay önce

Galaxy Stadium is the new home of Red Raider Football. 🏈 Texas Tech Red Raiders is a storied program, from a Big 12 title to one of the premier home-field environments in college football. As the official data center and digital assets partner of the Red Raiders, we're proud to be part of that story. We've been building and investing in nearby Dickens County, where Galaxy's Helios campus now carries 1.6 GW of capacity powering the infrastructure behind the code economy. Texas Tech grads are already on our team there, and for the next generation of talent, this is a direct pipeline into the AI and digital assets industry. #WreckEmTech

Galaxy Stadium is the new home of Red Raider Football. 🏈 Texas Tech Red Raiders is a storied program, from a Big 12 title to one of the premier home-field environments in college football. As the official data center and digital assets partner of the Red Raiders, we're proud to be part of that story. We've been building and investing in nearby Dickens County, where Galaxy's Helios campus now carries 1.6 GW of capacity powering the infrastructure behind the code economy. Texas Tech grads are already on our team there, and for the next generation of talent, this is a direct pipeline into the AI and digital assets industry. #WreckEmTech

Mike Novogratz

45,894 görüntüleme • 28 gün önce

Jensen Huang just told you exactly which AI bottleneck never goes away and it points directly to one of the best trades in the market right now. He did not say chip bottlenecks are permanent. He said the opposite, more chip capacity is a two to three year problem, more CoWoS packaging capacity is a two to three year problem, and none of the manufacturing constraints currently limiting Nvidia's ability to ship are structural barriers that cannot be solved. What he said is permanent or at least, far harder to solve is energy. You cannot build AI factories, reindustrialize the United States or build robots and next-generation compute without energy and energy does not respond to large purchase orders the way foundry capacity does. It involves regulatory timelines, grid interconnection queues, permitting cycles, and national policy decisions that no single company can accelerate regardless of how much capital they deploy. The US is staring down a 19 gigawatt power gap by 2028, and PJM launched an emergency integration plan earlier this year just to handle current data center load, not future load, current load. Nearly half of the data centers planned for 2026 are already delayed or canceled not because of chip shortages but because of transformer shortages, switchgear backlogs and grid capacity constraints that have nothing to do with silicon. This is the exact environment that makes Nebius a structurally differentiated position. While every other AI cloud buildout is fighting the same power bottleneck Jensen described, Nebius has already secured over 2 gigawatts of contracted power capacity with a 1.2 gigawatt campus in Missouri, another 310 megawatts in Finland and a Pennsylvania site adding another 1.2 gigawatts to the pipeline. Power is the constraint Jensen says no one can shortcut and Nebius has already locked in more of it than almost any independent AI cloud operator on the planet. That power moat sits underneath a $27 billion contracted revenue deal with Meta, a Microsoft partnership ramping to full run rate in 2027, and a 684% year over year revenue growth number that just printed in Q1. The Nebius thesis was always about infrastructure scarcity in a world of accelerating demand, Jensen just confirmed on camera which scarcity actually matters long-term, and it is exactly the one Nebius spent the last two years solving before anyone else was paying attention. Milk Road Pro called Nebius early, has been sitting on a massive gain on the position, and continues to track the infrastructure plays that matter before they become obvious to the rest of the market, come join us at the link in bio/below!

Jensen Huang just told you exactly which AI bottleneck never goes away and it points directly to one of the best trades in the market right now. He did not say chip bottlenecks are permanent. He said the opposite, more chip capacity is a two to three year problem, more CoWoS packaging capacity is a two to three year problem, and none of the manufacturing constraints currently limiting Nvidia's ability to ship are structural barriers that cannot be solved. What he said is permanent or at least, far harder to solve is energy. You cannot build AI factories, reindustrialize the United States or build robots and next-generation compute without energy and energy does not respond to large purchase orders the way foundry capacity does. It involves regulatory timelines, grid interconnection queues, permitting cycles, and national policy decisions that no single company can accelerate regardless of how much capital they deploy. The US is staring down a 19 gigawatt power gap by 2028, and PJM launched an emergency integration plan earlier this year just to handle current data center load, not future load, current load. Nearly half of the data centers planned for 2026 are already delayed or canceled not because of chip shortages but because of transformer shortages, switchgear backlogs and grid capacity constraints that have nothing to do with silicon. This is the exact environment that makes Nebius a structurally differentiated position. While every other AI cloud buildout is fighting the same power bottleneck Jensen described, Nebius has already secured over 2 gigawatts of contracted power capacity with a 1.2 gigawatt campus in Missouri, another 310 megawatts in Finland and a Pennsylvania site adding another 1.2 gigawatts to the pipeline. Power is the constraint Jensen says no one can shortcut and Nebius has already locked in more of it than almost any independent AI cloud operator on the planet. That power moat sits underneath a $27 billion contracted revenue deal with Meta, a Microsoft partnership ramping to full run rate in 2027, and a 684% year over year revenue growth number that just printed in Q1. The Nebius thesis was always about infrastructure scarcity in a world of accelerating demand, Jensen just confirmed on camera which scarcity actually matters long-term, and it is exactly the one Nebius spent the last two years solving before anyone else was paying attention. Milk Road Pro called Nebius early, has been sitting on a massive gain on the position, and continues to track the infrastructure plays that matter before they become obvious to the rest of the market, come join us at the link in bio/below!

Milk Road AI

21,140 görüntüleme • 3 ay önce

⚡Repair work doesn't stop, even when sites are badly damaged. Our engineers return to power plants and substations day after day to repair equipment hit by recent attacks. This is not quick or simple work. It means assessing damage, working around destroyed infrastructure and rebuilding systems piece by piece, and doing so under constant risk of further strikes. As Oleh, one of our power plant workers, says: "We are making every effort to restore all the facility. Repair and restoration work are under way across all damaged equipment." This is the reality of keeping Ukraine's energy system running through winter. It requires: - Energy equipment - Funding for restoration - Air defences Behind every repair is a team carrying out skilled work under difficult circumstances. Watch the video to see what it takes.

⚡Repair work doesn't stop, even when sites are badly damaged. Our engineers return to power plants and substations day after day to repair equipment hit by recent attacks. This is not quick or simple work. It means assessing damage, working around destroyed infrastructure and rebuilding systems piece by piece, and doing so under constant risk of further strikes. As Oleh, one of our power plant workers, says: "We are making every effort to restore all the facility. Repair and restoration work are under way across all damaged equipment." This is the reality of keeping Ukraine's energy system running through winter. It requires: - Energy equipment - Funding for restoration - Air defences Behind every repair is a team carrying out skilled work under difficult circumstances. Watch the video to see what it takes.

DTEK Group

288,562 görüntüleme • 7 ay önce

In a single generation, the UK has gone from having two offshore wind turbines to having just under 3,000. The industry now has a total generating capacity of 16.1 gigawatts (GW), which is enough to power more than 16 million homes each year, and over 600 million fully decorated Christmas trees 🎄 But where did it all start 25 years ago? 🤔 The Department for Energy Security and Net Zero Minister for Energy Michael Shanks MP is in Blyth to find out! 🔎 “Twenty-five years after the first offshore wind turbines began to turn, Britain is once again leading the world in clean homegrown power. “Offshore wind is at the heart of our 2030 mission – helping us reduce our dependence on volatile fossil fuel markets, lower bills for good, and support 100,000 jobs by 2030.” Find out more 👇 #Generational

In a single generation, the UK has gone from having two offshore wind turbines to having just under 3,000. The industry now has a total generating capacity of 16.1 gigawatts (GW), which is enough to power more than 16 million homes each year, and over 600 million fully decorated Christmas trees 🎄 But where did it all start 25 years ago? 🤔 The Department for Energy Security and Net Zero Minister for Energy Michael Shanks MP is in Blyth to find out! 🔎 “Twenty-five years after the first offshore wind turbines began to turn, Britain is once again leading the world in clean homegrown power. “Offshore wind is at the heart of our 2030 mission – helping us reduce our dependence on volatile fossil fuel markets, lower bills for good, and support 100,000 jobs by 2030.” Find out more 👇 #Generational

RenewableUK

31,362 görüntüleme • 8 ay önce

🚨🇷🇺 WESTERN SANCTIONS OBSOLETE: RUSSIA'S FIRST GTD-110M GAS TURBINE IN FULL OPERATION Western officials keep insisting sanctions are crippling Russian industry, yet the first production of GTD-110M gas turbine has already surpassed 12,000 operating hours at a thermal power plant in southern Russia. It reached full capacity in November 2024 and helps keep the lights on for residents and businesses in the region. 🔸 It is Russia’s first domestically designed gas power turbine in the 90–130 MW class, capable of driving generators in plants up to 500 MW. 🔸 The turbine delivers ~36% efficiency, matching leading global models while being significantly lighter and more compact. 🔸 This engine forms a cornerstone of Moscow’s technological sovereignty push, dramatically reducing reliance on sanctioned Western turbines and spare parts. 🔸 It proves concentrated domestic engineering can still produce competitive hardware even under broad Western tech restrictions. Do you think the West's sanctions have a real impact on Russia?

🚨🇷🇺 WESTERN SANCTIONS OBSOLETE: RUSSIA'S FIRST GTD-110M GAS TURBINE IN FULL OPERATION Western officials keep insisting sanctions are crippling Russian industry, yet the first production of GTD-110M gas turbine has already surpassed 12,000 operating hours at a thermal power plant in southern Russia. It reached full capacity in November 2024 and helps keep the lights on for residents and businesses in the region. 🔸 It is Russia’s first domestically designed gas power turbine in the 90–130 MW class, capable of driving generators in plants up to 500 MW. 🔸 The turbine delivers ~36% efficiency, matching leading global models while being significantly lighter and more compact. 🔸 This engine forms a cornerstone of Moscow’s technological sovereignty push, dramatically reducing reliance on sanctioned Western turbines and spare parts. 🔸 It proves concentrated domestic engineering can still produce competitive hardware even under broad Western tech restrictions. Do you think the West's sanctions have a real impact on Russia?

NewRulesGeopolitics

28,350 görüntüleme • 2 ay önce

Dylan Patel just mapped out the most important investment theme in AI infrastructure (Save this). "In about two years, solar plus battery will be cheaper than gas." Every new NVIDIA Blackwell rack pulls 120 kilowatts, Rubin Ultra rack pulls 600 kilowatts and the next generation hits a megawatt. The US grid cannot keep up, interconnection queues now run five years in many markets so the entire industry is being forced to solve power from first principles. The solar thesis is already happening. BloombergNEF's 2026 LCOE report, covering 800+ financed projects across 50+ markets puts solar plus 4 hour battery storage at $57 per megawatt-hour. Combined cycle gas turbines hit $102 per megawatt hour, the highest on record, up 16% year over year. In California and parts of Texas, solar plus storage is already cheaper than gas for data center power today and solar panel costs are expected to drop another 30% by 2035. Getting power from the grid into the form chips actually require is an entire industry unto itself and NVIDIA just rewrote the rules. The 800 volt DC transition is the most important infrastructure shift that's happening right now. Today's data centers run on 48 volt DC power delivery, a single next-generation GPU pulls over 2,500 watts and at 48 volts, the current required to power a megawatt rack would melt the copper wiring. The investment thesis breaks into four layers and the first layer is power semiconductors, specifically silicon carbide and gallium nitride. At 800 volts, traditional silicon based IGBTs hit their physical limits. SiC and GaN devices are the mandatory replacement. Infineon estimates $175,000 of semiconductor content per megawatt of AI rack power, versus almost nothing today and by 2030, power semiconductor content per AI cabinet grows from $15,000 to $115,000+. The names here are Infineon ($IFNNY), ON Semiconductor ($ON), Wolfspeed ($WOLF), Navitas ($NVTS), and STMicroelectronics ($STM). The second layer is power management and conversion. Vertiv ($VRT) is NVIDIA's lead architectural collaborator for the 800V transition, building the hardware that converts grid AC to 800V DC and the DC to DC power shelves for ultra dense racks. Eaton ($ETN) and Monolithic Power Systems ($MPWR) round out this layer. The third layer is grid to site infrastructure, GE Vernova ($GEV) builds the heavy electrical equipment that connects utility power to the data center campus. Orders are running at twice the rate of shipments, the classic leading indicator of sustained multi year revenue growth. The fourth layer is behind the meter power generation like your bloom energy because grid interconnection queues run five years, hyperscalers are bypassing the grid entirely, building dedicated gas, solar and battery systems on site. Make sure to follow me Melvin for more opportunities across the AI supply chain.

Dylan Patel just mapped out the most important investment theme in AI infrastructure (Save this). "In about two years, solar plus battery will be cheaper than gas." Every new NVIDIA Blackwell rack pulls 120 kilowatts, Rubin Ultra rack pulls 600 kilowatts and the next generation hits a megawatt. The US grid cannot keep up, interconnection queues now run five years in many markets so the entire industry is being forced to solve power from first principles. The solar thesis is already happening. BloombergNEF's 2026 LCOE report, covering 800+ financed projects across 50+ markets puts solar plus 4 hour battery storage at $57 per megawatt-hour. Combined cycle gas turbines hit $102 per megawatt hour, the highest on record, up 16% year over year. In California and parts of Texas, solar plus storage is already cheaper than gas for data center power today and solar panel costs are expected to drop another 30% by 2035. Getting power from the grid into the form chips actually require is an entire industry unto itself and NVIDIA just rewrote the rules. The 800 volt DC transition is the most important infrastructure shift that's happening right now. Today's data centers run on 48 volt DC power delivery, a single next-generation GPU pulls over 2,500 watts and at 48 volts, the current required to power a megawatt rack would melt the copper wiring. The investment thesis breaks into four layers and the first layer is power semiconductors, specifically silicon carbide and gallium nitride. At 800 volts, traditional silicon based IGBTs hit their physical limits. SiC and GaN devices are the mandatory replacement. Infineon estimates $175,000 of semiconductor content per megawatt of AI rack power, versus almost nothing today and by 2030, power semiconductor content per AI cabinet grows from $15,000 to $115,000+. The names here are Infineon ($IFNNY), ON Semiconductor ($ON), Wolfspeed ($WOLF), Navitas ($NVTS), and STMicroelectronics ($STM). The second layer is power management and conversion. Vertiv ($VRT) is NVIDIA's lead architectural collaborator for the 800V transition, building the hardware that converts grid AC to 800V DC and the DC to DC power shelves for ultra dense racks. Eaton ($ETN) and Monolithic Power Systems ($MPWR) round out this layer. The third layer is grid to site infrastructure, GE Vernova ($GEV) builds the heavy electrical equipment that connects utility power to the data center campus. Orders are running at twice the rate of shipments, the classic leading indicator of sustained multi year revenue growth. The fourth layer is behind the meter power generation like your bloom energy because grid interconnection queues run five years, hyperscalers are bypassing the grid entirely, building dedicated gas, solar and battery systems on site. Make sure to follow me Melvin for more opportunities across the AI supply chain.

Melvin

107,518 görüntüleme • 1 ay önce

This young woman from Georgia, explains to us what’s happening right now in her community. Georgia Power is expanding power lines to support a massive new data center, and they’re using eminent domain to take homes and land from families — including her childhood home behind her. She explains that homeowners have no choice as the utility seizes property by force. This isn’t isolated to Georgia. The explosive growth of data centers is happening across at least 38 states, driven by the massive AI boom as tech giants like Microsoft, Amazon, Google, and Meta build out enormous computing infrastructure. In several states — including Georgia — utilities are using eminent domain to expand high-voltage power lines needed to feed these power-hungry facilities. Have you seen or heard about eminent domain being used for data centers or power lines in your area?

This young woman from Georgia, explains to us what’s happening right now in her community. Georgia Power is expanding power lines to support a massive new data center, and they’re using eminent domain to take homes and land from families — including her childhood home behind her. She explains that homeowners have no choice as the utility seizes property by force. This isn’t isolated to Georgia. The explosive growth of data centers is happening across at least 38 states, driven by the massive AI boom as tech giants like Microsoft, Amazon, Google, and Meta build out enormous computing infrastructure. In several states — including Georgia — utilities are using eminent domain to expand high-voltage power lines needed to feed these power-hungry facilities. Have you seen or heard about eminent domain being used for data centers or power lines in your area?

End3of6Days9 (Helen) 🇺🇸

20,079 görüntüleme • 3 ay önce

The LootGO Compass Whitelist Checker is live! We’ve already given out $75K+. Monad Momentum multiplies that momentum. Compass multiplies it again. ⚡️🥵 This is your key to unlock: ⚡ Permanent Energy Cap Boost 🎮 Stacking Bonuses & Best Booster Benefits 🎁 Exclusive Raffles & Partner Utilities 🪂 Potential Airdrop Booster for $REDACTED token 🏆 Exclusive Frame on Map/Leaderboard 🔓 Early Access & Future Utilities It's proof of being an early LootGO community member, for those who will walk with us (literally) through both bull and bear markets. LootGO Compass Checker link below 👇

The LootGO Compass Whitelist Checker is live! We’ve already given out $75K+. Monad Momentum multiplies that momentum. Compass multiplies it again. ⚡️🥵 This is your key to unlock: ⚡ Permanent Energy Cap Boost 🎮 Stacking Bonuses & Best Booster Benefits 🎁 Exclusive Raffles & Partner Utilities 🪂 Potential Airdrop Booster for $REDACTED token 🏆 Exclusive Frame on Map/Leaderboard 🔓 Early Access & Future Utilities It's proof of being an early LootGO community member, for those who will walk with us (literally) through both bull and bear markets. LootGO Compass Checker link below 👇

LootGO

210,412 görüntüleme • 8 ay önce

🚨 INSIDE THE MADURO OPERATION — THIS CHANGES EVERYTHING ⚡ What really happened behind the scenes in Venezuela? In Part One of this intense conversation, Michael Jaco and Juan O Savin break down the high-stakes operation involving Nicolás Maduro — and why it mirrors historic Special Forces takedowns like Noriega. This isn’t surface-level commentary. They unpack Special Forces tactics, internal intelligence assets, strategic timing, and coordination, revealing how modern operations are executed quietly — with global consequences. What happens in Venezuela is connected to international corruption, narcotics networks, and geopolitical power shifts unfolding right now. This is the intel most people never hear — but need to understand. 🎙️ The full podcast releases TODAY at 4PM PT on Podbean: 📺 Watch the full live video here: 🌐 Michael Jaco’s official site: 🌐 Juan O Savin’s work: ▶️ Subscribe to Michael Jaco on YouTube for PART TWO: This is only Part One — and it sets the stage for what comes next. Stay alert. Stay informed. Stay in the love vibrations. ⚡

🚨 INSIDE THE MADURO OPERATION — THIS CHANGES EVERYTHING ⚡ What really happened behind the scenes in Venezuela? In Part One of this intense conversation, Michael Jaco and Juan O Savin break down the high-stakes operation involving Nicolás Maduro — and why it mirrors historic Special Forces takedowns like Noriega. This isn’t surface-level commentary. They unpack Special Forces tactics, internal intelligence assets, strategic timing, and coordination, revealing how modern operations are executed quietly — with global consequences. What happens in Venezuela is connected to international corruption, narcotics networks, and geopolitical power shifts unfolding right now. This is the intel most people never hear — but need to understand. 🎙️ The full podcast releases TODAY at 4PM PT on Podbean: 📺 Watch the full live video here: 🌐 Michael Jaco’s official site: 🌐 Juan O Savin’s work: ▶️ Subscribe to Michael Jaco on YouTube for PART TWO: This is only Part One — and it sets the stage for what comes next. Stay alert. Stay informed. Stay in the love vibrations. ⚡

Michael Jaco

25,382 görüntüleme • 7 ay önce