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Not long ago, a bitcoin mine. Today, Helios is an operational AI data center. First data hall delivered to CoreWeave at Helios — Galaxy's data center campus in West Texas, approved to support up to 1.6GW of capacity and one of the largest developments of its kind in North...

1,823,621 次观看 • 5 个月前 •via X (Twitter)

32 条评论

Data Centre Danny 的头像
Data Centre Danny5 个月前

@CoreWeave And there it is… Helios is operational 🫡

Nicolas Flamel 的头像
Nicolas Flamel5 个月前

@CoreWeave It’s a beauty

Rich LoPresti 的头像
Rich LoPresti5 个月前

@CoreWeave

Domain 的头像
Domain5 个月前

@CoreWeave

Rich LoPresti 的头像
Rich LoPresti5 个月前

@CoreWeave

Kevin Simback 🍷 的头像
Kevin Simback 🍷5 个月前

@novogratz @CoreWeave Love to see this, huge congrats on a major milestone So what’s next for Helios?

Sebastian Benkert 的头像
Sebastian Benkert5 个月前

@galaxyoneapp @CoreWeave Congrats 🖤🧑‍🚀

n 的头像
n5 个月前

@CoreWeave the way y’all are speedrunning the end of the world on purpose.

Bitcoin Well 的头像
Bitcoin Well5 个月前

@CoreWeave The best Bitcoin miners were always about cheap power, not Bitcoin itself. Helios pivoting to AI is just the logical endpoint. Bitcoin built the energy infrastructure. The energy needed somewhere to go.

QuixoticQuester🅰️ 的头像
QuixoticQuester🅰️5 个月前

@CoreWeave I’m still down 18% on $GLXY. Plz help I need to buy land.

Skooter McGoo 的头像
Skooter McGoo5 个月前

@CoreWeave

Gains Capital 的头像
Gains Capital5 个月前

@CoreWeave Love it, congrats 👏

Jason Turco 的头像
Jason Turco5 个月前

@CoreWeave Follow the money: AI needs compute. Compute needs data centers. Data centers need power. Power needs infrastructure. Infrastructure needs trades. A former bitcoin mine becoming an AI campus is the chain playing out in real life.

Mr. 10% 的头像
Mr. 10%5 个月前

@CoreWeave

Skooter McGoo 的头像
Skooter McGoo5 个月前

@CoreWeave Anti American sentiment

michael charles 的头像
michael charles5 个月前

@CoreWeave Another water table destroying AI center

Elian X 的头像
Elian X5 个月前

@CoreWeave

P 的头像
P5 个月前

@CoreWeave 実行力さすがです✨️え、ビットコイン掘ってた場所がAI拠点になるのアツすぎでは!?時代の回転早すぎるww

BarackYobamos 的头像
BarackYobamos5 个月前

@RichLoPresti @CoreWeave Only to have to switch back to Bitcoin mining in a couple year.

abbiealsh 的头像
abbiealsh3 个月前

@CoreWeave Sent a DM regarding a marketing partnership!

aeronaut_MY 的头像
aeronaut_MY5 个月前

@CoreWeave Get it going 💪

Jeff Boyd 的头像
Jeff Boyd5 个月前

@CoreWeave The executive scum and shareholder vermin infecting our country must pay for their greed and hubris

dan 的头像
dan3 个月前

@CoreWeave @novogratz why don’t you guys buy out @SolunaHoldings ? You could double your power pipeline… Their market cap is so small, your balance sheet can easily handle it

Sebastian Buzdugan 的头像
Sebastian Buzdugan5 个月前

@CoreWeave gpu supply is easy, cheap power and cooling at 1.6gw is hard

Eddie Bonilla 的头像
Eddie Bonilla5 个月前

@CoreWeave yo, check dm

Gregor 的头像
Gregor5 个月前

@CoreWeave The real bottleneck isn't compute capacity, it's whether the grid infrastructure around West Texas can actually absorb 1.6GW without turning into a liability. What's the transmission situation looking like?

AdaptiveAlph 郝名阿 的头像
AdaptiveAlph 郝名阿5 个月前

@CoreWeave Not what is best for the US 🤷‍♂️ Maybe good for extracting short term profits from average Americans But opportunity cost of switching from Bitcoin mining is not to the best interest of ordinary Americans 🤷‍♂️ Wild decision at expense of normies🤣🤣🤣

Olivia🌸 的头像
Olivia🌸4 个月前

@CoreWeave What's your mind centered on at this moment?

Chriss V🤙🏼🌎 的头像
Chriss V🤙🏼🌎5 个月前

@CoreWeave Is it self powered?

Miner Reddy 的头像
Miner Reddy5 个月前

@CoreWeave How much delivered 50 mw 😄 in how much time

Trireme 的头像
Trireme5 个月前

@CoreWeave Bitcoin mines are turning into AI data centers.

Antonina Norair 的头像
Antonina Norair5 个月前

@CoreWeave Impressive

相关视频

Galaxy plays landlord to the largest single data center in America and the rent just started flowing (save this). "It's the largest single campus data center in America, 1.6 gigawatts. We've already leased out half of that." - CEO, Mike Novogratz. The opportunity = the vast majority of the investing world still sees Galaxy as a crypto trading firm (and that misunderstanding makes the trade). Phase I of the Helios campus in West Texas is complete: 200MW of gross power delivered, 133MW of critical IT load handed to CoreWeave, on budget and on schedule. Rent commenced in Q2 2026, which means Helios revenue hits the P&L as early as next earnings report. That will be the first time Wall Street sees this cash flow in actual reported numbers instead of projections. And the full CoreWeave commitment runs well beyond Phase I. CoreWeave has committed to 526MW of critical IT load across Phases I through III, on 15-year leases with two five-year extension options, expected to generate over $1 billion in average annual revenue. Phase II, another 260MW, is already in greenfield development with data hall deliveries targeted for the first half of 2027. This business model is the part the market is yet to process. Galaxy builds the shell and delivers the power, then hands the building to the tenant, who installs their own chips. Galaxy never buys a single GPU, never takes hardware depreciation risk, and collects contracted rent for 15 years. (That's insane.) Novogratz says this business is probably worth more than half of Galaxy's value today, and it barely existed on the income statement until this quarter. The location is a moat of its own. Helios sits in the middle of nowhere in West Texas, with spare electricity, no community friction, and no noise complaints (all while data center politics turn hostile in nearly every other state). The runway behind it is enormous: over 2,200 acres, approved capacity expanded to 1.63 gigawatts, with the potential to scale to 3.6 gigawatts. So let's stack the catalysts... Half the campus is already leased, and Novogratz expects the full 1.6 gigawatts leased out by the end of summer. The next tenant announcement comes from a position of proven execution, because CoreWeave signed when Galaxy still had to prove it could build, and the on-time delivery changes that negotiating leverage entirely. Galaxy is now a contracted power landlord for AI compute with a crypto business attached, and the stock moved just 3.3% on the news, on a day the Nasdaq was already up 1.4%. Long story longer: the market has not done the work yet. Our PRO team called $HYPE (+55.8%), $HOOD (+63.7%), and $MU (+217%), all before they ran. They've been doing the same with $GLXY (and are continuing to buy). Don't miss their next entry. Milk Road PRO is 33% off for the next 7 days. (That’s 33% off monthly and annual plans for the next year.) Join Milk Road PRO - link in bio: Milk Road

Milk Road

39,268 次观看 • 3 个月前