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September 2025 update from #PolarisForge1 ⚡ Building 1 (100 MW): Final commissioning underway — first 50 MW IT turnover in progress. 🏗️ Building 2 (150 MW): Underground MEP advancing as precast races to cover the footprint. Steady steps toward delivery. $APLD

Applied Digital

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14,765 views • 10 months ago •via X (Twitter)

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This February, Polaris Forge 2 continues to execute to plan. $APLD Building 1 (150 MW Critical IT Load): Precast erection continues as MEP trades mobilize inside the facility to advance interior fitout efforts. Building 2 (150 MW Critical IT Load): Deep foundations will be complete by month end, with concrete foundations and underground MEP installation progressing in parallel. Precision. Speed. On schedule.

This February, Polaris Forge 2 continues to execute to plan. $APLD Building 1 (150 MW Critical IT Load): Precast erection continues as MEP trades mobilize inside the facility to advance interior fitout efforts. Building 2 (150 MW Critical IT Load): Deep foundations will be complete by month end, with concrete foundations and underground MEP installation progressing in parallel. Precision. Speed. On schedule.

Applied Digital

11,921 views • 5 months ago

January sets the tone. Progress continues at Polaris Forge 1. $APLD POLARIS FORGE 1-2 (150 MW Critical IT Load) 🔷 Slab-on-grade complete on the east side; underground work advancing on the west 🔷 CAT generator installation nearing complete, with medium-voltage switchgear and GPS equipment now being installed. 🔷 West-side roofing nearing completion; main data hall piping complete across key gallery areas. POLARIS FORGE 1-3 (150 MW Critical IT Load) 🔷 Foundations and major underground infrastructure nearing completion 🔷 Precast erection underway, officially kicking off vertical construction. Each milestone reflects steady execution as Polaris Forge 1 continues to advance on schedule. #PolarisForge1 #EllendaleND #AIInfrastructure

January sets the tone. Progress continues at Polaris Forge 1. $APLD POLARIS FORGE 1-2 (150 MW Critical IT Load) 🔷 Slab-on-grade complete on the east side; underground work advancing on the west 🔷 CAT generator installation nearing complete, with medium-voltage switchgear and GPS equipment now being installed. 🔷 West-side roofing nearing completion; main data hall piping complete across key gallery areas. POLARIS FORGE 1-3 (150 MW Critical IT Load) 🔷 Foundations and major underground infrastructure nearing completion 🔷 Precast erection underway, officially kicking off vertical construction. Each milestone reflects steady execution as Polaris Forge 1 continues to advance on schedule. #PolarisForge1 #EllendaleND #AIInfrastructure

Applied Digital

13,151 views • 6 months ago

November 2025 Site Update | #PolarisForge1 Winter is here in full effect — and our teams continue driving this project forward with unmatched commitment. $APLD Building 1 (100 MW Critical IT Load) 🔹Both phases of RFS complete 🔹Data halls turned over to tenant 🔹IST completed Building 2 (150 MW Critical IT Load) 🔹Strong exterior + interior progress 🔹SOG pours underway 🔹First CAT generator set 🔹Sitework + U/G utilities pacing strong 🔹Winter roof enclosure entering fabrication Progress here isn’t seasonal — it’s the result of a team built to execute, even in North Dakota winter.

November 2025 Site Update | #PolarisForge1 Winter is here in full effect — and our teams continue driving this project forward with unmatched commitment. $APLD Building 1 (100 MW Critical IT Load) 🔹Both phases of RFS complete 🔹Data halls turned over to tenant 🔹IST completed Building 2 (150 MW Critical IT Load) 🔹Strong exterior + interior progress 🔹SOG pours underway 🔹First CAT generator set 🔹Sitework + U/G utilities pacing strong 🔹Winter roof enclosure entering fabrication Progress here isn’t seasonal — it’s the result of a team built to execute, even in North Dakota winter.

Applied Digital

22,239 views • 8 months ago

May brought continued momentum across Polaris Forge 1 in Ellendale, North Dakota, as the campus moves closer to key operational milestones. $APLD ☀️ PF1-2 | 150 MW Critical IT Load: Customer move-in activities are underway, around-the-clock operations are set to begin in mid-June, and commissioning activities continue to advance toward key operational milestones. Polaris Forge 1-3 | 150 MW Critical IT Load: Construction remains on schedule and is tracking ahead of key milestones. Interior concrete slab work on the west side is nearing completion, and additional construction resources are expected to support the next phase of development. The work happening today is laying the foundation for the next generation of AI.💥

May brought continued momentum across Polaris Forge 1 in Ellendale, North Dakota, as the campus moves closer to key operational milestones. $APLD ☀️ PF1-2 | 150 MW Critical IT Load: Customer move-in activities are underway, around-the-clock operations are set to begin in mid-June, and commissioning activities continue to advance toward key operational milestones. Polaris Forge 1-3 | 150 MW Critical IT Load: Construction remains on schedule and is tracking ahead of key milestones. Interior concrete slab work on the west side is nearing completion, and additional construction resources are expected to support the next phase of development. The work happening today is laying the foundation for the next generation of AI.💥

Applied Digital

10,509 views • 2 months ago

Another MEGA MUMBAI infra project is about to go live — and hardly anyone noticed 🏗️⚡ The 1,000 MW Kudus–Aarey HVDC transmission line is nearing commissioning before March 31 🔌 80 km long, crossing forests 🌳, creeks 🌊 & dense city 🏙️ — 50 km underground ⛏️ Saves 2.3 sq km of land (≈2× Shivaji Park) 📐🌱 Unlocks green power from Gujarat & Rajasthan ♻️☀️⚡ Critical after the 2020 blackout ⚠️ and congested transmission corridors 🔗 With Kharghar–Vikhroli already live, Mumbai secures 2,000 MW of new supply ⚡🏙️

Another MEGA MUMBAI infra project is about to go live — and hardly anyone noticed 🏗️⚡ The 1,000 MW Kudus–Aarey HVDC transmission line is nearing commissioning before March 31 🔌 80 km long, crossing forests 🌳, creeks 🌊 & dense city 🏙️ — 50 km underground ⛏️ Saves 2.3 sq km of land (≈2× Shivaji Park) 📐🌱 Unlocks green power from Gujarat & Rajasthan ♻️☀️⚡ Critical after the 2020 blackout ⚠️ and congested transmission corridors 🔗 With Kharghar–Vikhroli already live, Mumbai secures 2,000 MW of new supply ⚡🏙️

The Indian Index

11,120 views • 6 months ago

SpaceX is 10xing solar power in orbit every few years Here’s the progression for Starlink: • Gen 1 Starlink: ~3,000 satellites generating ~10 MW in orbit • Gen 2 Starlink: ~7,000 satellites generating ~100 MW • Gen 3 Starlink: expected to reach ~1,000 MW - 1 gigawatt of solar power in orbit Starlink was already revolutionary for global internet But the bigger story is that every new generation is also expanding SpaceX’s orbital power infrastructure • More satellites • More bandwidth • More solar power • More capability in orbit This matters because the future is not just satellites for internet It is satellites for communications, sensing, space data networks, and eventually orbital AI compute powered directly by solar SpaceX is not just building Starlink It is building the power and communications backbone for the next era of infrastructure in space

SpaceX is 10xing solar power in orbit every few years Here’s the progression for Starlink: • Gen 1 Starlink: ~3,000 satellites generating ~10 MW in orbit • Gen 2 Starlink: ~7,000 satellites generating ~100 MW • Gen 3 Starlink: expected to reach ~1,000 MW - 1 gigawatt of solar power in orbit Starlink was already revolutionary for global internet But the bigger story is that every new generation is also expanding SpaceX’s orbital power infrastructure • More satellites • More bandwidth • More solar power • More capability in orbit This matters because the future is not just satellites for internet It is satellites for communications, sensing, space data networks, and eventually orbital AI compute powered directly by solar SpaceX is not just building Starlink It is building the power and communications backbone for the next era of infrastructure in space

X Freeze

30,023 views • 2 months ago

$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 views • 1 month ago

🚨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 views • 6 months ago

Spectre AI’s founder steps in front of the camera for Y Combinator . As part of our Y Combinator Summer Batch 2026 application, our founder Sunny Enzo recorded a founder video walking through the Spectre AI app and the direction of the company. Sunny is doxxed, but this is the first time he is appearing on video to speak directly about Spectre AI, the product, and the market intelligence layer we are building. Due to YC’s time format, the video only shows around 5 to 6 features from an ecosystem with 100+ features already built or in progress. A full Spectre AI walkthrough would need far more time. Still, it gives a clear look at where we are heading: AI market intelligence, on-chain data, social intelligence, real-time context, and a cleaner way to understand financial markets through one platform. Another step in taking Spectre AI from product delivery into serious company building.

Spectre AI’s founder steps in front of the camera for Y Combinator . As part of our Y Combinator Summer Batch 2026 application, our founder Sunny Enzo recorded a founder video walking through the Spectre AI app and the direction of the company. Sunny is doxxed, but this is the first time he is appearing on video to speak directly about Spectre AI, the product, and the market intelligence layer we are building. Due to YC’s time format, the video only shows around 5 to 6 features from an ecosystem with 100+ features already built or in progress. A full Spectre AI walkthrough would need far more time. Still, it gives a clear look at where we are heading: AI market intelligence, on-chain data, social intelligence, real-time context, and a cleaner way to understand financial markets through one platform. Another step in taking Spectre AI from product delivery into serious company building.

SPECTRE AI

17,501 views • 3 months ago

FFAI Co-CEO Structure Weekly Update 049 Answering Investor Questions and Interpreting FFAI’s 2025 Annual Report with a 2026 Outlook ① FF has initiated discussions with the California government to collaborate with school districts statewide. Together, we aim to establish AI robotics labs across K–12 education and within the University of California public system, including UCLA and UC Berkeley, building the first scaled EAI education ecosystem in the United States. ② The 2026 target is to deliver 1,000+ robots, advancing the “6-3-3” strategy in phased and structured steps. In the To-C segment, family education will be the primary core scenario, focusing on AI-era education, learning, and growth companionship. ③ With strong support from suppliers and other creditors, FFAI successfully completed approximately $100 million in debt optimization and reduction, ultimately achieving positive stockholders’ equity. ④ In Q1, EAI robotics achieved positive gross margin per unit upon delivery, with the EAI robotics business poised to replicate Tesla’s flywheel effect across EVs, data, and FSD.

FFAI Co-CEO Structure Weekly Update 049 Answering Investor Questions and Interpreting FFAI’s 2025 Annual Report with a 2026 Outlook ① FF has initiated discussions with the California government to collaborate with school districts statewide. Together, we aim to establish AI robotics labs across K–12 education and within the University of California public system, including UCLA and UC Berkeley, building the first scaled EAI education ecosystem in the United States. ② The 2026 target is to deliver 1,000+ robots, advancing the “6-3-3” strategy in phased and structured steps. In the To-C segment, family education will be the primary core scenario, focusing on AI-era education, learning, and growth companionship. ③ With strong support from suppliers and other creditors, FFAI successfully completed approximately $100 million in debt optimization and reduction, ultimately achieving positive stockholders’ equity. ④ In Q1, EAI robotics achieved positive gross margin per unit upon delivery, with the EAI robotics business poised to replicate Tesla’s flywheel effect across EVs, data, and FSD.

YT Jia 贾跃亭

54,762 views • 4 months ago

America imports 100% of its natural graphite. Titan Mining is changing that as the first end-to-end natural flake graphite producer in the U.S. in 70+ years. As America accelerates efforts to secure domestic supply chains for critical minerals, Titan Mining Corporation is changing that as the first end-to-end natural flake graphite producer in the U.S. in 70+ years. Fourth-largest zinc producer in the United States. Expanding into graphite and germanium. With operations in upstate New York, Titan is building a critical minerals hub focused on materials essential to: - Defense & communications systems - Batteries & energy storage - AI & semiconductors Now scaling toward: • ~40,000 tonnes of graphite production capacity • Supplying ~50% of U.S. domestic graphite demand • Recovering germanium from existing zinc streams • Advancing projects backed by U.S. government support Critical minerals are no longer just commodities - they’re strategic assets. Watch the full feature on BTV. Learn More:

America imports 100% of its natural graphite. Titan Mining is changing that as the first end-to-end natural flake graphite producer in the U.S. in 70+ years. As America accelerates efforts to secure domestic supply chains for critical minerals, Titan Mining Corporation is changing that as the first end-to-end natural flake graphite producer in the U.S. in 70+ years. Fourth-largest zinc producer in the United States. Expanding into graphite and germanium. With operations in upstate New York, Titan is building a critical minerals hub focused on materials essential to: - Defense & communications systems - Batteries & energy storage - AI & semiconductors Now scaling toward: • ~40,000 tonnes of graphite production capacity • Supplying ~50% of U.S. domestic graphite demand • Recovering germanium from existing zinc streams • Advancing projects backed by U.S. government support Critical minerals are no longer just commodities - they’re strategic assets. Watch the full feature on BTV. Learn More:

BTV & CEO Clips

51,491 views • 2 months ago

🚨 $BTC IS FOOLING EVERYONE... BTC has spent 2+ months inside an ascending channel, slowly printing higher highs... First target was CME GAP ( $79.4k-$81k ), which has already been filled - but what comes next? Market showed a sharp rejection while building liquidity near ~$82K So here’s my plan for the next 2-3 months: 1. Pullback toward $73K-$74K 2. Liquidity sweep near $83K 3. Breakdown from "ascending channel" + dump toward $70K 4. New lows around $60K What’s forming right now doesn’t look like a new bull run It looks like a classic bull trap designed to pull in late buyers... Stay cautious - turn on notifs, I’ll update

🚨 $BTC IS FOOLING EVERYONE... BTC has spent 2+ months inside an ascending channel, slowly printing higher highs... First target was CME GAP ( $79.4k-$81k ), which has already been filled - but what comes next? Market showed a sharp rejection while building liquidity near ~$82K So here’s my plan for the next 2-3 months: 1. Pullback toward $73K-$74K 2. Liquidity sweep near $83K 3. Breakdown from "ascending channel" + dump toward $70K 4. New lows around $60K What’s forming right now doesn’t look like a new bull run It looks like a classic bull trap designed to pull in late buyers... Stay cautious - turn on notifs, I’ll update

Aralez 🐕

179,622 views • 2 months ago

🔴 GAZA OPERATIONAL UPDATE 08:40 – IDF Announcement on the Humanitarian Zone in Khan Yunis: In light of the expansion of the maneuver in Gaza City and the takeover of Hamas terror strongholds as part of Operation Gideon’s Chariots II, the IDF announces today, September 6, 2025, the establishment of the humanitarian zone in Khan Yunis. The humanitarian zone includes essential humanitarian infrastructure such as field hospitals, water pipelines and desalination facilities, along with the continued supply of food, tents, medicine, and medical equipment, to be brought in under COGAT coordination with the international community. Humanitarian aid efforts in the zone and the adaptation of infrastructure will continue on an ongoing basis in cooperation with the UN and international organizations, in parallel with the expansion of the maneuver. ⸻ 12:20 – Additional Evacuation for a High-Rise Building in the Gaza Strip: The IDF Spokesperson in Arabic issued an urgent warning to residents of Gaza City in blocks 726, 727, 784, and 786, and especially those in the building marked in red in the image and the nearby tents: “You must immediately evacuate southward to the humanitarian zone in Al-Mawasi, Khan Yunis, for your safety.” ⸻ 12:30 – Hamas Orders Residents Not to Evacuate and to Sacrifice Their Blood for Gaza. ⸻ 13:20 – Strike on the Al-Susi High-Rise Building: Under the command of Southern Command, the IDF struck a high-rise building used by the Hamas terror organization in Gaza City. Hamas terrorists had installed intelligence-gathering equipment in the building and set up observation posts to track the locations of IDF forces in the area. As part of its preparations for the IDF’s maneuver in the sector, Hamas operatives planted numerous explosive devices near the building, intended to harm IDF forces. In addition, Hamas established an underground infrastructure adjacent to the building, from which its operatives directed terrorist activity through tunnels. Prior to the strike, steps were taken to minimize the risk of civilian casualties, including warning the population, using precision munitions, conducting aerial surveillance, and relying on additional intelligence. The terror organizations in the Strip systematically violate international law, cruelly exploiting civilian institutions and the population as human shields for their terror operations.

🔴 GAZA OPERATIONAL UPDATE 08:40 – IDF Announcement on the Humanitarian Zone in Khan Yunis: In light of the expansion of the maneuver in Gaza City and the takeover of Hamas terror strongholds as part of Operation Gideon’s Chariots II, the IDF announces today, September 6, 2025, the establishment of the humanitarian zone in Khan Yunis. The humanitarian zone includes essential humanitarian infrastructure such as field hospitals, water pipelines and desalination facilities, along with the continued supply of food, tents, medicine, and medical equipment, to be brought in under COGAT coordination with the international community. Humanitarian aid efforts in the zone and the adaptation of infrastructure will continue on an ongoing basis in cooperation with the UN and international organizations, in parallel with the expansion of the maneuver. ⸻ 12:20 – Additional Evacuation for a High-Rise Building in the Gaza Strip: The IDF Spokesperson in Arabic issued an urgent warning to residents of Gaza City in blocks 726, 727, 784, and 786, and especially those in the building marked in red in the image and the nearby tents: “You must immediately evacuate southward to the humanitarian zone in Al-Mawasi, Khan Yunis, for your safety.” ⸻ 12:30 – Hamas Orders Residents Not to Evacuate and to Sacrifice Their Blood for Gaza. ⸻ 13:20 – Strike on the Al-Susi High-Rise Building: Under the command of Southern Command, the IDF struck a high-rise building used by the Hamas terror organization in Gaza City. Hamas terrorists had installed intelligence-gathering equipment in the building and set up observation posts to track the locations of IDF forces in the area. As part of its preparations for the IDF’s maneuver in the sector, Hamas operatives planted numerous explosive devices near the building, intended to harm IDF forces. In addition, Hamas established an underground infrastructure adjacent to the building, from which its operatives directed terrorist activity through tunnels. Prior to the strike, steps were taken to minimize the risk of civilian casualties, including warning the population, using precision munitions, conducting aerial surveillance, and relying on additional intelligence. The terror organizations in the Strip systematically violate international law, cruelly exploiting civilian institutions and the population as human shields for their terror operations.

Voice From The East

41,451 views • 11 months ago

💥Simplest guide of MovementLabs Testnet u see on Internet👇 for minimum eligibility ❌No investment ❌No need to install 3 wallets ❌No stressful testnet tasks 💰$41M funding ✅Binance backed ✅Confirmed #Airdrop 📝MoveDrop breakdown ✌️divided majorly in 2 1️⃣Devs 2️⃣Everyone ( Building the Parthenon) 😁Under everyone there r 5 Guilds 🗺️U can win 5 resources in Each Guild 👇5 Resource earning breakdown 🏗️10% progress 🏗️25% 🏗️50% 🏗️75% 🏗️100% 💡Out of 5 Guilds Explorers is the easiest one ✅U can earn 4 resources without stressful testnet 🐦Only social tasks 🧮Just complete 75% tasks 👇Steps 🔗 ✅Login with Galxe ✅Go to quest tab ✅Select "progress" ✅Select "Explorers" ✅Now u see only Explorer quests ✅All r Simple Twitter follow & Discord join tasks 💥Done 📝By completing 75% of Explorer guild u do a total of 25% of available quests (75/300) 🧑‍🎓Founder told only 10% is enough for minimum Airdrop eligibility 😁So we out performed with only social task ⚠️Expect bugs & glitches ⚠️Yesterday Galxe link issues ⚠️Today Galxe progress update issue 📝If u want testnet Guide task demo, I am working on Testnet guild guide, but due to multiple bugs on quest page recording demo taking longer 🔜I will try to post full guide in 3 languages very soon 💙Like 🔁RT

💥Simplest guide of MovementLabs Testnet u see on Internet👇 for minimum eligibility ❌No investment ❌No need to install 3 wallets ❌No stressful testnet tasks 💰$41M funding ✅Binance backed ✅Confirmed #Airdrop 📝MoveDrop breakdown ✌️divided majorly in 2 1️⃣Devs 2️⃣Everyone ( Building the Parthenon) 😁Under everyone there r 5 Guilds 🗺️U can win 5 resources in Each Guild 👇5 Resource earning breakdown 🏗️10% progress 🏗️25% 🏗️50% 🏗️75% 🏗️100% 💡Out of 5 Guilds Explorers is the easiest one ✅U can earn 4 resources without stressful testnet 🐦Only social tasks 🧮Just complete 75% tasks 👇Steps 🔗 ✅Login with Galxe ✅Go to quest tab ✅Select "progress" ✅Select "Explorers" ✅Now u see only Explorer quests ✅All r Simple Twitter follow & Discord join tasks 💥Done 📝By completing 75% of Explorer guild u do a total of 25% of available quests (75/300) 🧑‍🎓Founder told only 10% is enough for minimum Airdrop eligibility 😁So we out performed with only social task ⚠️Expect bugs & glitches ⚠️Yesterday Galxe link issues ⚠️Today Galxe progress update issue 📝If u want testnet Guide task demo, I am working on Testnet guild guide, but due to multiple bugs on quest page recording demo taking longer 🔜I will try to post full guide in 3 languages very soon 💙Like 🔁RT

CryptoTelugu

102,725 views • 2 years ago

Elon is a genius and there's no other way to explain what he built. The bears biggest argument against SpaceX's $1.75–2 trillion IPO valuation has always been the orbital data center play. Space based compute is unproven, technically complex, and expensive at a scale that defies easy modeling. SpaceX's own S-1 acknowledged it directly that these data centers may not achieve commercial viability. Critics were right to flag it as speculative but what they missed was that Elon was already building the hedge. While the debate about orbital compute was still theoretical, he was assembling the largest terrestrial AI infrastructure footprint on Earth. Colossus 1, now leased to Anthropic houses 230,000+ GPUs at 500 MW. Colossus 2 (Macro-Hard) runs 550,000 Blackwell GPUs targeting over 1 gigawatt enough to power roughly 750,000 American homes. The third facility, Macro-Harder, adds another ~500 MW of capacity across 810,000 square feet in Southaven, Mississippi, pushing the total campus toward 2 gigawatts and over 1 million GPUs. He secured all of this, the land, the power contracts, the chips before the rest of the market understood that power and compute would become the single most constrained resource in the AI economy. Now that constraint is everywhere and he owns the supply. Starlink is already generating $11.4 billion in annual revenue with 63% EBITDA margins and 10 million+ subscribers. The company is projecting $20 billion in total revenue across the combined entity in 2026 and that existing cash engine now funds the entire AI buildout and the Anthropic compute deal alone is estimated to generate an incremental $4–5 billion in revenue this year. The orbital data center bet may still pay off on top of all of this. But it doesn't have to, the terrestrial capacity alone, at current utilization rates, subsidizes Grok training, generates hyperscaler revenue, and floors the SpaceX valuation story against every bear case scenario. Elon didn't just build rockets but rather he built the infrastructure layer that the entire AI industry now depends on and then started selling access to the people who need it most. Go PRO at Milk Road to see how our analysts are positioning for what could become the trade of a lifetime, the SpaceX IPO and the AI infrastructure supercycle. Link below!

Elon is a genius and there's no other way to explain what he built. The bears biggest argument against SpaceX's $1.75–2 trillion IPO valuation has always been the orbital data center play. Space based compute is unproven, technically complex, and expensive at a scale that defies easy modeling. SpaceX's own S-1 acknowledged it directly that these data centers may not achieve commercial viability. Critics were right to flag it as speculative but what they missed was that Elon was already building the hedge. While the debate about orbital compute was still theoretical, he was assembling the largest terrestrial AI infrastructure footprint on Earth. Colossus 1, now leased to Anthropic houses 230,000+ GPUs at 500 MW. Colossus 2 (Macro-Hard) runs 550,000 Blackwell GPUs targeting over 1 gigawatt enough to power roughly 750,000 American homes. The third facility, Macro-Harder, adds another ~500 MW of capacity across 810,000 square feet in Southaven, Mississippi, pushing the total campus toward 2 gigawatts and over 1 million GPUs. He secured all of this, the land, the power contracts, the chips before the rest of the market understood that power and compute would become the single most constrained resource in the AI economy. Now that constraint is everywhere and he owns the supply. Starlink is already generating $11.4 billion in annual revenue with 63% EBITDA margins and 10 million+ subscribers. The company is projecting $20 billion in total revenue across the combined entity in 2026 and that existing cash engine now funds the entire AI buildout and the Anthropic compute deal alone is estimated to generate an incremental $4–5 billion in revenue this year. The orbital data center bet may still pay off on top of all of this. But it doesn't have to, the terrestrial capacity alone, at current utilization rates, subsidizes Grok training, generates hyperscaler revenue, and floors the SpaceX valuation story against every bear case scenario. Elon didn't just build rockets but rather he built the infrastructure layer that the entire AI industry now depends on and then started selling access to the people who need it most. Go PRO at Milk Road to see how our analysts are positioning for what could become the trade of a lifetime, the SpaceX IPO and the AI infrastructure supercycle. Link below!

Milk Road AI

63,920 views • 3 months ago

🚨 $BTC DUMP IS CLOSER THAN IT SEEMS... Market is stuck in a classic bearish dead-cat bounce before next move to fresh lows... Price broke down from $82k range with a strong short impulse as whales continue unloading positions Distribution phase is already underway - here’s my plan for near term: 1. Bounce toward $78k 2. Short period of consolidation 3. Massive drop below $60k + final bottom formation Retail keeps calling bottom, but experienced traders know this phase is often followed by another major leg down... Don’t get trapped by the whales - turn on notifs, I’ll update

🚨 $BTC DUMP IS CLOSER THAN IT SEEMS... Market is stuck in a classic bearish dead-cat bounce before next move to fresh lows... Price broke down from $82k range with a strong short impulse as whales continue unloading positions Distribution phase is already underway - here’s my plan for near term: 1. Bounce toward $78k 2. Short period of consolidation 3. Massive drop below $60k + final bottom formation Retail keeps calling bottom, but experienced traders know this phase is often followed by another major leg down... Don’t get trapped by the whales - turn on notifs, I’ll update

Klarck

52,025 views • 2 months ago

Today, we laid the physics foundation for our ARC fusion power plant. ⚛️ With 5 deeply researched papers — validated by independent peer review and published in the Journal of Plasma Physics — we’ve shown we've nailed the scientific basics of producing copious amounts of fusion power. The collective assessment from our 58 co-authors? This machine will work. No scientific breakthroughs are required to bring this clean, secure, abundant source of energy to the grid. Here is how we're handling fusion's biggest challenges: ⚡ Powering the Grid: Using extremely strong magnets, ARC will confine the plasma long enough to generate 1.1 GW of fusion power. We'll convert that into 400 MW of continuous net electricity — enough to power ~280,000 average American homes. 🛡️ Handling Heat Exhaust: To control a superhot, unruly cloud of charged particles, we're utilizing proven methods to safely handle the heat exhaust that acts as a key practical constraint for tokamaks. ✅ Managing Disruptions: We aren't trying to build an operationally perfect machine. We are pragmatically designing ARC to safely handle disruptions and keep the plasma stable for top performance. 🏗️ Proving the Approach: We're building on decades of tokamak research and supercomputer simulations. And we're proving our approach right now with SPARC, the tokamak we are actively building in Massachusetts. With our transparency, you don’t have to take our assertions on faith. We are really pushing fusion forward.

Today, we laid the physics foundation for our ARC fusion power plant. ⚛️ With 5 deeply researched papers — validated by independent peer review and published in the Journal of Plasma Physics — we’ve shown we've nailed the scientific basics of producing copious amounts of fusion power. The collective assessment from our 58 co-authors? This machine will work. No scientific breakthroughs are required to bring this clean, secure, abundant source of energy to the grid. Here is how we're handling fusion's biggest challenges: ⚡ Powering the Grid: Using extremely strong magnets, ARC will confine the plasma long enough to generate 1.1 GW of fusion power. We'll convert that into 400 MW of continuous net electricity — enough to power ~280,000 average American homes. 🛡️ Handling Heat Exhaust: To control a superhot, unruly cloud of charged particles, we're utilizing proven methods to safely handle the heat exhaust that acts as a key practical constraint for tokamaks. ✅ Managing Disruptions: We aren't trying to build an operationally perfect machine. We are pragmatically designing ARC to safely handle disruptions and keep the plasma stable for top performance. 🏗️ Proving the Approach: We're building on decades of tokamak research and supercomputer simulations. And we're proving our approach right now with SPARC, the tokamak we are actively building in Massachusetts. With our transparency, you don’t have to take our assertions on faith. We are really pushing fusion forward.

Commonwealth Fusion Systems

11,095 views • 2 months ago

E176: Eric Larchevêque - Why Bitcoin Is the Only Money You Actually Own Eric Larchevêque is the co-founder of Ledger, the hardware wallet used to secure billions in crypto worldwide. He built his first company from zero, sold it for €27 million, lost his savings in a Latvian bank collapse, had his gold bars confiscated by a Luxembourg bank, and went 100% Bitcoin in 2013. He's now building TBSO - La Société Bitcoin - a publicly listed company co-founded with NBA legend Tony Parker Timestamps: 0:00 Introduction 2:00 Eric’s First Podcast In English 2:32 Where Does Eric’s Optimism Come From 3:31 The First Thing Eric Thinks Of Every Morning 4:03 What Eric’s AI Agents Do 5:47 What Does Eric Do & Why 6:53 Are The Majority Of People Ready For Responsibility? 8:01 Why People Need To Hit A wall 9:42 When Did Eric Take Responsibility For His Future? 11:48 Eric Had No Idea What Building A Company Meant 12:39 Who Is Eric Larcheveque? 13:21 Eric’s First Major Leap For His Company 14:30 What Will Become A Commodity In 5+ Years 18:21 Going From Building Websites To Bitcoin 27:31 Partnerships: Trezor @BitwiseInvest 28:17 Why Eric Went All In On Bitcoin 34:37 Did Eric Question The Volatility Of Bitcoin 38:52 Eric Believes He Could Still Be Wrong About Bitcoin 40:24 100% Of Eric’s Liquid Networth Is In Bitcoin 41:39 Eric’s Explanation Of Bitcoin & Time Preference 46:50 Why Look At Bitcoin As A Long-Term Asset Only 49:59 You Should Build A Bitcoin Strategy 53:07 Where Does Bitcoin Go In 10 Years 54:47 What Does A Bitcoin Dominant World Look Like 59:24 Partnership: KAST 1:00:12 Why Bitcoin Will Never Hit 0 1:03:54 How To Understand Bitcoin, Explained Simply 1:10:47 What Eric Learned While Building Ledger 1:16:03 Co-Founder Kidnapping Discussion & Advice 1:23:11 How Eric Sleeps Knowing Bad Situations Happen 1:25:56 Why Eric Stays In France 1:27:23 Partnerships: Jupiter Ethena 1:28:07 What Is The Bitcoin Society 1:32:25 Who’s Backing Bitcoin Society 1:32:51 What Does Tony Parker Do With Bitcoin? 1:33:46 Eric’s View On Learning To Learn 1:34:38 Why Eric Creates Videos When He Could Chill 1:37:19 Is Eric Building A Personal Brand? 1:39:00 Does Eric Feel Happier Now With Money? 1:40:04 Being An Entrepreneur Requires Sacrifice 1:41:22 Experiences Over Buying Extra Bitcoin 1:44:06 Do Everything To Achieve This One Thing 1:45:11 Closing Thoughts

MR SHIFT 🦁

103,729 views • 1 month ago

🔮 BioXP Update: Expiry Halt and Next Steps We are making some immediate updates to the BioXP system after receiving feedback from the community and as we prepare for the next phase of the Bio Launchpad (Season 2). To recap: BioXP usually expires 14 days after it has been issued to reduce XP concentration, and ensure launches stay fair & accessible. Updates: 1. XP expiry will be stopped immediately. Expiration of XP will be halted. This pause will remain in place while launches are on hold. 2. BioXP that expired from October 17 onward (14 days after the last launch on Oct 3) will be returned to users. 3. BioXP earned from Oct 3 until the upcoming launch of Season 2 will stay valid and count toward rewards at the start of Season 2. 4. BioXP that expired before Oct 17 (including XP earned before the last launch on Oct 3) will remain expired. These points were part of the most recent round of launches and will therefore not be reinstated. 4. Yapping XP remains paused; and staking is the only way to earn BioXP. Yapping XP in its previous format is ending in favor of new ways to reward creators being released with Season 2. A larger update will follow soon detailing the new launch and XP mechanics in Season 2, including putting BIO staking at the center of the XP system, transparent staking formulas & more. Thank you for your patience and continued trust in building Bio together.

🔮 BioXP Update: Expiry Halt and Next Steps We are making some immediate updates to the BioXP system after receiving feedback from the community and as we prepare for the next phase of the Bio Launchpad (Season 2). To recap: BioXP usually expires 14 days after it has been issued to reduce XP concentration, and ensure launches stay fair & accessible. Updates: 1. XP expiry will be stopped immediately. Expiration of XP will be halted. This pause will remain in place while launches are on hold. 2. BioXP that expired from October 17 onward (14 days after the last launch on Oct 3) will be returned to users. 3. BioXP earned from Oct 3 until the upcoming launch of Season 2 will stay valid and count toward rewards at the start of Season 2. 4. BioXP that expired before Oct 17 (including XP earned before the last launch on Oct 3) will remain expired. These points were part of the most recent round of launches and will therefore not be reinstated. 4. Yapping XP remains paused; and staking is the only way to earn BioXP. Yapping XP in its previous format is ending in favor of new ways to reward creators being released with Season 2. A larger update will follow soon detailing the new launch and XP mechanics in Season 2, including putting BIO staking at the center of the XP system, transparent staking formulas & more. Thank you for your patience and continued trust in building Bio together.

Bio Protocol

255,150 views • 9 months ago

The Department of Energy has formally approved our Preliminary Documented Safety Analysis (PDSA) for the Mark-0 reactor—our first demonstration reactor, scheduled to go live before July 4, 2026. Mark-0 will validate fueling operations, reactor controls, and core physics. This demonstration is a critical step toward generating electricity from advanced microreactors. Mark-0 uses a full-scale core and the same facility and fuel that will support our next reactor test in 2027. The PDSA defines the preliminary safety basis for the reactor, facility, and planned operations, demonstrating that our approach meets DOE expectations at this stage. This approval validates our safety case and establishes a clear pathway to final acceptance as we prepare for fabrication, assembly, and installation. Mark-0 will be tested at Idaho National Laboratory in Building 793—now the Reactors and Critical Experiments facility—a site with deep nuclear history. Decades ago, this building housed ML-1, the Army’s first mobile nuclear reactor. Today, it supports the next generation of deployable nuclear power. We find the historical relevance fitting and inspiring, as Antares develops a similar-scale microreactor to meet Army operational and installation needs. Since 2024, we’ve worked to establish this facility as an enduring testbed, enabling rapid progress without the need for groundbreaking construction. We’re grateful for our partners at DOE and INL, and for leaders like Congressman Mike Simpson who continue to support the American nuclear renaissance.

The Department of Energy has formally approved our Preliminary Documented Safety Analysis (PDSA) for the Mark-0 reactor—our first demonstration reactor, scheduled to go live before July 4, 2026. Mark-0 will validate fueling operations, reactor controls, and core physics. This demonstration is a critical step toward generating electricity from advanced microreactors. Mark-0 uses a full-scale core and the same facility and fuel that will support our next reactor test in 2027. The PDSA defines the preliminary safety basis for the reactor, facility, and planned operations, demonstrating that our approach meets DOE expectations at this stage. This approval validates our safety case and establishes a clear pathway to final acceptance as we prepare for fabrication, assembly, and installation. Mark-0 will be tested at Idaho National Laboratory in Building 793—now the Reactors and Critical Experiments facility—a site with deep nuclear history. Decades ago, this building housed ML-1, the Army’s first mobile nuclear reactor. Today, it supports the next generation of deployable nuclear power. We find the historical relevance fitting and inspiring, as Antares develops a similar-scale microreactor to meet Army operational and installation needs. Since 2024, we’ve worked to establish this facility as an enduring testbed, enabling rapid progress without the need for groundbreaking construction. We’re grateful for our partners at DOE and INL, and for leaders like Congressman Mike Simpson who continue to support the American nuclear renaissance.

Antares

16,481 views • 6 months ago