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Strategy CEO: AI Accelerated Stretch's Development from Three Years to Eight Months On June 19, 2026, Strategy CEO Phong Le Phong Le stated in an interview with Coinage that AI played a crucial supporting role in the creation of Stretch. He believes that while traditional consultations with banks and...

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18,709 次观看 • 29 天前 •via X (Twitter)

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Strategy CEO: How Do We Decide to Sell Bitcoin? Not an Impulsive Decision On June 19, 2026, Strategy CEO Phong Le Phong Le detailed the internal decision-making process behind selling 32 Bitcoins in an interview with Coinage. He stated that as a NASDAQ-listed company, their actions are never impulsive. The team maps out capital optionality quarterly, runs sophisticated financial models monthly to analyze equity and credit quality, and coordinates daily operations with Michael Saylor and the trading team. Furthermore, they use tools like Grok sentiment analysis on X to ensure every financial move is backed by rigorous data analytics.
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Strategy CEO: How Do We Decide to Sell Bitcoin? Not an Impulsive Decision On June 19, 2026, Strategy CEO Phong Le Phong Le detailed the internal decision-making process behind selling 32 Bitcoins in an interview with Coinage. He stated that as a NASDAQ-listed company, their actions are never impulsive. The team maps out capital optionality quarterly, runs sophisticated financial models monthly to analyze equity and credit quality, and coordinates daily operations with Michael Saylor and the trading team. Furthermore, they use tools like Grok sentiment analysis on X to ensure every financial move is backed by rigorous data analytics.

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19,951 次观看 • 23 天前

Strategy CEO: May sell Bitcoin for long-term shareholder value On May 28, 2026, during an interview with Fox Business, Strategy CEO Phong Le Phong Le stated that while the company's long-term philosophy is to aggregate Bitcoin, they may make week-to-week or day-to-day decisions to sell if it is accretive to shareholders in the long term. He mentioned that utilizing unrealized tax losses due to Bitcoin's volatility for tax planning is a reasonable motive for such sales. Phong Le expressed that despite potential sales at some point, the company will ultimately net increase its overall Bitcoin holdings and Bitcoin per share.
0:48

Strategy CEO: May sell Bitcoin for long-term shareholder value On May 28, 2026, during an interview with Fox Business, Strategy CEO Phong Le Phong Le stated that while the company's long-term philosophy is to aggregate Bitcoin, they may make week-to-week or day-to-day decisions to sell if it is accretive to shareholders in the long term. He mentioned that utilizing unrealized tax losses due to Bitcoin's volatility for tax planning is a reasonable motive for such sales. Phong Le expressed that despite potential sales at some point, the company will ultimately net increase its overall Bitcoin holdings and Bitcoin per share.

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17,350 次观看 • 1 个月前

Strategy CEO: Great Companies Have All Survived "Near-Death Experiences" On June 19, 2026, during an interview with Coinage, when asked about his feelings on watching billions of dollars in paper losses stack up, Strategy CEO Phong Le Phong Le reflected on the company's experience of navigating multiple economic cycles since its founding in 1989. He stated that just as Amazon and Tesla have survived "near-death experiences," it is the low points and tough times that truly define strong leaders and companies. Le believes that the 2022 bear market forged deep resilience within their team. Regarding the massive paper losses, he explained that his steady mindset stems from a firm belief in Bitcoin's underlying logic.
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Strategy CEO: Great Companies Have All Survived "Near-Death Experiences" On June 19, 2026, during an interview with Coinage, when asked about his feelings on watching billions of dollars in paper losses stack up, Strategy CEO Phong Le Phong Le reflected on the company's experience of navigating multiple economic cycles since its founding in 1989. He stated that just as Amazon and Tesla have survived "near-death experiences," it is the low points and tough times that truly define strong leaders and companies. Le believes that the 2022 bear market forged deep resilience within their team. Regarding the massive paper losses, he explained that his steady mindset stems from a firm belief in Bitcoin's underlying logic.

Wu Blockchain

23,655 次观看 • 27 天前

Strategy is proud to announce a strategic partnership with marking an important milestone in their AI journey. Strategy makes AI reliable on enterprise data, and is committed to helping organizations transform data into actionable insights and make faster, more informed decisions. Through this collaboration, we are enabling to further leverage data as a strategic asset across their organization, powered by Strategy Mosaic, our Universal Semantic Layer that gives AI the business context it needs to produce consistent, governed results. This partnership aligns with long-term vision of embedding AI and data-driven decision-making into every aspect of their business. By enhancing their analytical capabilities with Strategy, we are helping to build a stronger foundation for innovation, operational excellence, and customer value. As continues its AI-first journey, Strategy is proud to play a role in supporting their growth and shaping the future of their organization. #AI #SemanticLayer #InsuranceTech #StrategyMosaic
1:10

Strategy is proud to announce a strategic partnership with marking an important milestone in their AI journey. Strategy makes AI reliable on enterprise data, and is committed to helping organizations transform data into actionable insights and make faster, more informed decisions. Through this collaboration, we are enabling to further leverage data as a strategic asset across their organization, powered by Strategy Mosaic, our Universal Semantic Layer that gives AI the business context it needs to produce consistent, governed results. This partnership aligns with long-term vision of embedding AI and data-driven decision-making into every aspect of their business. By enhancing their analytical capabilities with Strategy, we are helping to build a stronger foundation for innovation, operational excellence, and customer value. As continues its AI-first journey, Strategy is proud to play a role in supporting their growth and shaping the future of their organization. #AI #SemanticLayer #InsuranceTech #StrategyMosaic

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54,782 次观看 • 12 天前

JPMorgan CEO slams Clarity Act: Banks won't bow to Coinbase lobbying On May 29, 2026, JPMorgan Chase CEO Jamie Dimon expressed dissatisfaction with the Clarity Act during an interview on Fox Business. He believes the act allows crypto platforms to effectively pay interest on deposits and stablecoins while doing nothing for AML and BSA, leaving it with almost no legal protections. Dimon stated that the banking industry will not accept this approach, warning that such a system would eventually blow up. He stated that the banking industry will fight the bill to the end and firmly refuse to bow down to Coinbase and its CEO, who are actively pushing the bill, claiming that they are spending hundreds of millions of dollars on lobbying in Washington, and considering their claim of representing the entire industry to be full of shit.
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JPMorgan CEO slams Clarity Act: Banks won't bow to Coinbase lobbying On May 29, 2026, JPMorgan Chase CEO Jamie Dimon expressed dissatisfaction with the Clarity Act during an interview on Fox Business. He believes the act allows crypto platforms to effectively pay interest on deposits and stablecoins while doing nothing for AML and BSA, leaving it with almost no legal protections. Dimon stated that the banking industry will not accept this approach, warning that such a system would eventually blow up. He stated that the banking industry will fight the bill to the end and firmly refuse to bow down to Coinbase and its CEO, who are actively pushing the bill, claiming that they are spending hundreds of millions of dollars on lobbying in Washington, and considering their claim of representing the entire industry to be full of shit.

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18,058 次观看 • 1 个月前

Strategy CEO: Bitcoin Will Rise an Average of 21% Per Year Over the Next 21 Years In an interview with What Bitcoin Did on November 28, 2025, Strategy CEO Phong Le discussed Bitcoin's potential performance over the next several years, referencing Michael Saylor's model of "21% annual appreciation for the next 21 years", which he believes is a reasonable long-term expectation. He noted that as long as Bitcoin's long-term returns exceed the S&P 500's 14–15% annualized performance—whether that means 30%, 20%, or even 18%—investors will still benefit.Looking ahead to the next four to five years, he continues to see Bitcoin delivering 40%–50% annualized returns, emphasizing that this growth trajectory is rooted in Bitcoin's fundamentals: non-sovereign nature, technological strength, limited supply, and globally recognized store-of-value properties. Source:
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Strategy CEO: Bitcoin Will Rise an Average of 21% Per Year Over the Next 21 Years In an interview with What Bitcoin Did on November 28, 2025, Strategy CEO Phong Le discussed Bitcoin's potential performance over the next several years, referencing Michael Saylor's model of "21% annual appreciation for the next 21 years", which he believes is a reasonable long-term expectation. He noted that as long as Bitcoin's long-term returns exceed the S&P 500's 14–15% annualized performance—whether that means 30%, 20%, or even 18%—investors will still benefit.Looking ahead to the next four to five years, he continues to see Bitcoin delivering 40%–50% annualized returns, emphasizing that this growth trajectory is rooted in Bitcoin's fundamentals: non-sovereign nature, technological strength, limited supply, and globally recognized store-of-value properties. Source:

Wu Blockchain

26,478 次观看 • 7 个月前

The complete geospatial timelapse of Operation Epic Fury. From the first strikes, to cascading regional shutdowns, to global air and shipping fleets scrambling to reroute. Three years ago this level of data fusion required a dedicated team of GIS engineers and months of dev time. I built it in a weekend with an army of AI agents.
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The complete geospatial timelapse of Operation Epic Fury. From the first strikes, to cascading regional shutdowns, to global air and shipping fleets scrambling to reroute. Three years ago this level of data fusion required a dedicated team of GIS engineers and months of dev time. I built it in a weekend with an army of AI agents.

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19,196 次观看 • 4 个月前

Arthur Hayes: Selling Altcoins Because the AI Trade is About to Peak On June 13, 2026, Arthur Hayes Arthur Hayes stated in an interview with Cointelegraph that he had liquidated his altcoin positions, including HYPE, NEAR, and Worldcoin. Reflecting on his previous macro forecasts, he mentioned that current fiat liquidity did not flow into Bitcoin, but was instead entirely absorbed by the AI sector. Hayes believes the AI narrative is currently facing three problems: the vexing price of energy, the risk of US policy reversals, and the liquidity drain from the mega IPOs of Anthropic and OpenAI. He expressed that it is not as if AI goes down 50%, people have capital to invest in Bitcoin; rather, Bitcoin would get "thrown out with the bathwater." Given these risks are present, he decided to exit.
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Arthur Hayes: Selling Altcoins Because the AI Trade is About to Peak On June 13, 2026, Arthur Hayes Arthur Hayes stated in an interview with Cointelegraph that he had liquidated his altcoin positions, including HYPE, NEAR, and Worldcoin. Reflecting on his previous macro forecasts, he mentioned that current fiat liquidity did not flow into Bitcoin, but was instead entirely absorbed by the AI sector. Hayes believes the AI narrative is currently facing three problems: the vexing price of energy, the risk of US policy reversals, and the liquidity drain from the mega IPOs of Anthropic and OpenAI. He expressed that it is not as if AI goes down 50%, people have capital to invest in Bitcoin; rather, Bitcoin would get "thrown out with the bathwater." Given these risks are present, he decided to exit.

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45,748 次观看 • 1 个月前

"$37 TRILLION AND CHEAP AI": Dmitriev on why Russia will become the center of the world in 10 years 📌 What awaits Russia in 10-15 years? 📌 Why is energy becoming more important than oil? 📌 Who will win the AI ​​race? RDIF CEO Kirill Dmitriev spoke at the Knowledge.First marathon about the role Russia will play in the world in 10-15 years—and why the key to the future lies in energy and artificial intelligence. Russia is already among the world's largest economies and possesses colossal resources—approximately $37 trillion. But the country's greatest asset, according to Dmitriev, is its people: educated, motivated, and talented. He paid special attention to the future of artificial intelligence. He believes AI will become the key factor in global competition, determining the quality of life and level of development for countries. And here, Russia has a significant advantage thanks to one of the cheapest energy sources in the world—a key resource for the development of data centers and neural networks. Dmitriev also emphasized the role of partnerships with countries in the Global South and a new model of cooperation without pressure or sanctions.
2:29

"$37 TRILLION AND CHEAP AI": Dmitriev on why Russia will become the center of the world in 10 years 📌 What awaits Russia in 10-15 years? 📌 Why is energy becoming more important than oil? 📌 Who will win the AI ​​race? RDIF CEO Kirill Dmitriev spoke at the Knowledge.First marathon about the role Russia will play in the world in 10-15 years—and why the key to the future lies in energy and artificial intelligence. Russia is already among the world's largest economies and possesses colossal resources—approximately $37 trillion. But the country's greatest asset, according to Dmitriev, is its people: educated, motivated, and talented. He paid special attention to the future of artificial intelligence. He believes AI will become the key factor in global competition, determining the quality of life and level of development for countries. And here, Russia has a significant advantage thanks to one of the cheapest energy sources in the world—a key resource for the development of data centers and neural networks. Dmitriev also emphasized the role of partnerships with countries in the Global South and a new model of cooperation without pressure or sanctions.

Ignorance, the root and stem of all evil

13,843 次观看 • 2 个月前

Welcome back to The Bitcoin Treasuries Podcast. Presented by Onramp. Today's guest is Phong Le, President and Chief Executive Officer of Strategy, the world's first and largest Bitcoin Treasury Company. We recorded this episode in Phong's office at Strategy Headquarters in Tysons, VA. A huge thank you to the Strategy team for their assistance in coordinating this project. Here's my conversation with Phong Le. 0:00 - Intro 0:32 - Phong’s background and experience at Strategy 2:40 - Serving on Strategy’s Board of Directors and how the Executive Team and Board work together 5:30 - Strategy’s international operations and headcount 6:57 - Strategy’s present day Business Intelligence operations 14:30 - Are Strategy employees Intrapreneurs? 20:44 - What did Phong learn from the last Crypto Winter? 28:35 - If Phong could choose the narrative for Bitcoin, what would it be? 44:34 - Does Phong push back on Treasurers that don’t adopt a Bitcoin Treasury Strategy? 47:39 - Talking KPIs and 53:43 - Should there be more Strategy replicas? 57:06 - Is STRK as successful as initially thought? 1:05:42 - Was the ATM of shares in the Fall too fast? 1:09:04 - Could it make sense for Strategy to buy its own shares back? 1:10:15 - How many people work on the Bitcoin Strategy team? 1:12:30 - How does Strategy measure success for its new Bitcoin advocacy role? 1:15:12 - Will Strategy become the largest and most profitable company in the world?
1:17:45

Welcome back to The Bitcoin Treasuries Podcast. Presented by Onramp. Today's guest is Phong Le, President and Chief Executive Officer of Strategy, the world's first and largest Bitcoin Treasury Company. We recorded this episode in Phong's office at Strategy Headquarters in Tysons, VA. A huge thank you to the Strategy team for their assistance in coordinating this project. Here's my conversation with Phong Le. 0:00 - Intro 0:32 - Phong’s background and experience at Strategy 2:40 - Serving on Strategy’s Board of Directors and how the Executive Team and Board work together 5:30 - Strategy’s international operations and headcount 6:57 - Strategy’s present day Business Intelligence operations 14:30 - Are Strategy employees Intrapreneurs? 20:44 - What did Phong learn from the last Crypto Winter? 28:35 - If Phong could choose the narrative for Bitcoin, what would it be? 44:34 - Does Phong push back on Treasurers that don’t adopt a Bitcoin Treasury Strategy? 47:39 - Talking KPIs and 53:43 - Should there be more Strategy replicas? 57:06 - Is STRK as successful as initially thought? 1:05:42 - Was the ATM of shares in the Fall too fast? 1:09:04 - Could it make sense for Strategy to buy its own shares back? 1:10:15 - How many people work on the Bitcoin Strategy team? 1:12:30 - How does Strategy measure success for its new Bitcoin advocacy role? 1:15:12 - Will Strategy become the largest and most profitable company in the world?

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1,193,074 次观看 • 1 年前

Google DeepMind CEO Demis Hassabis on AI bubble, from his new interview yesterday. Says some AI startups with tens of billions of valuations are wildly overpriced — and a correction may come. AI is overhyped in the short term, underappreciated in the medium to long term. An “AI bubble” exists in parts of the ecosystem, especially seed stage startups raising at tens of billions in valuation before proving anything, which he sees as unsustainable. However, he differentiates that from big tech, where he thinks there is real business value behind the valuations, though outcomes still depend on execution. Booms and corrections are normal for transformative tech, similar to the internet and mobile cycles. --- From 'Google DeepMind and Hannah Fry' YT channel (full link in comment)
0:34

Google DeepMind CEO Demis Hassabis on AI bubble, from his new interview yesterday. Says some AI startups with tens of billions of valuations are wildly overpriced — and a correction may come. AI is overhyped in the short term, underappreciated in the medium to long term. An “AI bubble” exists in parts of the ecosystem, especially seed stage startups raising at tens of billions in valuation before proving anything, which he sees as unsustainable. However, he differentiates that from big tech, where he thinks there is real business value behind the valuations, though outcomes still depend on execution. Booms and corrections are normal for transformative tech, similar to the internet and mobile cycles. --- From 'Google DeepMind and Hannah Fry' YT channel (full link in comment)

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86,114 次观看 • 7 个月前

Elon Musk on which company he would invest in if he was a stock investor: “If I had to pick, it would be AI and robotics — even unrelated to me. I think Google is going to be extremely valuable in the future. They’ve laid the groundwork for an immense amount of value creation from an AI standpoint. NVIDIA is obvious at this point. There’s an argument that companies doing AI, robotics, and maybe space flight are going to capture almost all the value. The output of goods and services from AI and robotics will be so high that it will dwarf everything else.” — Via new Interview with Nikhil Kamath
1:53

Elon Musk on which company he would invest in if he was a stock investor: “If I had to pick, it would be AI and robotics — even unrelated to me. I think Google is going to be extremely valuable in the future. They’ve laid the groundwork for an immense amount of value creation from an AI standpoint. NVIDIA is obvious at this point. There’s an argument that companies doing AI, robotics, and maybe space flight are going to capture almost all the value. The output of goods and services from AI and robotics will be so high that it will dwarf everything else.” — Via new Interview with Nikhil Kamath

Nic Cruz Patane

702,003 次观看 • 7 个月前

M E S S I E R | Aver AI It's a real pleasure to collaborate with Aver AI, a true builder's project that has delivered on its promise by integrating the P2P Exchange into its on-chain #AI agent. This integration allows anyone to buy or sell tokens directly on the P2P Exchange via its on-chain AI #agent, while also providing real-time market analysis, technical insights, and optimized strategy execution. Check out the live showcase below of the first-ever transaction using the AverAI agent and see just how easy it is!
1:25

M E S S I E R | Aver AI It's a real pleasure to collaborate with Aver AI, a true builder's project that has delivered on its promise by integrating the P2P Exchange into its on-chain #AI agent. This integration allows anyone to buy or sell tokens directly on the P2P Exchange via its on-chain AI #agent, while also providing real-time market analysis, technical insights, and optimized strategy execution. Check out the live showcase below of the first-ever transaction using the AverAI agent and see just how easy it is!

MESSIER | M87

26,236 次观看 • 1 年前

I'm thrilled to announce that I'm hiring a Chief of Staff to work as my right-hand person across the three incredible organizations I lead. The official title is Director of Strategy and Business Development, and I’m on the lookout for someone: 🧬 Hungry to make an impact 🧬With a strategic mindset 🧬Backed by biomedical experience—whether that’s in the pharmaceutical industry, a master’s program, a PhD, or beyond This role is perfect for someone ready to dive deep into transformative work and help drive innovation at the intersection of science, strategy, and impact. Click the link below to apply!
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I'm thrilled to announce that I'm hiring a Chief of Staff to work as my right-hand person across the three incredible organizations I lead. The official title is Director of Strategy and Business Development, and I’m on the lookout for someone: 🧬 Hungry to make an impact 🧬With a strategic mindset 🧬Backed by biomedical experience—whether that’s in the pharmaceutical industry, a master’s program, a PhD, or beyond This role is perfect for someone ready to dive deep into transformative work and help drive innovation at the intersection of science, strategy, and impact. Click the link below to apply!

David Fajgenbaum, MD

10,465 次观看 • 1 年前

ARK: SPACEX IS NO LONGER A ROCKET COMPANY After the largest IPO in history, the pitch to investors was about AI, not rockets: - SpaceX now tells investors more than 90% of its future market is AI, not space, after acquiring Elon Musk's xAI, its Grok models, and two of the most powerful data centers on Earth - The strategy is vertical integration: own the launch, the data centers, and the AI, with compute already rented to customers like Anthropic, Google, and Reflection AI - ARK estimates that at scale, sub $100 per kilogram launch costs make orbital data centers 25% cheaper to build than on the ground, in constant sunlight with nearly free energy
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ARK: SPACEX IS NO LONGER A ROCKET COMPANY After the largest IPO in history, the pitch to investors was about AI, not rockets: - SpaceX now tells investors more than 90% of its future market is AI, not space, after acquiring Elon Musk's xAI, its Grok models, and two of the most powerful data centers on Earth - The strategy is vertical integration: own the launch, the data centers, and the AI, with compute already rented to customers like Anthropic, Google, and Reflection AI - ARK estimates that at scale, sub $100 per kilogram launch costs make orbital data centers 25% cheaper to build than on the ground, in constant sunlight with nearly free energy

Ark Invest Tracker

38,111 次观看 • 7 天前

JUST IN: Apple CEO Tim Cook to step down as CEO, will be replaced by John Ternus. Ternus, senior vice president of Hardware Engineering, will become Apple’s CEO effective on September 1, 2026, according to Apple. "It has been the greatest privilege of my life to be the CEO of Apple and to have been trusted to lead such an extraordinary company," Cook said. "I love Apple with all of my being, and I am so grateful to have had the opportunity to work with a team of such ingenious, innovative, creative, and deeply caring people who have been unwavering in their dedication to enriching the lives of our customers and creating the best products and services in the world." "John Ternus has the mind of an engineer, the soul of an innovator, and the heart to lead with integrity and with honor. He is a visionary whose contributions to Apple over 25 years are already too numerous to count, and he is without question the right person to lead Apple into the future." "I could not be more confident in his abilities and his character, and I look forward to working closely with him on this transition and in my new role as executive chairman."
0:20

JUST IN: Apple CEO Tim Cook to step down as CEO, will be replaced by John Ternus. Ternus, senior vice president of Hardware Engineering, will become Apple’s CEO effective on September 1, 2026, according to Apple. "It has been the greatest privilege of my life to be the CEO of Apple and to have been trusted to lead such an extraordinary company," Cook said. "I love Apple with all of my being, and I am so grateful to have had the opportunity to work with a team of such ingenious, innovative, creative, and deeply caring people who have been unwavering in their dedication to enriching the lives of our customers and creating the best products and services in the world." "John Ternus has the mind of an engineer, the soul of an innovator, and the heart to lead with integrity and with honor. He is a visionary whose contributions to Apple over 25 years are already too numerous to count, and he is without question the right person to lead Apple into the future." "I could not be more confident in his abilities and his character, and I look forward to working closely with him on this transition and in my new role as executive chairman."

Collin Rugg

1,763,978 次观看 • 3 个月前

$AMD| $META is using $GOOGL to negotiate 🧵 The Ironwood pod is 5.1–10x more expensive annually ($148.3 million ÷ $14.87–$29.04 million) and 5.1–10x more expensive monthly ($12.36 million ÷ $1.24–$2.42 million) than renting 15 MI450 racks for equivalent compute. The rapidly evolving landscape of artificial intelligence infrastructure presents a complex interplay of technological innovation, market dynamics, and strategic maneuvering among major players. Recent leaked information suggesting that Meta Platforms ($META) might work with Google's Tensor Processing Unit (TPU) in 2027 has sparked speculation about its true intent. This leak is likely a strategic move by Meta to negotiate more favorable terms with AMD , leveraging the competitive dynamics of the AI hardware market to optimize its substantial investment in AI infrastructure. By examining the key elements of this scenario Meta's investment strategy, the comparative advantages of AMD's MI450 and Google's Ironwood TPU, and the broader market context; we can discern the potential beneficiaries and the strategic implications of this information. Meta's aggressive pursuit of AI capabilities is underscored by its planned expenditure of $66-72 billion on AI infrastructure in 2025, with expectations to escalate significantly in 2026. This investment is part of a broader strategy to build "titan clusters" like Prometheus, which are projected to reach 1 gigawatt of compute power by 2026. Such a scale of investment reflects Meta's recognition of the critical role that AI will play in its future growth, particularly in enhancing its social media platforms and developing new AI-driven applications. However, the financial burden of this infrastructure buildout necessitates a careful consideration of cost-effectiveness and scalability, which brings us to the leaked information about potential collaboration with Google's Ironwood TPU. Google's Ironwood TPU, introduced as the seventh-generation ASIC optimized for TensorFlow-based inference, represents a high-cost, cloud-locked solution priced at $445 million per pod (9,216 chips) over three years. This model, while offering significant performance gains and power efficiency, is tailored for pod-scale deployment and integrated with Google's cloud services, limiting flexibility and increasing costs for customers. In contrast, AMD's MI450 GPU, priced at $30,000–$40,000 per unit, provides a modular, open ROCm ecosystem that delivers comparable compute capacity at a fraction of the cost. Renting 15 MI450 racks could achieve similar 42+ exaFLOPS inference compute at 5–10x lower cost than renting a single Ironwood pod, underscoring AMD's competitive edge in terms of total cost of ownership (TCO). The leaked information about Meta's potential TPU deployment in 2027, therefore, can be interpreted as a negotiating tactic rather than a definitive shift in strategy. By signaling interest in Google's solution, Meta may be attempting to pressure AMD into offering more favorable terms/prices for 5-10GW. This tactic aligns with Meta's broader goal to finance most of its AI spend internally while exploring partnerships that can reduce costs and enhance flexibility. The post's emphasis on MI450's TCO advantage and its partnerships with major players like OpenAI, Microsoft, and Meta itself suggests that AMD is a critical component of Meta's AI infrastructure strategy. The threat of working with Google's TPU could prompt AMD to reassess its pricing, provide additional support, or offer incentives to retain Meta as a customer, thereby securing or expanding its market share. From a logical standpoint, Meta stands to benefit the most from this strategy. As a major buyer in a high-stakes market projected to surpass $1 trillion in annual spending by 2030, Meta's negotiating power is significant. The leaked information could lead to substantial cost savings on its $66-72 billion investment, enhancing its financial flexibility and allowing for further investment in AI capabilities. Moreover, this tactic reinforces Meta's position as a leader in the AI infrastructure race, potentially attracting more external financing for its data center projects and strengthening its competitive stance against other hyperscalers like Amazon and Microsoft. AMD could also benefit from this scenario. The negotiation pressure might lead to small short-term concessions, but it could also solidify long-term partnerships with Meta, ensuring continued demand for MI450 and other AI hardware solutions. Initially Meta's 42% allocation to AMD MI300X and its partnerships with Oracle, Dell, and HP indicates a deep integration of AMD's technology into Meta's infrastructure, which could be leveraged to maintain this relationship. For AMD, retaining Meta as a large key customer is crucial to capturing a larger share of the rapidly growing data center infrastructure market, driven by the insatiable demand for AI compute power. Google, on the other hand, faces a more limited benefit from this leaked information. While securing Meta as a customer would reinforce its position in the AI hardware market, the high cost and ecosystem lock-in of the Ironwood TPU might deter Meta from fully committing to this solution. The leaked information could prompt Google to reconsider its pricing or ecosystem strategy to remain competitive, but the immediate impact is likely to be minimal compared to the potential gains for Meta and AMD. Investors and market analysts also stand to benefit from this information, as it provides insights into the competitive dynamics of the AI hardware market. Adjustments in portfolios based on anticipated shifts in market share and profitability could lead to opportunities for those who correctly anticipate outcomes. The negotiation dynamic might introduce volatility, but it also highlights the strategic importance of cost-effective solutions in the AI infrastructure space. Lastly, the leaked information about Meta potentially working with Google's TPU in 2027 is likely a strategic move to negotiate with AMD, leveraging the competitive landscape to optimize its AI infrastructure investment. Meta, as the primary negotiator, stands to gain the most by securing better terms from AMD, reducing costs, and enhancing its financial flexibility. AMD, while initially at risk, could benefit from retaining a key customer and solidifying its market position. Google faces limited immediate benefits but may need to adapt its strategy to remain competitive. This scenario underscores the complex interplay of technology, market dynamics, and strategic maneuvering in the AI hardware market, where cost-effectiveness and scalability are paramount. As the data center infrastructure market continues to grow, the outcomes of such negotiations will shape the future of AI development and deployment.
1:12

$AMD| $META is using $GOOGL to negotiate 🧵 The Ironwood pod is 5.1–10x more expensive annually ($148.3 million ÷ $14.87–$29.04 million) and 5.1–10x more expensive monthly ($12.36 million ÷ $1.24–$2.42 million) than renting 15 MI450 racks for equivalent compute. The rapidly evolving landscape of artificial intelligence infrastructure presents a complex interplay of technological innovation, market dynamics, and strategic maneuvering among major players. Recent leaked information suggesting that Meta Platforms ($META) might work with Google's Tensor Processing Unit (TPU) in 2027 has sparked speculation about its true intent. This leak is likely a strategic move by Meta to negotiate more favorable terms with AMD , leveraging the competitive dynamics of the AI hardware market to optimize its substantial investment in AI infrastructure. By examining the key elements of this scenario Meta's investment strategy, the comparative advantages of AMD's MI450 and Google's Ironwood TPU, and the broader market context; we can discern the potential beneficiaries and the strategic implications of this information. Meta's aggressive pursuit of AI capabilities is underscored by its planned expenditure of $66-72 billion on AI infrastructure in 2025, with expectations to escalate significantly in 2026. This investment is part of a broader strategy to build "titan clusters" like Prometheus, which are projected to reach 1 gigawatt of compute power by 2026. Such a scale of investment reflects Meta's recognition of the critical role that AI will play in its future growth, particularly in enhancing its social media platforms and developing new AI-driven applications. However, the financial burden of this infrastructure buildout necessitates a careful consideration of cost-effectiveness and scalability, which brings us to the leaked information about potential collaboration with Google's Ironwood TPU. Google's Ironwood TPU, introduced as the seventh-generation ASIC optimized for TensorFlow-based inference, represents a high-cost, cloud-locked solution priced at $445 million per pod (9,216 chips) over three years. This model, while offering significant performance gains and power efficiency, is tailored for pod-scale deployment and integrated with Google's cloud services, limiting flexibility and increasing costs for customers. In contrast, AMD's MI450 GPU, priced at $30,000–$40,000 per unit, provides a modular, open ROCm ecosystem that delivers comparable compute capacity at a fraction of the cost. Renting 15 MI450 racks could achieve similar 42+ exaFLOPS inference compute at 5–10x lower cost than renting a single Ironwood pod, underscoring AMD's competitive edge in terms of total cost of ownership (TCO). The leaked information about Meta's potential TPU deployment in 2027, therefore, can be interpreted as a negotiating tactic rather than a definitive shift in strategy. By signaling interest in Google's solution, Meta may be attempting to pressure AMD into offering more favorable terms/prices for 5-10GW. This tactic aligns with Meta's broader goal to finance most of its AI spend internally while exploring partnerships that can reduce costs and enhance flexibility. The post's emphasis on MI450's TCO advantage and its partnerships with major players like OpenAI, Microsoft, and Meta itself suggests that AMD is a critical component of Meta's AI infrastructure strategy. The threat of working with Google's TPU could prompt AMD to reassess its pricing, provide additional support, or offer incentives to retain Meta as a customer, thereby securing or expanding its market share. From a logical standpoint, Meta stands to benefit the most from this strategy. As a major buyer in a high-stakes market projected to surpass $1 trillion in annual spending by 2030, Meta's negotiating power is significant. The leaked information could lead to substantial cost savings on its $66-72 billion investment, enhancing its financial flexibility and allowing for further investment in AI capabilities. Moreover, this tactic reinforces Meta's position as a leader in the AI infrastructure race, potentially attracting more external financing for its data center projects and strengthening its competitive stance against other hyperscalers like Amazon and Microsoft. AMD could also benefit from this scenario. The negotiation pressure might lead to small short-term concessions, but it could also solidify long-term partnerships with Meta, ensuring continued demand for MI450 and other AI hardware solutions. Initially Meta's 42% allocation to AMD MI300X and its partnerships with Oracle, Dell, and HP indicates a deep integration of AMD's technology into Meta's infrastructure, which could be leveraged to maintain this relationship. For AMD, retaining Meta as a large key customer is crucial to capturing a larger share of the rapidly growing data center infrastructure market, driven by the insatiable demand for AI compute power. Google, on the other hand, faces a more limited benefit from this leaked information. While securing Meta as a customer would reinforce its position in the AI hardware market, the high cost and ecosystem lock-in of the Ironwood TPU might deter Meta from fully committing to this solution. The leaked information could prompt Google to reconsider its pricing or ecosystem strategy to remain competitive, but the immediate impact is likely to be minimal compared to the potential gains for Meta and AMD. Investors and market analysts also stand to benefit from this information, as it provides insights into the competitive dynamics of the AI hardware market. Adjustments in portfolios based on anticipated shifts in market share and profitability could lead to opportunities for those who correctly anticipate outcomes. The negotiation dynamic might introduce volatility, but it also highlights the strategic importance of cost-effective solutions in the AI infrastructure space. Lastly, the leaked information about Meta potentially working with Google's TPU in 2027 is likely a strategic move to negotiate with AMD, leveraging the competitive landscape to optimize its AI infrastructure investment. Meta, as the primary negotiator, stands to gain the most by securing better terms from AMD, reducing costs, and enhancing its financial flexibility. AMD, while initially at risk, could benefit from retaining a key customer and solidifying its market position. Google faces limited immediate benefits but may need to adapt its strategy to remain competitive. This scenario underscores the complex interplay of technology, market dynamics, and strategic maneuvering in the AI hardware market, where cost-effectiveness and scalability are paramount. As the data center infrastructure market continues to grow, the outcomes of such negotiations will shape the future of AI development and deployment.

Mike

182,048 次观看 • 7 个月前

"The most realistic scenario of us being a forced seller of Bitcoin is in 2028 when $3.5 billion of prefers come due. And even then, we have other options" Strategy CEO Phong Le on what it would actually take for the company to be a forced seller of Bitcoin "We have about $3.5 billion of converts that come due in 2028 with a high strike price, over $400. If at that point Bitcoin has lost a significant amount of its value and our share price is depressed, we would sell the Bitcoin to satisfy the converts" "That's an edge case, because we could also just refinance those converts. We could equitize it. We're talking 2028, two years out" "I don't see any scenario until then that we become a forced seller of Bitcoin. And even then, we have other opportunities and options"
1:06

"The most realistic scenario of us being a forced seller of Bitcoin is in 2028 when $3.5 billion of prefers come due. And even then, we have other options" Strategy CEO Phong Le on what it would actually take for the company to be a forced seller of Bitcoin "We have about $3.5 billion of converts that come due in 2028 with a high strike price, over $400. If at that point Bitcoin has lost a significant amount of its value and our share price is depressed, we would sell the Bitcoin to satisfy the converts" "That's an edge case, because we could also just refinance those converts. We could equitize it. We're talking 2028, two years out" "I don't see any scenario until then that we become a forced seller of Bitcoin. And even then, we have other opportunities and options"

The Wolf Of All Streets

50,719 次观看 • 1 个月前

🚨JPMORGAN’S STEVE TUSA JUST DROPPED HIS 2026 OUTLOOK, IT’S BULLISH FOR DATA CENTERS🔥 Steve Tusa from JPMorgan has released his 2026 market predictions, with data centers sitting at the center of his outlook. Within the industrials space, he describes data centers as the primary driver, arguing that much of the group’s performance ultimately ties back to the AI and data center buildout. While he acknowledges some recent concern around the sustainability and length of the cycle, his on-the-ground read differs from the narrative that has taken hold in parts of the market. Demand tied to data centers has continued to accelerate through recent months, and he is clear that being materially underexposed to AI data centers is a mistake. In his view, pullbacks should be approached as opportunities rather than warnings. He directly addresses the overbuild debate, which remains a key source of skepticism. According to Tusa, there is no pause in real-world data center construction activity. Order activity has improved in recent weeks and is running stronger than it was around the end of the third quarter. Feedback from hyperscalers suggests supply is still struggling to catch up with demand, reinforcing his belief that the industry remains early in a multi-year buildout rather than late in the cycle. His comment about not seeing any “dark GPUs” sitting idle captures how tight the market still is. From a portfolio perspective, Tusa continues to favor staying with the AI data center buildout trade into 2026. Several data center-exposed industrial names have pulled back, but he views those moves as valuation resets driven by sentiment rather than a deterioration in underlying demand. That reset has created a more attractive entry point than what investors were facing just a few months ago. His preferred setup is a barbell approach. On one side are growth-oriented names with direct exposure to AI infrastructure demand. On the other are idiosyncratic margin expansion stories with some data center leverage, such as Johnson Controls, where he sees earnings growing in the mid-teens to around twenty percent over the next few years at reasonable valuations. Beyond that, he also points to select industrial names with cheaper economic leverage, but the primary focus remains on data center-driven growth and margin expansion. The broader takeaway is that despite skepticism and overbuild chatter, real-world demand, orders, and construction tied to data centers continue to strengthen. From JPMorgan’s perspective, this cycle still has meaningful runway left and is unlikely to be nearing its end anytime soon. $NBIS $IREN $NVDA $ORCL $AMD $GOOGL
5:29

🚨JPMORGAN’S STEVE TUSA JUST DROPPED HIS 2026 OUTLOOK, IT’S BULLISH FOR DATA CENTERS🔥 Steve Tusa from JPMorgan has released his 2026 market predictions, with data centers sitting at the center of his outlook. Within the industrials space, he describes data centers as the primary driver, arguing that much of the group’s performance ultimately ties back to the AI and data center buildout. While he acknowledges some recent concern around the sustainability and length of the cycle, his on-the-ground read differs from the narrative that has taken hold in parts of the market. Demand tied to data centers has continued to accelerate through recent months, and he is clear that being materially underexposed to AI data centers is a mistake. In his view, pullbacks should be approached as opportunities rather than warnings. He directly addresses the overbuild debate, which remains a key source of skepticism. According to Tusa, there is no pause in real-world data center construction activity. Order activity has improved in recent weeks and is running stronger than it was around the end of the third quarter. Feedback from hyperscalers suggests supply is still struggling to catch up with demand, reinforcing his belief that the industry remains early in a multi-year buildout rather than late in the cycle. His comment about not seeing any “dark GPUs” sitting idle captures how tight the market still is. From a portfolio perspective, Tusa continues to favor staying with the AI data center buildout trade into 2026. Several data center-exposed industrial names have pulled back, but he views those moves as valuation resets driven by sentiment rather than a deterioration in underlying demand. That reset has created a more attractive entry point than what investors were facing just a few months ago. His preferred setup is a barbell approach. On one side are growth-oriented names with direct exposure to AI infrastructure demand. On the other are idiosyncratic margin expansion stories with some data center leverage, such as Johnson Controls, where he sees earnings growing in the mid-teens to around twenty percent over the next few years at reasonable valuations. Beyond that, he also points to select industrial names with cheaper economic leverage, but the primary focus remains on data center-driven growth and margin expansion. The broader takeaway is that despite skepticism and overbuild chatter, real-world demand, orders, and construction tied to data centers continue to strengthen. From JPMorgan’s perspective, this cycle still has meaningful runway left and is unlikely to be nearing its end anytime soon. $NBIS $IREN $NVDA $ORCL $AMD $GOOGL

Jordan

56,476 次观看 • 7 个月前