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We just expanded our Nebraska footprint with a second data center, 42 MW. 35 MW accessible now. Full capacity underway. Historical net power cost: under ~$40/MWh.

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MARA

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Our collaboration with MPLX allows us to leverage lower-cost local natural gas resources and build the foundation for high-performance, efficient data center campuses, with an initial capacity of ~400 MW and the potential to scale up to ~1.5 GW. MARA CEO Fred Thiel shares more:
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Our collaboration with MPLX allows us to leverage lower-cost local natural gas resources and build the foundation for high-performance, efficient data center campuses, with an initial capacity of ~400 MW and the potential to scale up to ~1.5 GW. MARA CEO Fred Thiel shares more:

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From relisting on Nasdaq Exchange to becoming a trusted leader for HPC at scale, 2024 was a year of milestones: ✅ Relisted on Nasdaq ✅ Delivered first 16 MW of #HPC capacity ahead of schedule ✅ Added 100+ MW of infrastructure for #Bitcoin mining ✅ Scaled total power capacity to ~1,300 MW ✅ Began design of next-generation Bitcoin mining technology ✅ Secured 2024's largest HPC hosting agreement ✅ Expanded footprint with strategic data centers in Austin, TX and Auburn, AL ✅ Broke ground on a new 100 MW HPC data center in Muskogee, OK ✅ Began strategic facility upgrades for HPC optimization We were just getting started in 2024. We look forward to an even stronger 2025!
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Last week, we unveiled Redwood Energy: our new business that repurposes EV battery packs into low-cost, fast, and scalable energy storage. We just built a 12 MW and 63 MWh microgrid — the largest second-life battery deployment in the world and the largest microgrid in North America, powering a data center for Crusoe. The system demonstrates exactly what Redwood Energy is designed to do: bring resilient, low-cost power to market, fast.

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Powering up in Paraguay! We continue our international expansion with a 27 MW #Bitcoin mining project powered by 100% hydro energy. Read the full press release:
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Powering up in Paraguay! We continue our international expansion with a 27 MW #Bitcoin mining project powered by 100% hydro energy. Read the full press release:

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MARA expands its AI infrastructure pipeline by entering into an agreement to acquire Long Ridge Energy & Power, which owns, among other assets, a highly efficient 505 MW nameplate CCGT power plant and over 1,600 contiguous acres in one of the world’s largest AI and data center infrastructure markets. Read the full release:
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MARA expands its AI infrastructure pipeline by entering into an agreement to acquire Long Ridge Energy & Power, which owns, among other assets, a highly efficient 505 MW nameplate CCGT power plant and over 1,600 contiguous acres in one of the world’s largest AI and data center infrastructure markets. Read the full release:

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

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Flyover of what’s now TeraWulf’s newest expansion site in Abernathy, TX - originally marketed as a 600 MW data center site near Lubbock on the SPP grid. 120 acres with 345 kV interconnect, $0.025 kWh power, on-site cooling wells, and 10 GB fiber capacity (per the original listing). Now the site of TeraWulf’s 168 MW JV with @fluidstackio, backed by Google and targeting H2 2026 ⚡️ Credit to Perry Lin for spotting the original Outlaw Ventures LinkedIn account.
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The future is truly solar ☀️🎛️ Aligning with India's COP26 commitments, Assam is taking giant strides to generate solar energy and reduce carbon footprint. This 70 MW Solar Power Project, coming up at a cost of ₹320cr in Dhubri will greatly boost our energy goals ⚡
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The future is truly solar ☀️🎛️ Aligning with India's COP26 commitments, Assam is taking giant strides to generate solar energy and reduce carbon footprint. This 70 MW Solar Power Project, coming up at a cost of ₹320cr in Dhubri will greatly boost our energy goals ⚡

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46,358 Aufrufe • vor 8 Monaten

Revolutionising Agriculture: Empowering Farmers with Sustainable and Affordable Solar Energy!🌱 Inaugurated 2 projects with a total capacity of 6 MW Projects under the ‘Mukhyamantri Saur Krishi Vahini Yojana 2.0’ for the farmers including : ✅4 MW capacity project at Umbarda Bazaar, Washim ✅2 MW capacity project at Narangwadi, Dharashiv Also, had a nice interaction with farmers through video conference regarding this initiative, which helps go towards affordable and uninterrupted daytime electricity powered by solar energy, revolutionizing agriculture. The 16,000 MW target under this yojana will be operational by June 2026, supplying daytime electricity to 32,93,592 agricultural consumers across 8,428 channels via 2,251 substations. Previously if the Govt gave free electricity to farmers Govt borne the cost of ₹7 per unit. But now with this green energy milestone, the cost will be reduced to ₹3 per unit, significantly easing the financial burden on the Govt while ensuring access to electricity throughout the day to farmers. This transformative project highlights our commitment to renewable energy, sustainable agriculture, and farmer empowerment—a true stride towards progress and environmental responsibility! #Maharashtra #SolarEnergy #MSKVY
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Revolutionising Agriculture: Empowering Farmers with Sustainable and Affordable Solar Energy!🌱 Inaugurated 2 projects with a total capacity of 6 MW Projects under the ‘Mukhyamantri Saur Krishi Vahini Yojana 2.0’ for the farmers including : ✅4 MW capacity project at Umbarda Bazaar, Washim ✅2 MW capacity project at Narangwadi, Dharashiv Also, had a nice interaction with farmers through video conference regarding this initiative, which helps go towards affordable and uninterrupted daytime electricity powered by solar energy, revolutionizing agriculture. The 16,000 MW target under this yojana will be operational by June 2026, supplying daytime electricity to 32,93,592 agricultural consumers across 8,428 channels via 2,251 substations. Previously if the Govt gave free electricity to farmers Govt borne the cost of ₹7 per unit. But now with this green energy milestone, the cost will be reduced to ₹3 per unit, significantly easing the financial burden on the Govt while ensuring access to electricity throughout the day to farmers. This transformative project highlights our commitment to renewable energy, sustainable agriculture, and farmer empowerment—a true stride towards progress and environmental responsibility! #Maharashtra #SolarEnergy #MSKVY

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The scale of our infrastructure contract with AMD is significant, but so is the opportunity for long-term expansion. A look at the details: • 530 MW initial deployment • Additional 2.0 GW expansion opportunity • Capacity across five campuses • 15-year agreements • Delivery for AMD expected to begin in early 2027 • Full 530 MW delivered by the end of 2028 With this agreement, Core Scientific now has $24 billion in total contracted customer revenue and 1.1 GW of contracted capacity across two customers, each committed to 500+ MW across five campuses.

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AI INFRASTRUCTURE/ENERGY DEMAND STOCKS TO KEEP ON WATCH FOR 2026 Ex-CEO $GOOGL Eric Schmidt on energy demand driven by AI: "We need energy and the numbers are profound. What we need from you is energy in all forms. People are planning 10 gigawatt data centers" $IREN: owns and develops vertically integrated data centers for hyperscalers $CIFR: large power footprint, 3.4 GW pipeline for AI workloads + HPC $WULF: high capacity, low cost data center expansion across Texas and New York $NBIS: AI compute and cloud services translating energy into revenue $CLSK: America’s Bitcoin Miner transitioning to AI infrastructure with a massive power footprint across 30+ data center sites $BITF: owns and operates power sites positioned for AI workloads, yet to sign with a hyperscaler but could come this year $GLXY: multi-gigawatt data center infrastructure at scale
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AI INFRASTRUCTURE/ENERGY DEMAND STOCKS TO KEEP ON WATCH FOR 2026 Ex-CEO $GOOGL Eric Schmidt on energy demand driven by AI: "We need energy and the numbers are profound. What we need from you is energy in all forms. People are planning 10 gigawatt data centers" $IREN: owns and develops vertically integrated data centers for hyperscalers $CIFR: large power footprint, 3.4 GW pipeline for AI workloads + HPC $WULF: high capacity, low cost data center expansion across Texas and New York $NBIS: AI compute and cloud services translating energy into revenue $CLSK: America’s Bitcoin Miner transitioning to AI infrastructure with a massive power footprint across 30+ data center sites $BITF: owns and operates power sites positioned for AI workloads, yet to sign with a hyperscaler but could come this year $GLXY: multi-gigawatt data center infrastructure at scale

Small Cap Snipa

116,034 Aufrufe • vor 8 Monaten

In partnership with NGON, MARA is launching a 25-megawatt micro data center operation across wellheads in Texas and North Dakota, transforming excess gas into power for the data centers while increasing methane mitigation efficiency for the energy producer.
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In partnership with NGON, MARA is launching a 25-megawatt micro data center operation across wellheads in Texas and North Dakota, transforming excess gas into power for the data centers while increasing methane mitigation efficiency for the energy producer.

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47,828 Aufrufe • vor 1 Jahr

🚨NEW INTERVIEW🚨 $IREN CEO DAN ROBERTS WITH NEW BOMBSHELLS: 1. Our pipeline is a secured grid connected portfolio. 2. We didn’t start as a $BTC miner. We started as a data center platform. 3. We expect power access to become more challenging. 4. We have a multi GW pipeline for that reason. 5. That pipeline is a secured grid connected portfolio. 6. In our view, [we] can roughly generate $10M per MW versus 1.5 to $2M in colocation.
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🚨NEW INTERVIEW🚨 $IREN CEO DAN ROBERTS WITH NEW BOMBSHELLS: 1. Our pipeline is a secured grid connected portfolio. 2. We didn’t start as a $BTC miner. We started as a data center platform. 3. We expect power access to become more challenging. 4. We have a multi GW pipeline for that reason. 5. That pipeline is a secured grid connected portfolio. 6. In our view, [we] can roughly generate $10M per MW versus 1.5 to $2M in colocation.

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164,790 Aufrufe • vor 6 Monaten

American compute power is accelerating. Today, we’re announcing: -Three new data centers. -Owned and operated in Ohio. -372 megawatts of capacity. #Bitcoin - Made in USA.
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American compute power is accelerating. Today, we’re announcing: -Three new data centers. -Owned and operated in Ohio. -372 megawatts of capacity. #Bitcoin - Made in USA.

MARA

260,451 Aufrufe • vor 1 Jahr

🚨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.
1:28

🚨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

347,910 Aufrufe • vor 7 Monaten

$BTDR September 2025 Mining & Operations Update: 🔹 452 $BTC self-mined, +20.5% MoM; 35 EH/s deployed for self-mining hashrate, on track to reach 40 EH/s by Oct. 🔹 #SEALMINER A3 series launched with Pro versions boasting 12.5 J/TH efficiency, and commenced mass production. 🔹 Power confirmed for 570 MW Clarington, OH site and will be available by Q3 2026; Launched a new 300 MW power pipeline in Niles, OH. 🔹 Converting US & Norway sites into scalable #AI #DataCenters with lower capex, targeting 200 MW IT load by EOY 2026. 🔹 AI Cloud business reached $8 M ARR, with 1,160 GPUs fully deployed by EOY 2025, and procuring next-gen #NVIDIA GB300/B300 systems. 🔗 Full report: #BitcoinMining #Investors #Strategy #HPC
0:24

$BTDR September 2025 Mining & Operations Update: 🔹 452 $BTC self-mined, +20.5% MoM; 35 EH/s deployed for self-mining hashrate, on track to reach 40 EH/s by Oct. 🔹 #SEALMINER A3 series launched with Pro versions boasting 12.5 J/TH efficiency, and commenced mass production. 🔹 Power confirmed for 570 MW Clarington, OH site and will be available by Q3 2026; Launched a new 300 MW power pipeline in Niles, OH. 🔹 Converting US & Norway sites into scalable #AI #DataCenters with lower capex, targeting 200 MW IT load by EOY 2026. 🔹 AI Cloud business reached $8 M ARR, with 1,160 GPUs fully deployed by EOY 2025, and procuring next-gen #NVIDIA GB300/B300 systems. 🔗 Full report: #BitcoinMining #Investors #Strategy #HPC

Bitdeer

14,892 Aufrufe • vor 11 Monaten