Hearing @hyperscaledata killed every bitcoin miner in its Dowagiac, MI factory on Sept 1 for a 20 MW lease to an unnamed AI tenant.
The stock went to a new low. That might have to do with them selling their BTC stash though...
Hear about it on the @DYORPod Sunday Show.
Nuclear regulation is dragging, even after EO 14300, so companies are pivoting to gas. @ENERGY
The problem? Turbine blades are sold out through 2030...
So, Elon announced @SpaceX will begin casting their own at a Texas foundry.
More on this on the @DYORPod Sunday Show.
A $35B @AnthropicAI compute deal is reported on a Texas campus that @Hut8Corp used to reserve for ASICs.
@nvidia may hold the lease... but confirmed leases β confirmed tenants.
Full stack on the @DYORPod Sunday Space.
ALT Hut 8's Beacon Point data campus, near Corpus Christi, TX
@nvidia paid $12.9B for @huggingface - aka the public warehouse of downloadable AI models.
Not a data center, not a power plant, but distribution...
I'll let you know how and why that still moves power and chip demand, on the @DYORPod Sunday Space π€
It appears @Figure_robot reserved up to 100,000 Vera Rubin chips for the @IonicDigital Cedarvale campus in Barstow, Texas on a 234 MW lease.
Is the robocalypse upon us? π€π±
I'll breakdown what that means for you on the @DYORPod Sunday Show.
A good resource to maintain sanity, and a positive outlook towards the future is the @moonshots_pod in which Peter and Mates highlight all the positive developments around technology ππ§
fountain.fm/show/lmWruzXWsLzβ¦
I think it was Tyler Cowen who some years ago said it like crypto ecosystems are speed running the history of money in a few years.
And, I am rather positive that it will lead to something better as we experiment around.
Good conversations, btw π§
fountain.fm/show/WQGtmY7jCoSβ¦