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Replying to @DYORPod
I was going to blame the black eye on you all week @PeteyK if you rugged after I lost a fist fight with a 9-year-old girl to be here.
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Replying to @DYORPod
@PeteyK The Stonkbrokers passive rewards are attractive.
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Replying to @DYORPod
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.
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Replying to @DYORPod
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.
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Replying to @DYORPod
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.
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Replying to @DYORPod
Replying to @nvidia
@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 πŸ€—
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Replying to @DYORPod
Rugged? Can’t have enough hosts, can you? 😊
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Replying to @DYORPod
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? πŸ€–πŸ˜± I'll breakdown what that means for you on the @DYORPod Sunday Show.
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Replying to @DYORPod
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 🎧 fountain.fm/show/WQGtmY7jCoS…
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