Compute's daily publication covering the companies financing, powering, and building the AI infrastructure boom. Live weekdays at 1p EST
space datacenter supercluster
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Total data center & AI investment is projected to reach $10.3 trillion from 2025 to 2032 ⚡️
$IREN $CLSK $CIFR $WULF $HUT $NBIS $CRWV $SLNH $BTDR $WYFI
Goldman Sachs: latest hyperscaler capex estimates show $996 billion in 2027
Neoclouds and former Bitcoin miners have secured meaningful hyperscaler capex since 2025
$NBIS: Meta + Microsoft
$CRWV: Google, Meta, Microsoft
$CIFR: AWS + Fluidstack (Google-backed)
$IREN: Microsoft
$WULF: Fluidstack (Google-backed)
$HUT: Fluidstack (Google-backed)
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Blockspace retweeted
YOTTA 2026: JOIN YOUR FAVORITE AI INFRASTRUCTURE BRO’S FOR A HAPPY HOUR
Join us in Vegas next week with @hyperbolic_labs for a happy hour! Link below, limited spots available. 👇
luma.com/nyni7a1c
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Hash price is back to a plucky $40/PH/day as BTC clears $80k.
The GPU & compute index shows H100s are soft, and Blackwells ripping.
Full walkthrough of @luxor’s @hashrateindex 👇
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$CIFR just announced a $9 billion hyperscaler lease, tune in now!
also:
☑️ @DarkHorseDRK CEO Joel Block on sub 50MW sites
☑️ @nscale $35 billion IPO
☑️ @Oracle can't walk away from Project Jupiter 😲
nitter.net/i/broadcasts/1oJMvNVVL…
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CIFR reveals $9B AI deal | Nscale's $35B IPO | $DRK CEO Joel Block nitter.net/i/broadcasts/1oJMvNVVL…
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Blockspace retweeted
YOTTA 2026
If you are in Vegas next week for Yotta, join @hyperbolic_labs and Blockspace for a happy hour
Limited spots available 👇
luma.com/nyni7a1c
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$CIFR: Thermal imagery at Black Pearl x AWS looks like confirmation of the August move-in
All of the chillers are pretty much fully active as the thermal signature on the building lines up with AWS taking occupancy around a month ago.
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Blockspace retweeted
Every Data Center Index uses the same data: parcel records, permits, 10-Qs, and the same 4 satellite vendors.
We take a different approach, monitoring 40+ data centers monthly with optical and thermal drones, verifying precise construction stage and when revenue comes online.
SPECIAL INTERVIEW & EXCLUSIVE DEMO: Drone-powered datacenter intelligence w/ @Lempheter of @raadlabs
TL;DR: it blows satellite imagery completely out of the water
✅ thermal imagery, see if power systems are online
✅ beating the quarterly 10-Q
✅ know when specific sites are hot months ahead of time
"If you had access to our intelligence you would have known $ORCL's Project Jupiter wasn't looking so hot quite a while ago"
Raad founder Teej takes us inside what's currently going on at $CIFR Black Pearl with some insane drone footage.
FULL INTERVIEW 👇
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SPECIAL INTERVIEW & EXCLUSIVE DEMO: Drone-powered datacenter intelligence w/ @Lempheter of @raadlabs
TL;DR: it blows satellite imagery completely out of the water
✅ thermal imagery, see if power systems are online
✅ beating the quarterly 10-Q
✅ know when specific sites are hot months ahead of time
"If you had access to our intelligence you would have known $ORCL's Project Jupiter wasn't looking so hot quite a while ago"
Raad founder Teej takes us inside what's currently going on at $CIFR Black Pearl with some insane drone footage.
FULL INTERVIEW 👇
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$CIFR expands Barber Lake lease terms to 20 years, increasing revenue to over $9 billion
Tyler Page: “Extending Barber Lake’s contracted life from 10 to 20 years and adding approximately $5.2 billion of contracted revenue reflects the enduring value of the infrastructure we're building.”
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SemiAnalysis ClusterMAX 3.0: $IREN land acknowledgement:
“Perhaps the most stunning part of the article and a complete non sequitur… I have no idea why you’re putting this in the analysis unless you just want to punch down.”
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Morgan Stanley’s $SPCX $300 price target:
Space, Connectivity, AI:
• Space - $8
• Connectivity - $118
• X & Grok - $8
• Enterprise AI - $165
SpaceX and $TSLA share tech, talent, and infrastructure in a shared mission of
converting energy to intelligence
🚨 WHY $SPCX WILL DOUBLE:
Morgan Stanley sees 99% upside in SpaceX with a $300 price target, believing the next decade of AI value creation will be decided by who can build, power, connect, and instrument AI in the physical world.
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$ORCL down 5% as $165 billion Project Jupiter may declare Force Majeure.
It's officially the worst performing tech stock of the S&P 500 📉
also:
☑️ @Lempheter's drones show how $CIFR's leases are going @raadlabs
☑️ @hash_bender @luxor AI announcement
☑️ @SemiAnalysis_ ClusterMAX (or Cluster F?)
nitter.net/i/broadcasts/1jGXgBnkX…
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$165 billion $ORCL project in crisis | Datacenter drones w/ RAAD | ClusterMAX | Luxor AI nitter.net/i/broadcasts/1jGXgBnkX…
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Industrial scale service for datacenters (100MW+) often have 5-10 years to wait for service, and there's only one utility they can buy power from.
"You're trying to tell the fastest moving sector in America that they have to wait a decade for service, that's the same thing as 'no'" says @ts_fisher of @CatoInstitute
Travis says the solution is to cut the red tape and "let the companies build their own power"
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Blockspace retweeted
🚨 WHY $SPCX WILL DOUBLE:
Morgan Stanley sees 99% upside in SpaceX with a $300 price target, believing the next decade of AI value creation will be decided by who can build, power, connect, and instrument AI in the physical world.
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