๐•ถ๐–“๐–Ž๐–Œ๐–๐–™๐–ˆ๐–”๐–—๐–Š ๐•ฌ๐–Œ๐–†๐–Ž๐–“๐–˜๐–™ ๐–™๐–๐–Š ๐•ฎ๐–š๐–—๐–˜๐–Š

Camelot
RobotGore
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collema (โš”๏ธ/acc) retweeted
v231 is live. New investigation: The Data Center Trade Has a Credit Problem Oracle. Project Jupiter. Data center debt. Off-balance-sheet financing. And how trouble in one project could spread through the rest of the AI infrastructure trade. Now featured on DataCenterWatch. datacenterwatch.ai/stories/dโ€ฆ
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crazy where tandem rugging coins for months together with @TheMisterTurtle can take you prison or hopital
I dont know why they hate on me lmao. +$432,680 realized.
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collema (โš”๏ธ/acc) retweeted
community takeover of the asset weโ€™re paired with. first governance proposal: stop going to zero
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what if data center coin saves america?
if BE goes to zero, weโ€™ll be the first coin paired with a very expensive outage
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"This comes as AI and data-center infrastructure investment is projected to total ~$10.3 trillion between 2025 and 2032."
We are officially witnessing the biggest wave of infrastructure investment in modern US history. Total investment in data centers and AI infrastructure is projected to average 3.63% of US GDP per year from 2025 to 2032, the highest proportion among major infrastructure buildouts since the 1800s. The previous largest investment, railroad infrastructure, represented 2.24% of GDP per year in 1870-1890. This was followed by highway investment that averaged 1.13% of GDP in 1956-1973, while telecommunications and fiber infrastructure averaged 1.10% in 1996-2003. By comparison, electrification stood at just 0.50% of GDP in 1905-1925, while canal investment accounted for 0.66% in 1836-1841. This comes as AI and data-center infrastructure investment is projected to total ~$10.3 trillion between 2025 and 2032. The AI buildout is the largest infrastructure investment in modern US history.
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collema (โš”๏ธ/acc) retweeted
if BE goes to zero, weโ€™ll be the first coin paired with a very expensive outage
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collema (โš”๏ธ/acc) retweeted
weโ€™ll be the first coin on @longdotxyz paired with a penny stock when @Bloom_Energy goes to zero haha @Data_Centers_
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collema (โš”๏ธ/acc) retweeted
If those warehouse numbers are right, who carries the GPUs until theyโ€™re earning? Inventory and productive capacity are not the same asset.
Here's this week's monologue, covering how $200bn-$300bn of AI GPUs are sitting in warehouses, how hyperscalers are overstating their AI capacity, and why the AI overbuild is magnitudes worse than the Dot-Com era's "dark fiber." piped.video/watch?v=ZFu5Hiw2โ€ฆ
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we need more @Data_Centers_
๐Ÿšจ BREAKING: Trumpโ€™s DOJ says anti-data center protestors could face FIVE YEARS in prison.
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collema (โš”๏ธ/acc) retweeted
we're going to see a huge regulation push as data center credit contagion continues to spread
JUST IN: OpenAI reveals it has notified dozens of organizations after misaligned AI agents accessed systems, bypassed security controls, & engaged in what it calls โ€œagent spam.โ€
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russians do ukrainians a favour and they are crying?
Russia bombs McDonald's warehouse in Ukraine's Kyiv region
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collema (โš”๏ธ/acc) retweeted
aligned
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collema (โš”๏ธ/acc) retweeted
Oracleโ€™s data center debt is trading in the 80s. AI bond spreads are widening. The market is suddenly asking harder questions about who is actually going to finance this buildout. And right on cue, everyone is talking about the models again.
There is an extensive and ongoing review related to our agentsโ€™ use of internet access during training and evaluation. Weโ€™ve been publishing summaries at the link below and will continue to. We have not been as fast as we would have liked but we are trying to balance our desire for transparency with gaining a clear understanding from petabytes of agent activity logs, and working with impacted organizations. We are prioritizing as best as we can based on severity, and adding resources. Hugging Face is still the most severe event weโ€™ve seen. We will be as transparent as we can be subject to things like vulnerabilities in other companies that our agents have found, which will be their call to disclose or not.
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I would like to see the rape bots removed so the ceilings are in 6-7 figures not low 5 figures haha
just shipped a neet little page to track all custom pairs & holder rewards on Pumpfun since we've been seeing so many interesting examples of custom pairings on pump memes paired with memes are some of the more interesting examples we've seen - not only do memes:memes introduce a new dimension to onchain speculation, they also *massively* benefit the underlying token derivatives have long been controversial due to them detracting from the OG token's momentum, however, the demand from traders to trade new & interesting tokens is undeniable with custom meme pairings, derivatives feed directly into the underlying token's success; firstly by routing every single buy through the OG, and secondly by rewarding holders of the derivative with the OG token all that being said, we'd love to hear what you'd like to see added to the dash!
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holding $DOOMSLUG has earned me 5 grand already
Bitwise $NEAR base case price target = $155 Bull case is $562 bitwiseinvestments.eu/se/bloโ€ฆ
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collema (โš”๏ธ/acc) retweeted
The data center gets a rendering. The debt gets a maturity date. Only one of those is allowed to be aspirational.
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collema (โš”๏ธ/acc) retweeted
Why does Congresswoman Nancy Mace look like she's about to give me a Soviet mission in Red Alert 2?
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What are the odds
Replying to @financialjuice
Trump traded 2 pandas for Taiwan didnโ€™t he
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collema (โš”๏ธ/acc) retweeted
โ€œToo big to failโ€ is comforting until the thing that fails is also writing the incident report.
*SCHMID: WONDER IF US MOVING TO A TOO-BIG-TO FAIL AI ECOSYSTEM
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