A few months back, we visited our Washington hosting partner to set up several compute nodes as part of @luxor compute ownership strategy and to deploy the infrastructure to power @tenki.

“IREN continues to come up in our conversations with neocloud customers, and usually for the wrong reasons.” — SemiAnalysis, ClusterMAX 3.0 What's interesting though is $IREN recently signed compute deals in a similar range to $NBIS and $CRWV. The implication is that scarcity is doing the heavy lifting. Customers want the GPUs badly enough that they are willing to be optimistic about infrastructure reliability, tolerate a weaker managed cluster layer (AI Cloud), and trust their own engineers to brute-force through the gaps. 1/ Realistically, SemiAnalysis points out that $IREN’s physical infrastructure is improving materially at newer builds like Childress and Sweetwater. 2/ Additionally, $NVDA’s DSX/NCP reference architecture should help $IREN close the datacenter-design gap over time while raising the technical quality of its AI Cloud stack. Remember, the scope of ClusterMAX’s rankings is managed clusters. It is grading the AI Cloud layer above bare metal: cluster provisioning, Kubernetes/Slurm orchestration, scheduling, networking, storage, monitoring, health management, support, and related managed services. So an Underperforming rating does not mean $IREN’s GPUs are uncompetitive or that customers do not want the compute. It means the managed product wrapped around that compute is still materially weaker than the leading players. The real question is whether scarcity lasts longer than it takes $IREN to close the gap. As long as customers are fighting for access to GPUs, the compute can still clear at strong prices despite a weaker managed layer.

Today we launch Luxor AI. Energy, hardware, compute trading, derivatives, agentic cloud, and compute commodities data. The full stack for AI data centers. Powering the world’s compute. Bitcoin mining was first. AI is next. luxor.tech/news/corporate-ne…

I'm going to show this to my mom and tell her we rented some studio time for a marketing stunt. I give it 80% chance she thinks this is real

idk why it made @guzmanpintos taller than me. i ran out of credits to fix LuxOS on Z15 Pro is ready - we've been cooking DM me if you want to install S̶o̶o̶n̶™ -> Now™

Top 11 Sandboxes: 1. @freestyle_dev 2. @tensorlake 3. @e2b 4. @modal 5. @daytonaio 6. @blaxelAI 7. @tenki 8. @orgo 9. @flydotio 10. @vercel 11. @Cloudflare ... I'm putting Digital Ocean around 23rd best sandbox on my list

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Add four lines to AGENTS.md and your coding agent runs every check on a warm remote vm instead of your local machine. 1. ~10x cheaper than github actions 2. Avoid heavy dependencies installs 3. Unlimited parallelization 4. Your agents stop fighting for your cpu / mem 5 line AGENTS.md snippet: tenki.cloud/docs/sandbox/cra…