Jensen Huang said one gigawatt of AI compute generates $300 billion to $400 billion in intelligence He labeled the cost of that gigawatt data center at $50 billion How many factories in human history have generated returns like this?

“Anthropic has committed to rent more than 10 gigawatts of server rentals from cloud providers, which will dwarf the capacity it would get from the new direct leases.” Anthropic is paying $SPCX $1.25 billion per month for 300 MW & 220k Nvidia GPUs Race for compute

$HUT has already landed a 15-year deal worth $7 billion with Anthropic: • Initial phase 245 MW (15yr triple net lease) • Total partnership target: 2.3 GW of data center infrastructure With Anthropic signing over a dozen new LOI’s with data center developers for facility leases, don’t be surprised if Hut 8 Fluidstack are key pieces of the mix

Anthropic to pursue first data center leases seeking financial backing from Google: Have to put a pause on the $IREN $NBIS $CRWV speculation, for now, as the report states conversations to date have been with U.S. data center developers. They’ve signed over a dozen LOI’s. In this setup, Anthropic would lease the facility and then purchase servers and hardware inside which gives them more control and customization.

$ORCL INCREASED FY2027 CAPEX GUIDANCE TO UP TO $95 BILLION Up from $55.6 billion in 2026 👀

Jensen Huang: “This is the single greatest opportunity in several generations for the energy industries to grow. This is the best opportunity to invest in sustainable in energy. So long as it produces energy, it’s going to get funded.”

Jensen Huang: “Each gigawatt is about $50 billion. It’s the most expensive factory in the world. But that one $50 billion factory also generates $300 billion to $400 billion in intelligence. The production value is incredible.”

$NBIS Co-Founder Roman Cherin on raising GPU prices: “We still have our pipeline pressure on supply. It’s not only us being greedy and trying to get as much money as possible. People need compute to build.” Last month Nebius raised GPU rental prices nearly 30% across the board

$IREN: It sure is nice to imagine

🚨 $SPCX: "OUR GOAL OVERTIME IS TO LAUNCH 100 GIGAWATTS OF COMPUTE TO SPACE EACH YEAR" This is pulled directly from SpaceX form S-1 filing with the SEC which is legally required to contain accurate disclosures for investors This level of compute is equal to one-fifth of the annual power production in the United States

GOLDMAN SACHS PROJECTS OVER $700 BILLION IN U.S. GRID INVESTMENT THROUGH 2030 FOR AI DATA CENTERS 🇺🇸

Elon Musk believes SpaceX can deploy 100 gigawatts per year by 2030 • 1 GW per year by end of 2027 • 10 GW per year in 2.5 years • 100 GW per year in 3.5 years “Depending on the progress in chip making, going beyond that to scale to a terawatt per year which is 1,000 gigawatts”

What a wild month for $IREN • $3.4B cloud deal with Nvidia • Nvidia partnership to deploy 5GW • Up to $2.1B investment from Nvidia (based on GPU delivery) • Acquired Nostrum (490 MW in Spain) • Closed 3.65B GPU financing & $3B convertible notes offering • 800 MW data center campus in Australia All this, and it still closed today below the pre-announcement price Whether it’s ATM overhang or macro noise, the pre earnings price opportunity is still there I’d like to see IREN hit on their timelines for the second half of this year

Ouch, deep red across the board Make today make sense 🔴 $IREN -13.25% 🔴 $NUAI -12.13% 🔴 $CIFR -10.05% 🔴 $HUT -9.94% 🔴 $CRWV -8.46% 🔴 $KEEL -6.49% 🔴 $NBIS -7.94%

Earlier this year I sold a majority of my $KEEL to add more $IREN IREN has always been a larger position for me and I wanted to roll what were small KEEL profits into more IREN Since that “roll”, KEEL is Keeling me. • $KEEL 107% (115% at peak) • $IREN 23% (45% at peak) In the short term this sings, but I believe IREN has the more asymmetric long term investment thesis as a true AI cloud vs power shell/colocation. Do I regret the trade? Hard to say, but yes. I still hold a decent portfolio allocation of KEEL and am sitting on a gain of 113%. But it sure would be nice to still have that entire position. That’s investing.

$NBIS launches physical AI living lab for robotics startups built with Nvidia technologies This comes just after Nebius announced a near $2.3 billion investment in the UK AI isn’t just scaling in the data center anymore, it’s headed to the physical world with robotics accelerating