Joined February 2018
- Tweets 6,064
- Following 200
- Followers 12,099
- Likes 9,602
2,146 Photos and videos
Pinned Tweet
May 20
What's a MegaWatt worth, anyways?
Get Blockspace's newest report on the economics of the AI/HPC sector including popular stocks like $CIFR $IREN $CLSK and more.
This 10 page report will help you understand the tradeoffs in build models, the revenue goals compared to Bitcoin mining, and potentials for revenue.
📰 megawattreport.com/
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Everyone's pivoted to AI so where does that leave Bitcoin mining?
"I think that in the medium term we could see a situation where mining economics appreciate materially because you have so much power capacity that is tied to AI... You can't easily pivot that power capacity." says @bitcoinbeezy
Jun 12
We are monitoring the @SpaceX IPO situation $SPCX LIVE NOW!
→ Elon first trillionaire
→ The IPO math
→ Datacenter intelligence platform 👁️
→ How your local facebook group is protesting datacenters
guest: @bitcoinbeezy x.com/i/broadcasts/1vJpPPqPD…
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Jun 12
The counties with datacenter moratoriums have one thing in common: they're educated and wealthy.
"I thought it was going to be a Red State-Blue State sort of thing, but that has a low predictive element" says @bitcoinbeezy
"It's the education attainment level and the income level. It's very much a NIMBY problem"
Jun 12
We are monitoring the @SpaceX IPO situation $SPCX LIVE NOW!
→ Elon first trillionaire
→ The IPO math
→ Datacenter intelligence platform 👁️
→ How your local facebook group is protesting datacenters
guest: @bitcoinbeezy x.com/i/broadcasts/1vJpPPqPD…
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Jun 12
We are monitoring the @SpaceX IPO situation $SPCX LIVE NOW!
→ Elon first trillionaire
→ The IPO math
→ Datacenter intelligence platform 👁️
→ How your local facebook group is protesting datacenters
guest: @bitcoinbeezy x.com/i/broadcasts/1vJpPPqPD…
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Jun 12
Correction: Anthropic is pursuing its first data center leases as they have signed over a dozen LOI’s with U.S. data center developers
To date, Anthropic has committed to over 10GW of capacity from cloud providers
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Jun 12
GREEN DAY FOR AI DATA CENTERS 📈
🟢 $SLNH 14%
🟢 $CIFR 11%
🟢 $CRWV 10%
🟢 $KEEL 8%
🟢 $IREN 8%
🟢 $APLD 7%
🟢 $NBIS 7%
🟢 $HUT 6%
Pressure is on the largest hyperscalers in the world to secure compute as fast as possible
Jun 11
Anthropic is reportedly pursuing its first data center leases, looking to secure a gigawatt of AI compute from cloud providers
A huge opportunity for the entire neocloud sector:
$IREN $NBIS $CRWV $HUT $APLD $CIFR
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Jun 12
The ai datacenter backlash is heating up.
"It's no secret that people have mixed feelings about AI, there's a lot of concern about resources."
It's particularly tricky says @Tech_Journalism because "these datacenters take an enormous amount of economic activity and concentrate it at a single point in a community"
"There's a couple of tradeoffs"
Jun 11
Happy Thursday! We're live
→ will @SpaceX ai satellites actually work?
→ $CRWV $3.5b note
→ Inside $WULF Lake Mariner
→ BTC to AI transition
→ @OpenAI kicks out Chinese shills
→ @SemiAnalysis_ says tokens getting cheaper?
guest: @Tech_Journalism x.com/i/broadcasts/1qGoNNXXR…
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Blockspace retweeted
Jun 9
SpaceX $SPCX will build orbital data centers that will require:
- 1B Tesla Optimus Robots🤖
- 10 Million Tons launched/year🚀
- 1TW of Solar Power☀️
Jun 9
Elon Musk has said SpaceX’s $SPCX Terafab will be 100 million square feet🔋
This is 10x Tesla’s Giga Texas Factory!
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Blockspace retweeted
Jun 11
SpaceX $SPCX is set to IPO tomorrow🚀🛰️
Here’s the main details:
- $1.8T Market Cap
- $30B $GOOGL Deal
- $45B Anthropic Deal
Jun 10
SpaceX $SPCX will begin trading this Friday! 🚀
So far, SpaceX IPO orders are already 4x oversubscribed
They are targeting a $1.8T market cap
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Jun 11
He's been a datacenter expert for 25 years and hasn't ever seen anything like the AI datacenter gold rush.
@Tech_Journalism says Bitcoin miners were the best positioned to take advantage of it
"What happened is that the datacenter sector moved in the direction of crypto miners... they had access to a lot of power"
Jun 11
Happy Thursday! We're live
→ will @SpaceX ai satellites actually work?
→ $CRWV $3.5b note
→ Inside $WULF Lake Mariner
→ BTC to AI transition
→ @OpenAI kicks out Chinese shills
→ @SemiAnalysis_ says tokens getting cheaper?
guest: @Tech_Journalism x.com/i/broadcasts/1qGoNNXXR…
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Jun 11
TeraWulf's $WULF Lake Mariner facility is "an entirely different scale than we're used to seeing"
"I've toured a lot of data centers" says @Tech_Journalism
Each building is ~30,000, "or about 2 or 3 Wal-Marts"
Their biggest challenge? Directing traffic
Jun 11
Happy Thursday! We're live
→ will @SpaceX ai satellites actually work?
→ $CRWV $3.5b note
→ Inside $WULF Lake Mariner
→ BTC to AI transition
→ @OpenAI kicks out Chinese shills
→ @SemiAnalysis_ says tokens getting cheaper?
guest: @Tech_Journalism x.com/i/broadcasts/1qGoNNXXR…
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Jun 11
Happy Thursday! We're live
→ will @SpaceX ai satellites actually work?
→ $CRWV $3.5b note
→ Inside $WULF Lake Mariner
→ BTC to AI transition
→ @OpenAI kicks out Chinese shills
→ @SemiAnalysis_ says tokens getting cheaper?
guest: @Tech_Journalism x.com/i/broadcasts/1qGoNNXXR…
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Jun 11
Earlier this year, $CIFR CEO Tyler Page discussed goals:
• 1-2 site acquisitions per year
• 1-2 leases signed per year
• 1-2 sites built per year
Cipher Digital recently disclosed AWS as the tenant for 70 megawatts at its Stingray data center campus. A triple net lease with up to $5.7 billion in lease payments.
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Jun 11
Crusoe pauses 1.8GW Wyoming datacenter project "indefinitely", possibly fully pulling out of the project.
Crusoe says this was at the request of the customer.
@RHouseResearch infers that customer is likely $AMZN or $GOOG
Jun 10
Live now covering the big datacenter news:
- Crusoe pauses 1.8GW build
- SpaceX 4x oversubscribed
- Cormint deal
- $HUT & $KEEL
guest: @jamesmcavity x.com/i/broadcasts/1dKrPPbjk…
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