$CIFR appoints Bill Blevins as Head of Grid Strategies, joining from ERCOT where he was Director of Grid Connection. Strategic hire given that CIFR has 2GW across three sites in Batch Zero of ERCOT's new batch processing.

OpenStack. Containers. Kubernetes. Every time enterprise infrastructure shifted, Mirantis was already there. AI is no different. But here's what most people miss: AI doesn't replace the stack. It runs on top of it. You still need IaaS. You still need Kubernetes. You still need someone who never stopped building that foundation. Mirantis never did. In this interview, Alex Freedland, CEO & Co-founder of Mirantis, explains how 15 years of infrastructure depth is exactly what the AI era demands, and why 1,500 enterprises are already on that path. Watch the full interview: buff.ly/VmYXMU1

Our vertically integrated AI Cloud platform has arrived in Europe. Today, IREN announced it has completed the acquisition of Nostrum Group, adding 490MW of secured power in Spain to serve global demand for AI compute. “Europe is one of the largest and fastest-growing markets for AI infrastructure, and Spain is among its most compelling entry points, with abundant renewables and strong fiber connectivity. Nostrum gives us secured power today along with a development pipeline and a great local team we're excited to work with.” - @danroberts0101 Learn more: iren.gcs-web.com/static-file…

BofA telecom analyst Michael Funk initiates on $WULF with BUY rating, $34 target. Title: "Bye Bye Bitcoin. Hello AI data centers"

True. That is why Bitcoin is based on energy: you can issue fake fiat currency, and every government in history has done so, but it is impossible to fake energy.

This post wouldn't fit on the android app, so I found my laptop and made it into an article. Chatty drew the illustration.

$WULF I fully expect the team to meet their guidance and announce a KY lease in the next 12 trading days but I would not be surprised if they make us wait until Mon/Tues 6/29-6/30.

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

$CIFR discloses terms for 70MW Stingray lease announced last month, offers $800M senior notes. >Tenant is AWS >15-year triple-net lease (100% margins) >Starts April 27 >Implies $1.9B NOI/MW (high end of what we've seen) >We had been modeling lower margins; NNN adds ~$1/share

IREN has announced a planned 800MW data center campus in Bundey, South Australia.  This marks IREN’s first announced Australian data center project and one of the largest in the Asia-Pacific region announced to date. Learn more: iren.gcs-web.com/static-file…

JPM talks about datacenters not coming online in 2027, and delays, but no one has mentioned the reasons behind it, and as a reporter, I cannot let this go. I tracked Epoch's most recent DC data release, and some of the information on power usage has surprised me a lot: - At the modeled completion, tracked data centers are rising in power usage from 10.3 GW to 35.4 GW, and the 3x increase in consumption is coming just by 2028. And, a huge chunk of this modeled power consumption is accounted for by data centers that are directly accessing the US grid. - Many of the completed data centers are waiting on substations, transmission lines, cooling equipment, or utility load delivery. And 67% of the US pipeline comes from greenfield sites with zero operational power today. So, this makes one thing clear: the biggest threat to datacenter buildout is energization, and regulatory compliance as well. Not CapEX/hyperscaler funding, or shortages.

Looks like even more expansion could be coming to Lake Mariner for $WULF ⚡️ Schneider Electric is progressing phased delivery of over $290M in AI infrastructure solutions — including Motivair liquid cooling technologies — at TeraWulf’s Google-backed Lake Mariner campus. prnewswire.com/news-releases…

BIG infrastructure expansion for $WULF 🐺 TeraWulf just acquired the 1 GW Eastern Kentucky HPC Campus, “Muskie Data” — further expanding its growing AI & HPC infrastructure platform. Here’s what you need to know…

NVIDIA CEO JENSEN HUANG REVEALED WHY BITCOIN IS THE FUTURE: “BITCOIN IS TAKING EXCESS ENERGY AND STORING IT AS A NEW CURRENCY.” “YOU CAN TAKE IT WHEREVER YOU’D LIKE — TRANSPORTING IT EVERYWHERE.”

Had an amazing day with the @SchneiderElec team yesterday, helping to educate others on how $WULF is building world-class data centers for the future with the help of our partners 💪 We're a show > tell kind of team and were happy to get the chance to show some folks just how groundbreaking TeraWulf's work at Lake Mariner is. Couldn't do it without our vendors and contractors that believe in the mission just as much as we do 🐺 Look out for the podcast next month with our CTO @thenazarkhan - it's gonna be a good one.

$WULF After some communication with the @TeraWulfInc team, I was informed that there were only positive intervenors (KY AG and Gov is supportive) who filed by the May 20 deadline as stipulated in the order. psc.ky.gov/order_vault/Order… Given the lack of opposition, they expect the timeline for approval to be accelerated. Justified Data Campus is happening and a customer lease is on the way.

Popular booth. $iren

$IREN Colossus 3