AI Data Center News - Breaking insights on AI infrastructure, hyperscalers, HPC leases, power generation & compute. Covering the AI supercycle 24/7 โข 365.
$GLXY HELIOS IS COMING TO LIFE
Galaxy Digital is constructing a 1.6 GW AI/HPC data center in west Texas targeted for the largest hyperscalers on the planet
First halls live for $CRWV with much more power in the pipeline
$META has signed a PPA for 298MW of solar in Texas ๐บ๐ธ
The media giant continues to capitalize on its massive AI buildout with up to $145 BILLION in capex allocated for this year
$IREN is back over $60
With 5.8 gigawatts of electricity secure for its AI data center buildout, IREN is one of our top asymmetric bets through 2030
Anthropic has committed $500 billion across major cloud, chip, & infrastructure deals for AI compute
IREN sits at the base layer with a massive power and infrastructure portfolio
BREAKING: Anthropic to begin its first data center leases with financial backing from Google
The AI giant is extremely compute constrained and needs to bring compute online ASAP
Asymmetric opportunity for $IREN$HUT$NBIS$CRWV$KEEL$CIFR
$WYFI TRADING AT A DISCOUNT ๐
WhiteFiber is down over 20% in the last week with the following data center deals
1. Colocation with Nscale: 10 years for 40 MW of critical IT
2. $160 million deal for 5 years in the Paris region
3. GPU cloud business in Iceland 2yr/$17M H200 agreement
Tom Lee Bought 102K Ethereum $ETH Last week!
This brings their total Ethereum holdings to 4.98M
Bitmine Immersion $BMNR now controls 4.12% of all Ethereum