AI Data Center News - Breaking insights on AI infrastructure, hyperscalers, HPC leases, power generation & compute. Covering the AI supercycle 24/7 โ€ข 365.

Joined August 2021
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$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 $CRWV with much more power in the pipeline
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$META has signed a PPA for 298MW of solar in Texas ๐Ÿ‡บ๐Ÿ‡ธ The media giant continues to capitalize on its massive AI buildout with up to $145 BILLION in capex allocated for this year
$META is building a 168 MW data center in Gujarat, India ๐Ÿ‡ฎ๐Ÿ‡ณ Meta also announced purchasing over 900 MW of clean energy in India
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$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
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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 $CIFR
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$META is building a 168 MW data center in Gujarat, India ๐Ÿ‡ฎ๐Ÿ‡ณ Meta also announced purchasing over 900 MW of clean energy in India
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$WYFI TRADING AT A DISCOUNT ๐Ÿ“ˆ 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
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JUST IN: Strategy $MSTR increases bitcoin:native holdings to 845,256 after purchasing 1,550 Bitcoin for $101 million!
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Bitcoin $BTC has broken $60K ๐Ÿ‘€
Bitcoin $BTC is testing $79K๐Ÿ‘€
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STRATEGY $MSTR HAS SOLD SOME BITCOIN! ๐Ÿ‘€ They have just disclosed selling 32 bitcoin for $2.5M at some point in between May 26 and May 31!
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$MSTR CEO Michael Saylor: โ€œthis week we bought bondsโ€ ๐ŸŸงโšก๏ธ
This week we bought bonds, not bitcoin. The โ‚ฟitVac is charging.
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$MSTR has acquired 24,869 BTC at $80,985 per bitcoin for over $2 BILLION Strategy now holds 843,738 bitcoin:native at $75,500 per bitcoin
MICHAEL SAYLOR $MSTR IS GOING BITCOIN SHOPPING ๐ŸŸงโšก๏ธ
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MICHAEL SAYLOR $MSTR IS GOING BITCOIN SHOPPING ๐ŸŸงโšก๏ธ
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BITCOIN TESTING $80,000 AS INFLATION FEARS STEEPEN ๐Ÿ”ด bitcoin:native -1.18% today
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$ASST TO OFFER 13% ANUAL DIVIDEND THROUGH PERPETUAL PREFERRED STOCK $SATA ๐Ÿš€ Dividend paid daily!
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Strategy $MSTR Vs Bitcoin $BTC๐Ÿ‘€
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Tom Lee of $BMNR Added 102K Ethereum Last week! Their total holdings is now up to 5.18M ETH tokens This is 4.29% of the existing circulating supply!
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Bitcoin $BTC is testing $79K๐Ÿ‘€
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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
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MICHAEL SAYLOR BOUGHT 13,927 BITCOIN TODAY ๐Ÿš€ $MSTR now holds 780,897 $BTC
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