Filecoin (@Filecoin) / X

Filecoin

14.7K posts

Filecoin

@Filecoin

The world’s largest decentralized storage network. Enterprise-scale storage with verifiable data and real data sovereignty – for AI and beyond. ⨎

Joined July 2014

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Filecoin
@Filecoin
Nov 18, 2025
1/ Introducing Filecoin Onchain Cloud: an open, verifiable cloud built on content-addressed data, transparent service delivery, and programmable payments. All onchain. No vendor lock-in.
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Filecoin
@Filecoin
1h
72% is SK Hynix's record operating margin in Q1 2026, up 13 points in a single quarter, on $38 billion in revenue, as DRAM average selling prices rose more than 60% sequentially. Filecoin storage pricing comes from many providers, not one company's pricing power.
Filecoin
@Filecoin
2h
Microsoft's commercial backlog reached $627 billion this quarter, up 99% year over year. The company says it cannot bring new compute and storage capacity online fast enough to keep pace. Filecoin capacity is already deployed and running. No build cycle required.
Filecoin
@Filecoin
19h
230 gigawatts of expected US power demand against just 93 gigawatts of planned utility supply leaves a shortfall of more than 100 gigawatts through 2030, according to Bank of America. Filecoin distributed storage doesn't need a single new grid connection to keep growing.
Filecoin
@Filecoin
Jul 20
60% is the industry-wide demand fulfillment rate for memory in early 2026, with server memory below 50%, per Samsung's own Q1 earnings remarks, as buyers already bid for 2027 supply. Filecoin deployed capacity today sits well above what's currently in active use.
Filecoin
@Filecoin
Jul 20
Investor-owned US utilities requested $18 billion in rate increases last year, the most since the mid-1980s, regulators approving two-thirds of that value, per Columbia researchers citing federal data. Filecoin deploys where capacity exists, no transmission costs to pass on.
Filecoin
@Filecoin
Jul 20
1/4 A new proposal called Solstice would reorient Filecoin’s rewards structure towards a services economy. This is one of the biggest changes to network incentives since Filecoin launched. What it proposes, and how it got here:
Solstice: Towards a Filecoin Service Economy | Filecoin
From filecoin.io
Filecoin
@Filecoin
Jul 20
Replying to @Filecoin
4/5 Solstice's service-stream funding lines up with a broader shift: as AI and data-intensive workloads outpace centralized infrastructure, the network's 2026 strategy is focused on converting that demand into paid, onchain usage. More on the strategy:
The 2026 Filecoin Network Strategy | Filecoin Foundation
From fil.org
Filecoin
@Filecoin
Jul 20
5/5 Solstice began as an open community discussion before reaching the draft FIP stage. Filecoin Foundation also hosted a public forum on the mechanics and community questions. Draft: github.com/filecoin-proje… Discussion: github.com/filecoin-proje… Forum: youtube.com/watch?v=Kxhver…
Create fip 0118-solstice.md by irenegia · Pull Request #1270 · filecoin-project/FIPs
From github.com
Filecoin
@Filecoin
Jul 19
Micron disclosed $22 billion in customer prepayments across 16 supply deals, locking in pricing through 2030, after its CEO said in June 2026 that tight memory conditions persist beyond calendar 2027. Filecoin storage isn't tied to that calendar. It's already running today.
Filecoin
@Filecoin
Jul 19
400 megawatts of power is the target for Europe's AETHER AI gigafactory project to end reliance on US hyperscalers. Achieving digital sovereignty does not require a multi-year industrial buildout. Filecoin delivers sovereign storage today. The hardware is ready.
Filecoin
@Filecoin
Jul 18
NAND flash contract prices rose 55% to 60% in a single quarter as AI infrastructure absorbed nearly all new supply, while HBM producers booked capacity through 2026. Filecoin storage was never built by manufacturing new chips. It aggregates hardware that already exists.
Filecoin
@Filecoin
Jul 17
A European consortium called AETHER is in talks to secure two French sites for AI gigafactories, initial 42 megawatts, long-term target 400, aimed at sovereign AI compute. Filecoin already covers the storage-sovereignty half of that goal, without the industrial buildout.
Filecoin
@Filecoin
Jul 17
$750 billion in 2026 hyperscaler capex is hitting a physical power wall. Data centers now demand the grid equivalent of Japan, and capital cannot build transmission lines fast enough. Filecoin absorbs that demand using enterprise capacity that is already deployed.
Filecoin
@Filecoin
Jul 17
$37.5 billion in quarterly capex and a $627 billion backlog cannot bypass physical grid limits. Transformer lead times now exceed 36 months, with Microsoft's CFO projecting hurdles through 2026. Filecoin bypasses the queue. The enterprise capacity is already deployed.
Filecoin
@Filecoin
Jul 16
A new semiconductor fab costs $10 billion to $20 billion and takes four to five years from groundbreaking to volume production. SK Hynix CEO says even that isn't enough, supply won't catch demand beyond 2030. Filecoin's storage capacity didn't wait on one being built.