$IREN is expected to handoff Horizon 1 to Microsoft sometime during Q3 with rumors of a July 19th target circulating on X following RAISE summit ⚡️
This is the first 75 MW of their 300 MW AI cloud deal
Liquid-cooled Blackwell infrastructure is getting closer to coming online at
Is $IREN going to get a deal with Anthropic in Australia?
TL;DR: it's possible but there's better candidates.
IREN is still on the shortlist of 5 candidate companies!
The data doesn't lie: hedging hashrate has performed better than spot mining.
@BrightsideBTC drops the charts in the latest @luxor monthly lookback (full episode below)
$GLXY: Data centers are in the early innings of a massive opportunity ⚡️
Global data center demand is set to grow 167% from 82 gigawatts in 2025 to 219 gigawatts in 2030
Galaxy Helios is approved for over 1.6 GW of capacity and looking to scale up to 3.4 GW
$GLXY looks to develop its second data center campus in Texas 🇺🇸
Local press reported that Galaxy has entered into an agreement with McGregor to acquire land in the city’s industrial park for a data center campus
Is Leopold Aschenbrenner's Bloom Energy bet turning into a scandal?
Tune in now!
☑️ $MARA is ripping after 2GW deal
☑️ ERCOT/PUC regulations changing
☑️ Bloom energy, everyone needs to learn about "scandium"
☑️ $IREN shareholder letter. Stock comp bonanza
$WYFI LINKS TWO DATA CENTERS INTO ONE AI SUPERCLUSTER ⚡️
WhiteFiber has announced a cross-data-center GPU supercluster networking solution, targeting commercial launch in the 3rd quarter of 2026
R&D testing achieved bandwidth between two data centers 83km apart
$WYFI -16.27% today following yesterdays Q1 2026 earnings report 👀
WhiteFiber is scaling quickly in HPC as colocation revenue more than doubled
The balance sheet now shows higher total assets of $796.3 million and total liabilities of $443.7 million
The Public Utility Commission of Texas just voted 5-0 to end what Gov @GregAbbott_TX calls the "postage stamp system"
It's a big change for who pays for upgrades to the grid.
"The demand in [Texas] is coming from these new large load datacenters, not residential customers"
Is Leopold Aschenbrenner's Bloom Energy bet turning into a scandal?
Tune in now!
☑️ $MARA is ripping after 2GW deal
☑️ ERCOT/PUC regulations changing
☑️ Bloom energy, everyone needs to learn about "scandium"
☑️ $IREN shareholder letter. Stock comp bonanza
The Public Utility Commission of Texas just voted 5-0 on a new way for datacenters to pay the grid.
It's got BIG implications for the future of datacenters in Texas.
Is Leopold Aschenbrenner's Bloom Energy bet turning into a scandal?
Tune in now!
☑️ $MARA is ripping after 2GW deal
☑️ ERCOT/PUC regulations changing
☑️ Bloom energy, everyone needs to learn about "scandium"
☑️ $IREN shareholder letter. Stock comp bonanza
Speculation swirls around Bloom Energy's $BE sourcing of a metal called "scandium". Are they secretly using Chinese suppliers?
That's not even the big question says @hntrbrkmedia -- there may not even be enough scandium *anywhere* to facilitate Bloom Energy's growth estimates.
Is Leopold Aschenbrenner's Bloom Energy bet turning into a scandal?
Tune in now!
☑️ $MARA is ripping after 2GW deal
☑️ ERCOT/PUC regulations changing
☑️ Bloom energy, everyone needs to learn about "scandium"
☑️ $IREN shareholder letter. Stock comp bonanza
