Pinned
Blockspace
6,092 posts
Blockspace
@blockspace
Compute's daily show. Covering AI/HPC, energy, and powered land.
Live weekdays at 1p EST
- Illinois just passed a 0.2% tax on ALL crypto transactions *including* transactions from brokers, exchanges. Just 4 years ago Governor Pritzker said "Illinois is open for business" to crypto. @tim_niemeyer_ of @ilbtccouncil says companies "will just geofence Illinois out" and
00:00Illinois just announced a wild crypto tax & $APLD raises $1.59 billion → Trouble in private credit? → Datacenter construction decline → California utility promotes *equity* guest: @tim_niemeyer_ x.com/i/broadcasts/1… 
00:00
04:28Nebius $NBIS was "Russia's Google". Then Ukraine war and the company got hit with sanctions, executives had to leave Russia. Now they're a USA success story with revenue up 684% year over year.- Illinois just announced a wild crypto tax & $APLD raises $1.59 billion → Trouble in private credit? → Datacenter construction decline → California utility promotes *equity* guest: @tim_niemeyer_
- What's the secret behind $NVDA's $25 billion debt raise? For a company that did in $85 billion in interest, what does another $25 billion debt raise accomplish? "At this point you can't even call it frothy -- the market is effervescent with enthusiasm and the CapEx cycle is not
00:00Elon's wealth is officially bigger than Bitcoin. Hop in 🚀 → Jim Chanos is short Neoclouds → $NVDA raises $25b → $CIFR hires ERCOT director x.com/i/broadcasts/1… 
02:00- $CIFR just hired ERCOT Director Bill Blevins 👁️ This comes at a time when power-market access and load flexibility are among the hardest operational constratints faced by datacenters in Texas. "I would assume they are on the hunt for power"
00:00Elon's wealth is officially bigger than Bitcoin. Hop in 🚀 → Jim Chanos is short Neoclouds → $NVDA raises $25b → $CIFR hires ERCOT director x.com/i/broadcasts/1… - 00:00Elon's wealth is officially bigger than Bitcoin. Hop in 🚀 → Jim Chanos is short Neoclouds → $NVDA raises $25b → $CIFR hires ERCOT director x.com/i/broadcasts/1…
- Environmental Protections Agency says "no" to regulating datacenters! "Trying to establish some broad mandate at the national level could hamstring a datacenter in Texas with rules people want to make in California"
00:00Elon's wealth is officially bigger than Bitcoin. Hop in 🚀 → Jim Chanos is short Neoclouds → $NVDA raises $25b → $CIFR hires ERCOT director x.com/i/broadcasts/1… - $WYFI IS UP 43% THIS WEEK ⚡️ WhiteFiber has seen back to back 20% days this week on strong AI demand The company currently has 5,000 NVIDIA GPUs contracted as it continues to build out its AI data center portfolio
