Australian DLT🌈

Independent research mapping Australian #Fintech and Distributed Ledger Technology 🌏⚡️

[Australian DLT🌈 @AIdatacentres]

In May we made six data centre predictions. One came in early, two missed.
Six more to 31 December, including a 2GW gas campus that never connects to the grid, and an ASX float worth more than every listed Australian operator.
https://t.co/sKjrSkekRC

[Australian DLT🌈 @AIdatacentres]

Channel 7 tried to scare Australia about data centres. Instead it made the industry's case: the scale, the economics, the reason the AI build-out is landing here.

https://t.co/UbpFT0h4Z6

[Australian DLT🌈 @AIdatacentres]

US$15bn. 1.4GW. @AnthropicAI’s confidential tender for Australian data centre capacity is several times the size it disclosed in May. Infratil's CDC is the reported frontrunner at ~500MW, and financing is the gating item. https://t.co/jWcwXNBDoV

[Australian DLT🌈 @AIdatacentres]

Data centre myths in Australia: seven claims busted, and the real concerns behind them

https://t.co/n4zyWS6wm0

[Australian DLT🌈 @AIdatacentres]

@airtrunk is set to file for a Singapore REIT of up to US$1.5bn, which would be Singapore's biggest float since 2017. What the move means for Australia's data centre market: https://t.co/mMZ6SmxKAZ

[Australian DLT🌈 @AIdatacentres]

2/ Who anchored it: Leopold Aschenbrenner's Situational Awareness, the ex-OpenAI researcher whose thesis is that power and compute, not software, are the real limit on AI. The fund also holds Sydney-founded IREN, so two Australian-founded AI infrastructure names.

[Australian DLT🌈 @AIdatacentres]

1/ @sharon__ai ($SHAZ) is targeting a second-half-July ASX listing. The Australian-founded AI cloud company has started a Macquarie-run roadshow, weeks after an oversubscribed US$1.6B raise. https://t.co/7XIDHlailx

[Australian DLT🌈 @AIdatacentres]

Someone's actually put a date on when @Telstra could run with barely any staff: 2030. Not just call centres, but software, support, even the team that watches the network 24/7.
https://t.co/BE6WmUUZpZ

[Stockhead @StockheadAU]

The world is throwing serious money at data centres, and Australia is moving fast to make sure it gets its share. https://t.co/1IWFWH5t9l

[Australian DLT🌈 @AIdatacentres]

@EvelinaHahne Agreed. Just bring in the expats, no more immigrants

[Australian DLT🌈 @AIdatacentres]

@Bobb_DeFi @FabrizioRomano But we should absolutely pocket watch. And yeah net spend is within stipulation. Revenue is up and players sales allow for probably another £100m or so spend if we wanted (after Isak) and next year we can still pull a Chelsea and sell our women’s team back to ourself

[Australian DLT🌈 @AIdatacentres]

@BrilynHollyhand Don’t be a moron. He’s the king, he doesn’t have to sacrifice any body part to do whatever he wants. That’s his god-given right!

[Australian DLT🌈 @AIdatacentres]

@JustRelaxEvery1 @GavinNewsom @KidRock Just relax snowflake

[Australian DLT🌈 @AIdatacentres]

@devildog_1986 @GavinNewsom @KidRock Are you silly, when you have authority and power, you can do anything you want. Those rules only apply to plebs

[Australian DLT🌈 @AIdatacentres]

@Chelsea4everA @FabrizioRomano Negotiate what exactly?

[Australian DLT🌈 @AIdatacentres]

@FanJDVance Isn’t that JD’s wife?

[Australian DLT🌈 @AIdatacentres]

@elonmusk I hate Scam Altman so much. He’s probably just about as dumb as Trump. Elon for president!!!

[Australian DLT🌈 @AIdatacentres]

@elonmusk Wow the vibe, and the rhythm! Wish there were more charismatic rallies like this. Thanks for posting! (Oh Elon for president btw!)

[Australian DLT🌈 @AIdatacentres]

@realDonaldTrump Isn’t this Elon’s idea. Hate how he steals all of the genius’ ideas. Elon for president!!!

[Australian DLT🌈 @AIdatacentres]

@JDVance Shuddup and just let Elon do the talking. Clearly he’s the one pulling the strings. Too bad he can’t be president. Definitely would have my vote!!