BR1Producciones

Apasionado de la edición de vídeo, la inversión y la IA. ¡Aprendamos juntos!

[BR1Producciones @BR1Prods]

La IA es una verdadera revolución y viene con muchísimo dinero en inversiones.

Estas son las industrias que más dinero van a ganar con la inteligencia artificial (vídeo en el siguiente tuit ⤵️) #Inversión #IA #energia #gpu #dinero

[BR1Producciones @BR1Prods]

@alc2022 Sí

[BR1Producciones @BR1Prods]

@AceKicker13 Keep up the amazing content mate!

Really appreciate it!

[Ace-Kicker @AceKicker13]

1. The core building
Along the Coquiwaldie Rd frontage, between the substation and the four halls, sits what looks like the network core building. It has three rooftop cooling units, a lot of cooling for a building this size, which points to core routers, switches and carrier gear inside.
2. Two entrances
Two large cabinets on the building wall each have a group of four conduits heading out toward the halls. Four halls, four conduits per group: that maps to one A path and one B path for every hall, kept physically separate so a single fault can't take out both.
3. Its own backup power
Two generators on a dedicated pad beside the building back up the network core separately from the halls' 2.5MW generators. If the grid drops, the network stays up.
4. The carrier handoff
Near the road, a small prefab shelter with a manhole, mixed-size conduits and a propane tank looks like a carrier termination point, where outside fiber lands before being handed to IREN.
5. Close to the power
The core building sits near IREN's on-site substation and across the yard from the data halls, so fiber runs to each hall are short.

Why this matters:

1. AI cloud customers pay for uptime. A single fiber cut on a remote site can mean dropped training runs, failed inference calls and SLA penalties.
2. Northern BC has historically depended on thin fiber routes. Two independent paths mean a backhoe, a wildfire or a pole fire on one route doesn't take the site offline.
3. Redundant power, cooling and network are what separates a data center that hosts compute from one that can sign long-term customer contracts.
4. It's far cheaper to build the second path before the GPUs go live than after.

Redundant power, cooling, and now fiber: Mackenzie is being built to STAY up and running.

$IREN

[Ace-Kicker @AceKicker13]

Mackenzie's Fiber Network: Why $IREN built dual, physically diverse fiber paths into the site.

IREN's own site description says Mackenzie has "dual, physically diverse fiber paths." In 2024, IREN's COO said the town fibre partnership with the District of Mackenzie would provide dual redundancy for its data centers.

Footage from 9/23 shows where that infrastructure appears to sit. Details will be limited due to how critical this infrastructure is.

[BR1Producciones @BR1Prods]

Tanto el petróleo como los bonos bajan esta mañana.

Ayer, con los bonos en subida el mercado subió mientras que las neoclouds bajaron. ¿Tendremos rally hoy?

[BR1Producciones @BR1Prods]

Según The Information, Meta y Microsoft están reduciendo su dependencia de Claude:
• Microsoft recortaría >1/3 de su gasto interno en Claude.
• Los usuarios de Claude Code en Meta se habrían reducido a la mitad.
Un dato a vigilar antes de la posible OPV de Anthropic.

[BR1Producciones @BR1Prods]

$IREN: La directiva mantiene el objetivo de entregar Horizon 2-4 durante 2026.

Cloud revenue podría alcanzar ~$1B en 1Q27 frente a ~$70M en 2Q26. Los despliegues de NVIDIA comenzarían a principios de 2027.

Necesitamos: ejecución + nuevos contratos + financiación no dilutiva.

[Small Cap Snipa @SmallCapSnipa]

H.C. WAINWRIGHT $IREN CHILDRESS UPDATE:

“Management reiterated that IREN remains on track to deliver Horizons 2-4 at Childress through year-end”

[BR1Producciones @BR1Prods]

Por otro lado, los aliados de EE.UU. en Oriente Medio han encontrado rutas alternativas para exportar su petróleo y, según la Navi americana, el crudo circula por el estrecho de Ormuz casi a niveles pre-guerra.

¿Badaj del petróleo, inflación y tipos de interés? ¿Mercado 🚀?

[BR1Producciones @BR1Prods]

Interesante desarrollo de los acontecimientos.

Puede que Trump no acabe (ni quiera acabar) con la guerra de Irán, pero si consigue un avance en el conflicto en Europa con Rusia volviendo a exportar petróleo, creo que el mercado lo verá como positivo.

[*Walter Bloomberg @DeItaone]

U.S.-RUSSIA UKRAINE TALKS EXPAND TO MULTIBILLION-DOLLAR OIL DEAL

Trump administration talks with Russia over ending the Ukraine war have expanded to include a potential multibillion-dollar deal involving Lukoil’s global oil assets, Reuters reports, citing the NYT.

The deal requires U.S. and Kremlin approval and was reportedly raised by Vladimir Putin during a September meeting with Steve Witkoff and Jared Kushner.

[BR1Producciones @BR1Prods]

@FransBakker9812 Frans you are a blessing for us shareholders! Thanks for sharing!

[BR1Producciones @BR1Prods]

Datos de empleo en EE.UU. más débiles de lo esperado:
• Nóminas: +29K vs +89K esperado
• Desempleo: 4,2% vs 4,1%
• Salarios: +0,1% vs +0,3%

Los mercados reducen la probabilidad de una subida de tipos en octubre. Polymarket muestra 85% de probabilidad de mantener los tipos.

[BR1Producciones @BR1Prods]

Citadel, el fondo que maneja 76.000 millones en activos, se habría hecho con casi un 5% de $IREN según los últimos reportes.

Su compra es de 17,8 millones de acciones.

¿Bullish o usarán las acciones para hacer trading?

[BR1Producciones @BR1Prods]

@StockAnalystPro True hero!

[BR1Producciones @BR1Prods]

Datos de inflación por debajo de las expectativas de todos los analistas, lo que empuja a la baja las probabilidades de una subida de tipos de interés por parte de la Fed.

Al mercado le gusta.

[BR1Producciones @BR1Prods]

@AceKicker13 Amazing man! Thank you very much for sharing

[Ace-Kicker @AceKicker13]

$IREN Mackenzie UPDATE: 9/23 Drone Footage
LOTS of progress has been made over the last two months. I discuss further below:

[Ace-Kicker @AceKicker13]

Data halls are numbered 1–4 from the top of the pic to the bottom.

The four long gray boxes running perpendicular to each hall on the left side appear to be utility vaults over the main electrical corridor that brings the 34.5kv power in from the on-site substation. (will show in later post)

Dan Roberts confirmed on the FY26 call that GPUs are racked in two buildings. Based on exterior progress and my opinion, halls 1, 2 & 3 all seem to have GPUs racked. (I will explain more on this later)

Mackenzie includes four 20MW data halls that are energized by BC Hydro through IREN's own on-site 34.5KV substation with redundant power provided by 32 2.5MW diesel generators. Each of those data halls has eight segments comprised of the following:

-Concrete Pad
-MER (Modular Electrical Room)
-34.5KV to 480V Step-Down Transformer
-2.5MW Diesel Generator (backup power)
-ATS/Distribution Panel (interconnected to grid power from step-down transformer, generator, MER and distribution lines to server racks as well as ATS or Automatic Transfer Switch)

Level of Completeness:

Data Hall 1:
-8 of 8 concrete pads poured
-8 of 8 MERs in place
-8 of 8 2.5MW diesel generators in place
-8 of 8 34.5kV to 480V stepdown transformers in place
-34.5kV utility vault enclosure in place
-1 of 8 ATS/Distribution Panels in place
- Large amount of cabling run, but not terminated

Data Hall 2:
-8 of 8 concrete pads poured
-7 of 8 MERs in place
-6 of 8 2.5MW diesel generators in place
-8 of 8 34.5kV to 480V stepdown transformers in place
-34.5kV utility vault enclosure in place
-0 of 8 ATS/Distribution Panels in place
- Large amount of cabling run, but not terminated

Data Hall 3:
-8 of 8 concrete pads poured
-8 of 8 MERs in place
-6 of 8 2.5MW diesel generators in place
-8 of 8 34.5kV to 480V stepdown transformers in place
-34.5kV utility vault enclosure in place
-3 of 8 ATS/Distribution Panels in place
- Large amount of cabling run, but not terminated

Data Hall 4: furthest from completion
-3 of 8 concrete pads poured; the other 5 are formed and may be poured by now
-0 of 8 MERs in place
-0 of 8 2.5MW diesel generators in place
-8 of 8 step-down transformers in place
-34.5kV utility vault enclosure in place
-0 of 8 ATS/Distribution Panels in place
- No cabling ran at all

What is Missing From Halls 1-4:
-12 2.5MW diesel generators (onsite in staging area)
-9 MERs (not confirmed onsite yet)
-28 ATS/Distribution Panels (not confirmed onsite yet)

I defer to @FransBakker9812 for time-to-completion estimates and if this is on track to go live before year-end. I believe it is.

Stay tuned, more zoomed-in stills and details to come in future posts.

Workers are living on-site and working night and day, God bless them.

What details would you like me to dive into more and/or show pics of?
-Power infrastructure, Sub-Station
-Detailed overview of one of the 32 segments/pads
-Dual Fiber Path Network (for redundancy)
-Staging area and materials onsite
-Timeline to completion

More posts to come, God Bless!

[BR1Producciones @BR1Prods]

@HyperTechInvest @zephyr_z9 @jukan05 @insane_analyst @SemiAnalysis_ ¡Gracias por la lista!

[BR1Producciones @BR1Prods]

@AceKicker13 Deserved. Thanks for the effort for all the shareholders!

[BR1Producciones @BR1Prods]

OpenAI reabrirá mañana el Pro de $200/mes, pero cambiará cómo calcula el uso: equivaldrá a ~50% menos gasto API que el antiguo plan.

No volverá el límite de 5h y llegarán nuevas funciones que no consumirán cuota.

[Tibo @thsottiaux]

Hi,

Tomorrow we are re-opening the Pro $200 subscriptions to new subscribers, but together with it we are also changing how we calculate the usage for it. In effect, if you do the math, it will net out at half the dollar in API spend compared to the old Pro $200 plan.

Now that it's said, let me explain why this is happening and why you will still get more work done than if you were on the Pro $200 subscription one month ago.

(a) We didn't want to compromise in other ways and are committing to not reintroducing the 5h limit, so that you can fully use the weekly usage when you want.
(b) On the subscription, we guarantee that over time you always get more work done and with an increasing level of quality. This means that you will continue to get more value per dollar spent as a result of models getting more efficient and us passing down the improvements in the form of API price reductions.
(c) We don't want to put an incentive on ourselves to artificially inflate the API list prices to make it look like you are getting a lot (and workaround it through discounts, etc). Instead we want to continue to both rapidly reduce prices and increase capabilities of models on the API. This week we introduced GPT-6 Sol and GPT-6 Luna at 50% of their previous price. Over time, we see prices go low enough that it makes sense for most to buy usage as needed without there being a significant gap between what you get in a subscription and what you get in the API for a dollar spent.
(d) Tomorrow, we are adding more things to the subscription that won't draw on the usage, I won't reveal what that is yet.

I wanted to be transparent before all the big announcements tomorrow. Lots of new exciting things are coming to the subscriptions that will make it super compelling, but I wanted to make sure to share this change ahead of time so you can all understand it before we shower you with good news.

Codexingly,
Tibo