MD

[MD @MDETME2]

@OInvests If it was a S-1 issue for Anthropic and Iren why was Anthropic able to announce Nscale, Volta and Riot Platforms.

[MD @MDETME2]

I guess WS will catch up when they own 80% of the float😆

[MD @MDETME2]

With a CAPEX of $25-30B just for FY27 how big you think IREN can be. Nevermind the new AI Frontier contract.

[MD @MDETME2]

Iren the Only newcloud in the group certified hypervizor.

[MD @MDETME2]

@itsalasdairmann no 3 year at $25M

[MD @MDETME2]

@OInvests Great earnings call!!!!

[MD @MDETME2]

Frontier Labs

Tier I
OpenAI
Anthropic
Google DeepMind — Gemini / multimodal
xAI — Grok /
Meta AI / Meta Superintelligence Labs — Llama
Tier 2 — Major/rapidly emerging frontier contenders

DeepSeek
Alibaba Qwen
Mistral AI
Thinking Machines
NVIDIA AI / Nemotron —

[MD @MDETME2]

@IREN_Ltd Anthropic. Besides the point why the secrecy. CRWV and NBIS strut around like peacocks every contract.

[MD @MDETME2]

https://t.co/EyuomUu9dB

[MD @MDETME2]

https://t.co/eDOBJ2VoiL

[MD @MDETME2]

@marksotoges Guidance has already been given 4.4B

[MD @MDETME2]

@leomgrahamm If you want, I can go one step further and reverse-map every interesting ASTS subdomain in that screenshot (BCAI, Bella-Gov, Claude Tracker, AI, DEV AI, etc.) and determine what each one appears to be associated with. That could reveal considerably more about what AST is building

[MD @MDETME2]

@leomgrahamm My takeaway: I would not treat the screenshot as evidence of an Anthropic partnership yet. I would treat it as another data point supporting the thesis that ASTS is building an actual AI/edge-computing capability —capability may have a government/national-security component.

[MD @MDETME2]

Baxtel is definitely tracking but the update may not account for the inspection, remediation, and acceptance process.

[MD @MDETME2]

@sami_igood Does that candle look similar to this one?

[MD @MDETME2]

@kerdoscapital More like 1.4B ARR x 3 years.

[MD @MDETME2]

@ASTS_LegallyMAD @AbelAvellan Maybe 5 Sats!

[MD @MDETME2]

@SmallCapSnipa There are some MW not adding up. The press release states 480MW gross 2026 and 1.2GW gross by 2027. Currently only 85% is contracted for 26 and at the Needham conference 675MW was remaining for 2027. That correlates to 72 left for 2026 and 45 for 27 to get 1.2.