UT now has the most AI computing power of any university. This investment, provided by Dell and NVIDIA, gives our researchers an edge in AI, cybersecurity, health, energy, advanced manufacturing, and more.
Just created a complete analysis of AI infrastructure opportunities covering chip manufacturers, power companies and system integrators.
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Awesome to be back on with @cvpayne this afternoon on Making Money talking about future 100-bagger cult stocks like IREN, CIFR, HUT and BETR. All part of the #RisingDynasty family!
$IREN is not a temporary company or a short term investment as some $NBIS shareholders claim.
Scarcity is more likely to be the case in 2030 and beyond plus $IREN has the potential to be one of the best AI factories builders in the AI revolution.
If you think that scarcity is temporary and will be fixed in a matter of a few years, you don’t know what the AI revolution is.
Bill Gates, regardless of his political background, is one of the most phenomenal icons in the history of technology and the internet era in particular. Here’s his perspective on the AI and how it is as revolutionary as the internet.
The AI is not a bubble and the amount of power it is expected to consume is beyond imagination.
This video explains exactly why I've had my high conviction on this theme $NBIS, $NBIS $CIFR, $APLD, $WULF
$MSFT: $17B deal with $NBIS
$MSFT: $9.7B deal with $IREN
$AMZN: $5.5B deal with $CIFR
The real constraint for AI isn't compute, it's power & data center warm shelves.
The @karpathy interview
0:00:00 – AGI is still a decade away
0:30:33 – LLM cognitive deficits
0:40:53 – RL is terrible
0:50:26 – How do humans learn?
1:07:13 – AGI will blend into 2% GDP growth
1:18:24 – ASI
1:33:38 – Evolution of intelligence & culture
1:43:43 - Why self driving took so long
1:57:08 - Future of education
Look up Dwarkesh Podcast on YouTube, Apple Podcasts, Spotify, etc. Enjoy!
The AI and digital asset race is now a matter of national security — and energy is the bottleneck.
We’re building Congo Digital to transform stranded natural gas into off-grid, high-density power for AI/HPC and Bitcoin infrastructure.
Would love to send over our roadmap and pitch deck — I think you’ll see how this intersects energy, compute, and strategic resilience.
What’s the best email?
@NWischoff Very cool! Would love the opportunity to discuss Congo’s vision and what we’re building—model - capture and convert stranded energy ( natural gas and renewables) to power AI/HPC. It is the future ! Building out data centers on shale fields and renewable sites in WTX .
@johnarnold Invest in Congo !! Model- capture and convert stranded energy ( Natural Gas) at well site - no turbines needed - to power AI/ HPC . It’s the future !! AI and digital asset infrastructure built out on top of shale fields !
@JTLonsdale@Cernovich Invest in Congo !! Model- capture and convert stranded energy ( natural gas ) to power AI/HPC !! It’s the future ! Data centers on top of shale basins