Rich Hastings

Father, husband,Faith, family, baseball.

[Rich Hastings @Rhfactor6]

@hicasamadim 72

[Rich Hastings @Rhfactor6]

@TheScriptOSU Henry Ford II HS. Sterling Heights Mi

[Elon Musk @elonmusk]

True

[Elon Musk @elonmusk]

The GB300 is the best AI computer

[Aakash Gupta @aakashgupta]

Nvidia just figured out how to put an AI data center on the side of your house. And pay you to host it.

Each XFRA node packs 16 Blackwell RTX Pro 6000 GPUs, 4 AMD EPYC CPUs, and 3TB of RAM in a Dell PowerEdge rack mounted next to the AC condenser. The homeowner pays nothing for the hardware. They get discounted electricity and internet in exchange for letting Span tap unused capacity on their electrical panel.

This sounds insane until you look at the actual constraint blocking AI infrastructure.

Hyperscalers are not GPU-limited. Nvidia ships them on schedule. They are not capital-limited. They are sitting on hundreds of billions in capex. What they cannot get is grid interconnection. A 100MW data center requires a substation upgrade that takes 4 to 7 years in most US markets. US grid operators have over 2,600 gigawatts stuck in their interconnection queues per Lawrence Berkeley Lab. The wait, not the silicon, is the bottleneck.

Span solved this by going behind the meter.

A new Pulte home has 200A service. That's 48kW of capacity. The home uses 1 to 3kW most hours. The headroom never gets touched. Span's smart panel measures real-time consumption and dynamically routes whatever the home isn't using to the XFRA node. No substation upgrade. No queue. Just slack capacity sitting on the residential side of the meter, already cleared.

Span claims it can deploy 8,000 nodes for one fifth the cost of a comparable 100MW centralized facility, six times faster.

PulteGroup is the wedge. They delivered 29,000 homes in 2025. The XFRA unit goes in during construction next to the smart meter. No retrofit. Pulte gets a feature on the spec sheet and revenue share on the compute that flows through the wall.

The grid was the bottleneck. Pulte just became the workaround.

[Rich Hastings @Rhfactor6]

@Miggysbat He made the All-Star game as centerfielder last year!!! SMH

[Rich Hastings @Rhfactor6]

@MSUBaseball Great stuff Mark!!

[Rich Hastings @Rhfactor6]

@JPSpartan Unreal skill and touch. Did that in a phone booth

[Rich Hastings @Rhfactor6]

@sexycelebswwe @grok who is this?

[Rich Hastings @Rhfactor6]

@TMathSports TPUSA RIGHT NOW

[Rich Hastings @Rhfactor6]

@DarkoStateNews Justin…if you haven’t seen…https://t.co/y6HTMfznyp

[Totally Tigers @totallytigersbb]

So what really happened at Tarik Skubal's arbitration hearing? More than you think. And the biggest culprit was a group you didn't even know was participating. We've got the details and why this case has become a Pandora's Box. https://t.co/jRunB8uAi2

[Rich Hastings @Rhfactor6]

@JPSpartan He did it on the post shot that was reviewed too

[Rich Hastings @Rhfactor6]

@JPSpartan @CNBC It’s becoming the TMZ of investing. Create and exploit ridiculous narratives

[Rich Hastings @Rhfactor6]

@sk7037 @CNBC wasted an entire afternoon spewing absolute BS!! I’m ready to stop watching

[Rich Hastings @Rhfactor6]

@The_AI_Investor https://t.co/vGrmG5tIGo

[Sachin Katti @sk7037]

Our partnership with NVIDIA is foundational. NVIDIA is our most important partner for both training and inference, and our entire compute fleet runs on NVIDIA GPUs. This is not a vendor relationship. It is deep, ongoing co-design. We build systems together, and our frontier models are the product of multi-year hardware and model engineering done side by side.

We scaled available compute from 0.2 GW in 2023 to 0.6 GW in 2024 to roughly 1.9 GW in 2025, and that pace is accelerating. Inference demand is growing exponentially with more users, more agents, and more always-on workloads. NVIDIA continues to set the bar for performance, efficiency, and reliability for both training and inference.

The demand curve is unmistakable. The world needs orders of magnitude more compute.

That’s why we are anchoring on NVIDIA as the core of our training and inference stack, while deliberately expanding the ecosystem around it through partnerships with Cerebras, AMD and Broadcom. This approach lets us move faster, deploy more broadly, and support the explosion of real-world use cases without sacrificing performance or reliability. The outcome is simple and durable: infrastructure that can carry frontier capability all the way into production, at global scale.

[Rich Hastings @Rhfactor6]

@carsandcars_ca Except it’s a Chrysler. 🤣

[Dan Reese @DanReese21]

What US city has the largest gap between national perception and reality?

My answer: Detroit

Everyone seems to think it’s a run down hell hole w nothing but boarded up buildings.

In reality:

> Completely rejuvenated downtown w businesses, residential, restaurants, & nice sports venues – Ford Field (Lions), Comerica Park (Tigers), Little Caesars Arena (Pistons & Red Wings)

> One of the best airports in the country – Delta hub w direct flights all over the world

> Tons of history, culture, and classic architecture

> Diversifying economy beyond auto into tech, medical, etc.

> People are genuinely nice but also super tough & resilient

Of course it’s not all unicorns and rainbows. While some parts of the city are making a comeback, others are being left behind.

There’s crime, traffic and all the other things most big cities battle.

But if Detroit has a national reputation of 1/10, in actuality I think it’s more like 7/10.

[Rich Hastings @Rhfactor6]

@WhaleEverything @NoLimitGains @grok Done