.

[Wall St Engine @wallstengine]

$NVDA DENIES PAUSING ITS AI CLOUD REVENUE-SHARING PROGRAM, SAYS THE BUSINESS MODEL REMAINS IN PLACE.

[Tsuff10 @Tsuff101]

@mdmadna @jqhary @BitcoinAIGuy And their new factory in Nevada is expected to be able to produce 120,000 SealMiners a year.
120,000 A4 ultra = 106.32EH/s annually

[Godel Terminal @GodelTerminal]

Supply chain data (SPLC) is now live on Godel Terminal

→ Map any company's suppliers, customers, competitors and partners
→ Start with one name and see everything around it
→ Thousands of companies mapped, global coverage

Institutional-grade relationship data, now available to everyone.

[Tsuff10 @Tsuff101]

@mdmadna @jqhary @BitcoinAIGuy +Tydal 2027 revenue ≈ $204M
And They are targeting 150 IT MW AI Cloud ready capacity by Q3 2027
and 350 IT MW by Q1 2028.

[Lark Davis @LarkDavis]

Bernstein just updated its BTC target.

$125K by end of 2026
$300K cycle peak in 2029
$1M by 2033

That’s the base case. Bull case is $500K in 2029.

They say institutions capped this drawdown at ~50% vs the old 75–90% crashes.

Possible or too bullish?

[Tsuff10 @Tsuff101]

The fact that $BTDR can easily reach 50K BTC on its balance sheet by 2030 is not priced in.

[Bitdeer AI @Bitdeer_AI]

GLM-5.3-Flash (aka Ox Alpha) 🐂 is live on @Bitdeer_AI Model Studio 💥

🦾 Frontier-class agentic coding, a fraction of the cost
👁️ Natively multimodal with vision built in
📝 1M token context
🎓 320B-A18B, @MIT License

Try it now 👉 https://t.co/dLMTeBcStP

@Zai_org ⚡

[McNallie Money @McnallieM]

🚨 @Bitdeer 's A102 Facility Fully Committed Ahead of Energization 🚨

⚡ $800M+ contracted revenue — A102's 9.5MW in Malaysia is now 100% booked under long-term offtake agreements, even before its November 2026 ready-for-service date

⚡ 1,190 BTC mined in July — up 322% YoY, with self-mining hash rate climbing to ~76.7 EH/s

⚡ 95% GPU utilization — holding steady across 4,248 deployed GPUs (H100 through GB300), with $76M ARR unchanged month-over-month

⚡ 141.4 MW total AI Cloud pipeline — spanning Malaysia, Norway, Washington, and Tennessee, with A201's 21.7MW now in active contract negotiations

⚡ Pricing tailwind ahead — management explicitly expects AI Cloud pricing to increase further in the near term as demand continues to outpace supply

Locking in a full facility's revenue before it's even energized, while simultaneously growing Bitcoin production 3x YoY, shows both sides of $BTDR 's platform are executing in parallel rather than one subsidizing the other.

[Remarks @remarks]

JUST IN: 🇺🇸 President Trump says he supports banning Sharia Law nationwide.

[matthew sigel, recovering CFA @matthew_sigel]

Anthropic to pay Nscale $45B for AI Compute

>Nscale's off-grid Monarch compute campus to be built with NVDA chips; initial deal for 2GW of CAT turbines
>$45B covers 460MW out of Phase 1 planned 1.3GW
>Phase 2 up to 8GW
>MSFT had signed LOI but backed out earlier in the summer opening up the capacity to Anthropic

[BitcoinAIGuy @BitcoinAIGuy]

@Bitdeer Good progress

[Tsuff10 @Tsuff101]

@Bitdeer @Bitdeer_AI Extraordinary execution 💪💪

[Bitdeer @Bitdeer]

Strong demand. Fast momentum.

In just one week, @Bitdeer_AI’s upcoming 9.5MW Malaysia facility has gone from ~50% to fully committed — with over $800M in total expected contracted revenue.

More to come.🙌

[Bitdeer @Bitdeer]

Two weeks. Two leading AI models. Free access. 📷

Explore DeepSeek V4 Flash (0731) and Qwen-3.8-27B on @Bitdeer_AI Model Studio — available free for 14 days with a minimum $5 top-up.

Claim your free access: https://t.co/kx6LxV6gFT

[Bitdeer @Bitdeer]

1,000X+ registration growth in just one week — an incredible milestone for @Bitdeer_AI Model Studio.

As the community grows, so does our commitment to keeping the platform fair, secure and reliable for everyone building with us.🔒

[Salaar @jqhary]

Good update from bitdeer $BTDR.

Path to ~$800M AI cloud + colo ARR in 1H27 (10x) & ~$3B ARR (40x) by YE27.

Expect significant re-rate higher.

Need remainder of 350MW AI cloud + Rockdale colo plan.

🎯 📈

[Polymarket Money @PolymarketMoney]

BREAKING: Bernstein sees Bitcoin reaching roughly $1 million by 2033 as rising sovereign debt drives eventual currency debasement.

[. @Winterslovesu]

@Bitdeer Great Job!

[Bitdeer AI @Bitdeer_AI]

Demand is keen and strong. 🔥

🚀 Milestone: @Bitdeer_AI's upcoming 9.5MW A102 facility in #Malaysia is now fully committed under long-term offtake agreements ahead of energization — up from ~50% just one week ago! 🇲🇾 Over $800M of total expected contracted revenue at this site.

A formal announcement will follow upon execution of the definitive agreement for the remaining ~50% — stay tuned!📢

We execute to power your AI! ⚡
https://t.co/h4dpCnBccP