Sascha Berresch

[Sascha Berresch @CgnSascha]

or planned? ask Japan for a "favour" to dump USTs, and the USD..help China to re-flate via massive QE without destroying the CNY which would be bad for crucial imports, also to pump local consumption to rebalance the economy, while the weaker USD helps the US industry, FED needs to step in to stabilise yields and to re-finance USD debt ("The Big Print") supported by USTs stablecoin roll-out, Trump gets a tariff win from China. BTC is established as a new neutral reserve asset??? @BittelJulien @LukeGromen @RaoulGMI

[Mike Alfred @mikealfred]

Hey Grok, if SPCX's data center business represents 50% of future EBITDA and the whole company is valued at $2.2 trillion, what should the value of standalone data center businesses like CIFR, WULF, and IREN be assuming similar development pipelines?

[Sascha Berresch @CgnSascha]

@mikealfred My thinking. And he will run out of expansion potential quickly without grid access and Space DCs years away. Interesting times #Iren, #Cipher

[Sascha Berresch @CgnSascha]

@DrJStrategy 🤡

[Sascha Berresch @CgnSascha]

@podcast_alpha_x @thefriley @theallinpod @chamath @IREN_Ltd has some MW for you in 2027 and beyond…@danroberts0101

[Podcast Alpha @PodcastAlphaX]

"Compute through 2027 is sold out." OpenAI's CFO said it on air, with no hedge.

Where she's buying instead: https://t.co/btVoLLfzG9

@thefriley confirmed on @theallinpod with @chamath & others: no additional compute in 2026, 2027 "pretty limited as well." The Elon Musk anomaly - too much compute - is gone.

Where she feels most short: 2030, 2031, 2032. The market prices infrastructure on a 2-year horizon. Friar buys on 6. Oracle, CoreWeave, and Nvidia are the proxies - but the real constraint is power and land.

Source: All-In Podcast - https://t.co/tehWwzcPLs

[Jamin Ball @jaminball]

Google raising tens of billions to fun the AI buildout. I laid out in the article below how the AI buildout could hit 5% of GDP. Generational opportunity!

From the Google press release:
AI is driving an expansionary moment for Alphabet. The company is experiencing strong demand for its AI solutions and services from enterprises and consumers, at levels that are exceeding the company’s available supply

[Jamin Ball @jaminball]

We now know the SpaceX / Anthropic deal was for 325k GPUs! Have to make some assumptions on the mix shift of type of GPUs, but this probably translates to ~450mw

This translates to ~$33m / MW / Year. About 3x "market rate" but this feels like a short term "surge pricing" deal

[Sascha Berresch @CgnSascha]

@altcap @SpaceX @Gwynne_Shotwell @mntruell The NeoCloud SpaceX story should put a lot of focus on great companies such as @IREN_Ltd @mikealfred @danroberts0101

[Sascha Berresch @CgnSascha]

@altcap @SpaceX @Gwynne_Shotwell @mntruell Maybe Iren 😉👊 5 GW @mikealfred

[Sascha Berresch @CgnSascha]

@stackhodler Lucky you

[Frans Bakker @FransBakker9812]

$IREN a must read by Dan

[Sascha Berresch @CgnSascha]

@LawrenceLepard When Big print?

[Frans Bakker @FransBakker9812]

@nvidia and @IREN_Ltd Announce Strategic Partnership to Accelerate Deployment of up to 5 Gigawatts of AI Infrastructure

IREN) today announced a strategic partnership to accelerate deployment of next-generation AI infrastructure.

As part of the partnership:

$NVDA and $IREN intend to support deployment of up to 5 gigawatts of NVIDIA DSX-aligned AI infrastructure across IREN’s global data center pipeline over time.

NVIDIA and IREN will collaborate on deployment of NVIDIA accelerated compute in DSX AI factories to expand access to AI-native, startup and enterprise customers.

As part of the partnership, IREN issued to NVIDIA a five-year right to purchase up to 30 million shares of ordinary stock at an exercise price of $70 per share, resulting in a right to invest up to $2.1 billion, subject to certain conditions including regulatory.

The partnership is intended to accelerate deployment of large-scale AI factories by combining NVIDIA’s DSX AI factory architecture with IREN’s expertise across power, land, data centers, GPU deployment and infrastructure operations.

Future deployments are expected to focus on IREN’s 2-gigawatt Sweetwater campus in Texas, which the companies expect to serve as a flagship deployment for NVIDIA’s DSX architecture.

“AI factories are becoming foundational infrastructure for the global economy,” said Jensen Huang, founder and CEO of NVIDIA. “Deploying these systems at scale requires deep integration across the full stack — compute, networking, software, power and operations. IREN brings the scale and infrastructure expertise to help accelerate the buildout of next-generation AI infrastructure globally. Together, we are building for the age of AI.”

“This partnership combines NVIDIA’s AI systems and architecture leadership with IREN’s expertise across power, land, data centers, GPU deployment and infrastructure operations,” said Daniel Roberts, cofounder and co-CEO of IREN. “Together, we believe we can accelerate deployment of AI infrastructure and expand access to compute for AI-native and enterprise customers globally.”

[IREN @IREN_Ltd]

Sweetwater 1 has been successfully energized – a key milestone in the development of the broader 2GW Sweetwater campus.

@danroberts0101, Co-Founder and Co-CEO of $IREN commented:

“Delivering Sweetwater 1 substation energization on schedule reflects our disciplined execution, the strength of our supply chain relationships and the efficiency of our vertically integrated development model. It is another example of our ability to design and construct large-scale infrastructure reliably and at speed to meet market demand.”

Learn more: https://t.co/Bo0tSv67jM

[Sascha Berresch @CgnSascha]

@DrJStrategy i wonder if someone controls journalists writing such stupid stuff. crazy what market impact it has. are they allowed to trade ahead of publishing doom articles?

[Daniel Roberts @danroberts0101]

Feels like we’re still early in the compute cycle.
Supply isn’t easy, real-world constraints are everywhere.
And every step forward in AI just seems to create more demand for compute.

[Sascha Berresch @CgnSascha]

@LawrenceLepard So maybe they will!

[The AI Investor @The_AI_Investor]

Insane, OpenAI is now planning for 30GW of compute by 2030.

Just one lab, $1T TAM for Jensen, but $NVDA wont move because people are still debating should hopper be sold to China.

[investing @DollarCostAvg]

$IREN $100 + coming AHEAD. ✅

AI COMPUTE IS SINGLE MOST CONSTRAINT IN AI AT THE MOMENT.

$IREN SOLVES THIS BY BRINGING BIGGEST AI DATACENTER IN The world IN 2026

NOT 2030 BUT IN 2026 👀

[Michael Turner @Michael71T]

Hundreds of dolphins washed ashore in Somalia, after Chinese fishing vessels used powerful SONAR to chase Tunas.

Chinese fishing vessels loitering illegally inside Somalia's waters, are causing huge environmental damage!