"We’ve also heard anecdotal checks/chatter of Vera Rubin rental pricing being better than expected which is allowing neoclouds to take more pricing." via @TMTBreakout
Bullish Neocloud? 👀
Mirantis today announced that PowerX, Inc., a Japanese clean energy company deploying EV charging stations and battery storage systems nationwide, has deployed k0s across hundreds of distributed edge sites in Japan. The deployment establishes a unified Kubernetes control plane spanning from central cloud to edge devices.
PowerX selected k0s to standardize operations across ARM and Intel hardware, replacing fragmented software stacks with a single, lightweight Kubernetes distribution.
Since deploying k0s, PowerX runs leaner and scales faster:
• One platform across heterogeneous device types
• Self-healing infrastructure that keeps sites online
• Open source at the core, with no vendor lock-in
Mirantis continues to invest in compact, production-grade Kubernetes solutions that enable organizations to operationalize distributed infrastructure at scale.
Learn more: https://t.co/vajDxCiFLG
So $IREN the full picture in the last 30 days:
🤝 NVIDIA 5GW strategic partnership
💰 NVIDIA $2.1B investment at $70
📄 NVIDIA $3.4B 5yr AI cloud contract
🖥️ DSX digital twin with BE Networks
🖥️ Dell Blackwell $1.6B deal
🇦🇺 Australia 800MW
🇪🇸 Spain 490MW
📈 ARR raised to $4.4B
📊 Every analyst repricing up
💸 GB300 financing secured
🪩 Mirantis
Stock at $62 😐
The market is handing you a gift and calling it a meme stock 😂