Top Tweets for #Fluidstack
💰 レオポルド・アッシェンブレナーの「Situational Awareness」が #FluidStack の10億ドル調達ラウンドを共同リードする交渉中とBloomberg報道！
AI基盤インフラへの大型投資、仮想通貨界隈も注目ですね👀
https://t.co/Clx261C4Fb
[ ZOOMER ]
LEOPOLD ASCHENBRENNER'S SITUATIONAL AWARENESS IN TALKS TO CO-LEAD FLUIDSTACK'S LATEST $1B FUNDING ROUND: BBG
"Fluidstack has abandoned a $11.5 billion data center project in northern France to PRIORITIZE U.S. OPERATIONS, according to a Bloomberg report Thursday."
$CIFR 👀🫡
I see you @rftylerpage wen moar deal with #Fluidstack
https://t.co/126ErTZtXA
🏗️【500 亿美元 #AI #数据中心：#Anthropic + #Cisco，基础设施全面开卷】🧠
📍核心摘要：发生了什么
1⃣Anthropic 宣布将与基础设施供应商 #Fluidstack 在美国 #德州 和 #纽约 投资 500 亿美元 建设定制 AI 数据中心，未来还会扩展更多站点。
2⃣项目预计带来约 800 个长期岗位、2400 个建设岗位，是川普政府 AI 行动计划下的代表性投资之一。
3⃣同一天，Cisco 上调年度收入和利润预期，称预计到 2026 财年从 AI 基础设施（主要是数据中心网络设备）获得 30 亿美元收入，并已拿下超过 20 亿美元 AI 订单。
💡背景知识：前因后果
1⃣大模型��仅烧显卡，还要巨量的数据中心电力、制冷和网络。美国政府正推动 AI 投资“回流美国”，保持在 AI 基础设施上的领先。
2⃣从 #Nvidia、#超大算力集群，到 #电力和 #光纤，整个“#AI供应链”正在变成一个新的重资产产业。
⚙️技术机制
1⃣Anthropic 的新数据中心是为自家 #Claude 模型定制的，重点优化：
🛑高密度 #GPU 机架，支持大规模并行训练和推理；
🛑低延迟网络互联（正是 Cisco 受益的部分）；
🛑能源效率和散热设计，以降低长期电力成本和碳排放。
2⃣Cisco 则通过新型高性能交换机 + “Unified Edge” 计算平台切入：将 AI 推理能力下沉到门店、工厂等“边缘场景”。
💬小白也能懂
1⃣把今天的 AI 想象成“互联网刚普及时的电厂建设”：
👉模型越强 → 算力、带宽、电力需求越夸张 → 数据中心成新型基础设施。
2⃣对普通用户来说：
👉这些投资意味着未来 AI 服务更稳定、更便宜、更不容易排队爆满。
📈趋势与影响
1⃣对开发者：
🛑大厂疯狂砸钱建基础设施，意味着未来“按量计费的云上算力”更充分，你可以省去自建机房的成本。
2⃣对企业：
🛑谁先在本地拿到充足的 AI 算力，谁就能优先上马 AI 项目；
🛑对能源、电网、冷却等产业也将是长期利好。
3⃣对政策：
🛑AI 基建日益被当作“战略资产”，跟半导体和电力类似，地缘政治因素可能会越来越重。
4⃣热度
🔥资本市场高度关注，Cisco 盘后股价一度上涨 7% 左右。
🔗延伸阅读
Reuters：Anthropic to invest $50 billion to build data centers in US Reuters
https://t.co/N9sjJUqff7
Reuters：Cisco raises annual forecast on AI-driven demand for networking gear Reuters
https://t.co/QoMmw6Dzri
2025-11-12
🔥 The Hidden $GOOG x $CIFR Connection Nobody’s Talking About!
💡 Cipher signed a 10-year, 168 MW AI hosting deal with #Fluidstack — a massive leap into AI infrastructure.
But here’s the twist 👇
💥 #Google quietly stepped in as the safety net. If Fluidstack can’t pay, Google will cover up to $1.4 billion of those payments! 💰
🧾 What Google gets:
➡️ 24.18 million stock warrants (rights to buy CIFR shares at $11.50)
➡️ That’s up to ~5% ownership if exercised.
🚀 Why it’s huge for $CIFR:
✅ De-risked revenue: guaranteed payments mean predictable cash flow.
✅ Investor confidence: Google doesn’t back weak projects.
✅ Financing power: easier funding with Google behind the cash flows.
✅ Strategic signal: Cipher’s shifting from miner ➜ AI-infra builder.
And guess who’s leading the charge?
👉 Belinda Baker, Cipher’s Program Manager — ex-Google, helped run Google’s data centers and even worked on the Data Center Robotics Team 🤖
This isn’t just hype.
It’s Google’s money + Google’s talent — powering Cipher’s leap from crypto miner to AI infrastructure leader ⚡
#CIFR #Google #AIInfrastructure #DataCenters #StockMarket
#SemiAnalysis Dylana Patela seřadilo neoclaudy. Zajímavé srovnání.
Dle jejich hodnocení vede #CoreWeave následovaný cloudy #Nebius, překvapivě MS Azure, #Oracle nebo #FluidStack (ten uzavřel nedávno dohodu s TeraWulfem)
Dlouho rozebíraný konkurent CoreWeavu Lambda je stejně jako AWS či Google Cloud na 3 místě.
Ostatní téměř ani neznám.
CoreWeave is the only Platinum in SemiAnalysis GPU cloud ClusterMAX - Nov 2025. $CRWV
FINANCING DEAL
The financing supports a 10-year colocation deal with AI cloud provider #Fluidstack, valued at $3.7B in contracted revenue.
#TeraWulf currently operates with ~827.5 MW gross capacity and ~662 MW of critical IT load across its sites.🚀
🌐 $GOOGL #Alphabet. Firmó un acuerdo con #Fluidstack, startup de cómputo en inteligencia artificial, que le otorga el derecho de comprar una participación de 5.4% en #CipherMining. #InversionesAM
Cipher Mining $CIFR – #Fluidstack Agreement
🖊️Contract: 10-year AI hosting deal for 168 MW critical IT load
📊Revenue: ≈ $3B contracted over 10 years (with two 5-year extension options up to ~$7B)
🗓️Timeline: Delivery of 168 MW capacity by Sep 2026
🏦Financial Backing: Google backstops $1.4B of obligations, receives ~5.4% equity stake via warrants
🗾Site: Barber Lake, Texas – 587 acres, expandable to 500+ MW
🔮Pipeline: Cipher now at ~2.4 GW HPC/AI development capacity
💰CapEx Intensity: $9–11M per MW of build cost
💲Margin Guidance: Expected 80–85% NOI margin on hosting operations
TPU 晶片能替代 Nvidia？Google 加速佈局自研 AI 晶片
🔥 Google 正強勢挑戰 #Nvidia 的 #AI 晶片霸主地位！據《The Information》報導，Google 不僅首次與第三方 #雲端 服務商 #Fluidstack 達成協議，在其資料中心部署自研 TPU 晶片，並獲得高達 32 億美元資金支持，更與多家原依賴 Nvidia 的雲端服務商展開合作談判。
🚀 這一戰略旨在減少對 Nvidia GPU 的依賴，構建更自主的 AI ���片生態。新一代 Trillium 和即將推出的 Ironwood TPU 表現強勁，運算能力高達 4,250 萬兆次，成本效率顯著，吸引越來越多 AI 實驗室關注。
📈 有分析認為，若 #Google 將 TPU 業務與 #DeepMind 合併分拆，估值或達 9000 億美元。儘管黃仁勳仍自信表示「開發者更愛 GPU」，市場卻反應熱烈：#Alphabet 股價單日暴漲 9.14%，市值猛增 2300 億美元，創歷史新高！
@GeminiApp @Google
#Google #AI晶片 #TPU #Nvidia #雲端運算 #科技競爭 #Nvidia #輝達
TeraWulf pivots to AI with $3.7B deal backed by Google! ☁️💰 Big shift from Bitcoin mining to AI infra. #TeraWulf #AI #Crypto #Google #Fluidstack
https://t.co/YdWXdJajuP
$WULF already locked 72.5 MW (60 MW IT) for >$1B over 10 years, plus option for +135 MW with Core42. Now Fluidstack adds 200+ MW and $3.7B.
$WULF is becoming a huge AI infra play.
#datacenters #google #fluidstack
TeraWulf Signs 200+ MW, 10-Year AI Hosting Agreements with Fluidstack 🐺
TeraWulf will deliver over 200 MW of critical IT load at its Lake Mariner data center campus to Fluidstack. The agreements represent ~$3.7 billion in contracted revenue over the initial 10-year terms and includes two five-year extension options which, if exercised, would bring the total contract revenue to ~$8.7 billion.
To support the buildout, @google will backstop $1.8 billion of @fluidstack's lease obligations to support project-related debt financing, and will receive warrants to acquire ~41 million shares of $WULF common stock, equating to an ~8% pro forma equity ownership stake.
#SommetActionIA : le gigantesque #datacenter que #Fluidstack veut construire aura un coût initial de 10 milliards d’euros. Le projet, soutenu par l’Etat, permettra à la France de se positionner comme un hub mondial en matière d’#IA générative🤖🇫🇷
https://t.co/Ohs2jXY6mt
Review! #FluidStack #Pays $50 To #Rent Your #Computer #RTThis for #followback https://t.co/U17ilf9lRT #review #services
Be sure to visit https://t.co/8KUYIz8PIo and use code LYRID2947 for a 10% discount off cloud GPU gaming desktops!
#LYRID #fluidstack
Sell Your Internet Bandwidth With These 4 Programs - A Passive Income Op... https://t.co/bF1VbS6UMM via @YouTube #fluidstack #loadteam #honeygain #packetstream #passiveincome
What's up with your web stack? #fluidstack as a next gen reference implementation leveraging #prisma presented by @stripe devs @fdesverne @thorwebdev #PrismaDay
@ZooletteDesBois est passée de #fullstack à #MinimalStack… pourquoi pas #FluidStack… et finalement #UX…
Last Seen Hashtags on Sotwe
boppers
Seen from United States
faketoks madre-hijo
Seen from Turkey
shemale cum
Seen from United States
البدوية
Seen from Jordan
تانجو_الطرية
Seen from United States
Danyancat
Seen from Mexico
bandit #gay
Seen from Mexico
pmv #bbc #splitscreen
Seen from United States
teenagegirls #nolimit anyage
Seen from Singapore
asiansims
Seen from United States
Most Popular Users
Elon Musk 
@elonmusk
240.2M followers
Barack Obama
@barackobama
119.3M followers
Donald J. Trump
@realdonaldtrump
111.6M followers
Cristiano Ronaldo
@cristiano
109.3M followers
Narendra Modi
@narendramodi
106.9M followers
Rihanna
@rihanna
97.4M followers
NASA
@nasa
92.1M followers
Justin Bieber
@justinbieber
90.6M followers
KATY PERRY
@katyperry
87M followers
Taylor Swift
@taylorswift13
80.9M followers
Lady Gaga
@ladygaga
72.4M followers
Kim Kardashian
@kimkardashian
69.5M followers
Virat Kohli
@imvkohli
68.9M followers
YouTube
@youtube
68.6M followers
Bill Gates
@billgates
63.5M followers
The Ellen Show
@theellenshow
62.5M followers
CNN
@cnn
61.9M followers
Neymar Jr
@neymarjr
61.5M followers
X
@x
60.9M followers
Selena Gomez
@selenagomez
60.1M followers