Top Tweets for #GPUaas
Huge congratulations to @get_hydrahost on its $100M Series A.
We're excited to have invested in this round and to support the team's vision for the future of AI infrastructure.
#PROOF #venturecapital #portfoliocompany #HydraHost #AIInfrastructure #GPUaaS
Hydra Host has raised a $100 million Series A led by @KindredVentures, with participation from @nvidia, @ARKInvest, @splycapital, Era Funds, @ComcastVentures, Magnetar, @PEAK6 , and support from existing investors including @foundersfund, @10xFounders, Sterling Road, Denver Ventures, and Flume Ventures.
🔹AI data centers use the Brokkr AI Factory Operating System™ to deploy, operate, and monetize GPU infrastructure.
🔹AI builders gain direct access to standardized, sovereign, and secure Confidential Metal™ for their training and inference workloads.
50+ partner data centers. Global GPU infrastructure. Real-world AI workloads.
We're grateful to our customers, partners, investors, and team members who helped make this possible.
Read more: https://t.co/KdeP0obqXH
#HydraHost #BrokkrAIFactoryOS #AIInfrastructure #ConfidentialMetal #MonetizeGPU
Woww @DigipowerX just launched the new @Neocloudz website today
From transitional pivot to full-stack AI platform: #GPUaaS + live managed #Kubernetes/Slurm + auto-scaling software. This on top of owned 70 MW power and commissioned Blackwell pods.
Customers can rent high-performance computing anywhere, anytime.
$DGXX is now starting to look like #NBIS: both offers software and different services - high-margin, multi-year contracts.
NBIS trades at 40B+ MC, while DGXX trades at $400M MC = 100x
Downsides capped by signed @subquadratic + $1.1B #Cerebras deals. Upside from the 13 MW available in Alabama → plus additional sites remains massive.
Estimated 2027 recurring revenue already 4x+ current run-rate → $11–$16/share potential on the low end alone, literally fastest power-to-revenue pace comparing to peers.
Still below $1B MC… insanely undervalued for how far ahead they are and what they’ve accomplished.
I believe another #hyperscaler deal is on the table. When the deal happens, spotlight will be flashing, and the #rerate will accelerate hard.
Perhaps 5-10x like NBIS did from pre-contract low?
Definitely the most asymmetric setup in AI infra theme.
Disclaimer: just opinions, Not FA. DYOR.
Memory and photonics have already run hard, but Layer 5 (Capacity Operators) has the biggest catch-up left. 🤖
$DGXX, sitting at only $240M micro-cap, looks like one of the cleanest pure-play #GPUaaS rare setups in the entire AI infrastructure stack.
Most peers are still years behind - stuck in permitting, transformer shortages, and grid upgrades.
DGXX has already completed the hard pivot: owns 70 MW approved power + commissioned ARMS 200 modular Blackwell pods at Alabama. This is literally the fastest way to turn power into revenue with scarce live Blackwell GPUaaS capacity.
Balance sheet is rock-solid: zero debt, ~$93M strong liquidity with no forced dilution.
The stock has gone through classic micro-cap volatility. Now it sits at a clear inflection point.
First anchor GPUaaS deal signed - $19.6M SubQ AI revenue goes live May 15. This proves the model works and derisks everything. Advancing hyperscaler discussions with customers desperate for immediate capacity.
Superstar team with hyperscaler DNA:
Venkat Rangasamy (ex-Oracle AI Factories) as VP AI Infrastructure, @hansvestberg (ex-Verizon CEO) co-founding USDC, @GerardRotonda (ex-CFO Deutsche Bank) on the board. Talent this caliber only joins a microcap when they see something truly special.
The recent #USDC spinoff is brilliant and shareholder-friendly: with subsidiary entity raises dedicated capital for pods & GPUs separately - no dilution or debt for DGXX parent entity. DGXX keeps 55% ownership and the majority upside.
Roadmap with high visibility: 10 MW by Q3 2026 → ~$137–152M ARR + colocation → $11–$30/share (4-9x from here). Full 70 MW Alabama scaling → $7B–$12B+ market cap upside.
It’s not if but how fast - hyperscalers are hungry for immediately available power and capacity, and DGXX already has it. And, this is just the beginning of a multi-year AI capacity supercycle - demand for live power and GPUs will only keep growing.
$DGXX reminds me of the early-stage #IREN/#CIFR, both rerated 5-10x+ from pre-contract lows - the risk/reward looks exceptional from here, and it is still completely under the radar.
This could be us retail’s chance to get ahead before market finally connects the dots 🔥 (institutions flood in and analysts raise guidance.)
Disclaimer: not financial advice. Always DYOR.
happy to hear your thoughts on this @aleabitoreddit @mikealfred @ericjackson @leopoldasch @sunxliao
@michelamar3 @StockSavvyShay @TheTechInvest @jiahanjimliu @kevinxu @ROIRecruiter @chinoalemano @rk8215 @Mr_Derivatives @UncleAlpha007 @michaelsikand
Memory and photonics have already run hard, but Layer 5 (Capacity Operators) has the biggest catch-up left. 🤖
$DGXX, sitting at only $240M micro-cap, looks like one of the cleanest pure-play #GPUaaS rare setups in the entire AI infrastructure stack.
Most peers are still years behind - stuck in permitting, transformer shortages, and grid upgrades.
DGXX has already completed the hard pivot: owns 70 MW approved power + commissioned ARMS 200 modular Blackwell pods at Alabama. This is literally the fastest way to turn power into revenue with scarce live Blackwell GPUaaS capacity.
Balance sheet is rock-solid: zero debt, ~$93M strong liquidity with no forced dilution.
The stock has gone through classic micro-cap volatility. Now it sits at a clear inflection point.
First anchor GPUaaS deal signed - $19.6M SubQ AI revenue goes live May 15. This proves the model works and derisks everything. Advancing hyperscaler discussions with customers desperate for immediate capacity.
Superstar team with hyperscaler DNA:
Venkat Rangasamy (ex-Oracle AI Factories) as VP AI Infrastructure, @hansvestberg (ex-Verizon CEO) co-founding USDC, @GerardRotonda (ex-CFO Deutsche Bank) on the board. Talent this caliber only joins a microcap when they see something truly special.
The recent #USDC spinoff is brilliant and shareholder-friendly: with subsidiary entity raises dedicated capital for pods & GPUs separately - no dilution or debt for DGXX parent entity. DGXX keeps 55% ownership and the majority upside.
Roadmap with high visibility: 10 MW by Q3 2026 → ~$137–152M ARR + colocation → $11–$30/share (4-9x from here). Full 70 MW Alabama scaling → $7B–$12B+ market cap upside.
It’s not if but how fast - hyperscalers are hungry for immediately available power and capacity, and DGXX already has it. And, this is just the beginning of a multi-year AI capacity supercycle - demand for live power and GPUs will only keep growing.
$DGXX reminds me of the early-stage #IREN/#CIFR, both rerated 5-10x+ from pre-contract lows - the risk/reward looks exceptional from here, and it is still completely under the radar.
This could be us retail’s chance to get ahead before market finally connects the dots 🔥 (institutions flood in and analysts raise guidance.)
Disclaimer: not financial advice. Always DYOR.
happy to hear your thoughts on this @aleabitoreddit @mikealfred @ericjackson @leopoldasch @sunxliao
@michelamar3 @StockSavvyShay @TheTechInvest @jiahanjimliu @kevinxu @ROIRecruiter @chinoalemano @rk8215 @Mr_Derivatives @UncleAlpha007 @michaelsikand
🚀 @DuosTech, @DuosEdgeAI, and @get_hydrahost have signed a definitive agreement to deploy a high-density #NVIDIA GPU cluster and launch a #GPUaaS platform powered by Duos’ high-power #EdgeDataCenter model.
🔗https://t.co/7dEZ1OlYbF
#AIInfrastructure #DuosTech #DuosEdgeAI #iMPR
Duos has executed a definitive agreement with #HydraHost to deploy a high-density #NVIDIA GPU cluster for a leading global technology company. Learn more: https://t.co/JIm69K2Aqi #DuosTech #DuosEdgeAI #AIInfrastructure #GPUaaS #DataCenters #EdgeComputing $DUOT
Telecoms Infrastructure Blog: SK Telecom Builds AI Infrastructure Momentum with GPUaaS and the Haein Cluster - https://t.co/sPVJyy4yKH
#3G4G5G #TelecomsInfra #TelecomsInfrastructure #5G #5GAdvanced #6G #SKTelecom #SouthKorea #NVIDIA #GPUaaS #AIDataCenter #AIDC
Announcing GPUaaS, Nayatel's most-awaited next move in connectivity!
The GPUaaS offers secure, versatile, and proactive solutions, enhancing your digital experience.
At Nayatel, we're taking you #BeyondTheFuture, not just connecting you!
#Nayatel #GPUaaS #NextGenConnectivity
The GPU-as-a-service (GPUaaS) market will grow at a CAGR of 37% between 2024 and 2030 as enterprises’ use of AI continues to accelerate.
Find out about the trends that we expect to emerge during the forecast period: https://t.co/UmeShfccZE
#GPUAsAService #GPUaaS #Cloud #AI
Roadmap highlights: ZK KYC with Neo ID, interop + staking + DAO, GPUaaS, fractionalized RWA markets, EU expansion (Project Aurora), and DAO 2.0 with smart-city pilots. @iopn_io
#ZK #KYC #DAO #Interoperability #GPUaaS #RWA #SmartCities #Crypto
GPUaaS is Booming
📈 The GPU-as-a-Service (GPU-a-Service) market is projected to grow from $2.31 billion in 2022 to $28.7 billion in 2030, representing a CAGR of 28.78%.
#GPUaaS #CloudComputing #AIInfrastructure
https://t.co/sal0CdumH7
🚀 ADIÓS al CapEx, HOLA al OpEx en la era de la IA.
La escalabilidad de la Inteligencia Artificial está forzando un cambio radical: las empresas están abandonando la compra de hardware por el modelo de consumo. Te explicamos por qué #GPUaaS (GPU-as-a-Service) está triunfando.
Join the movement
Follow @AethirIndia
Join the Telegram 👇 https://t.co/j16B8a6eTA
#Aethir #PredictiveOncology #DePIN #AI #GPUaaS #ATH
Today's read: Legacy Architectures Are Hindering AI—And the Bill Is Coming Due 📣
🔗 Read the full article by @ScaleFlux's @JBBakerSSD at https://t.co/hqjly2xpxz
#ai #datacenter #energy #gpuaas #scaleflux
Today's read: Welcome to the Age of #Productivity, Not #Automation 📣
🔗 Read the full article by @twilio's Inbal Shani at https://t.co/bBtsQAuNiw
#ai #automation #quantumcomputing #gpuaas #twilio
The Infrastructure Marketplace We've Been Waiting For
#DecentralizedCompute #Web3 #Aurivis #GPUaaS #Blockchain #AITech #FutureOfCloud
https://t.co/PyQtje42mc
$FAAS PayMate & DigiAsia: A Game-Changing Alliance in Emerging Markets' B2B Fintech Revolution
#CryptoNews #Bitcoin #B2B #GPUaaS #Stablecoin #AI #Asia #Indonesia #India #MergersAndAcquisitions
https://t.co/BooayAfFV5
Today's read: Your Network Wasn't Built for #AIFactories 📣
🔗 Read the full article by @F5's @lmacvittie at https://t.co/RVvJn3QBEt
#artificialintelligence #gpuaas #aidatacenter #agenticai
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