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大模型不仅烧显卡，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 晶片生態。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
exposed Teen
Seen from Turkey
videy
Seen from Indonesia
brothersister
Seen from United States
muslim sex video
Seen from Turkey
snappics
Seen from United Kingdom
GodisaWarrior
Seen from United States
esposahotwife
Seen from Argentina
หีเด็กมัธยม
Seen from Thailand
ช่วยตัวเอง
Seen from Thailand
yaoi #nsfw
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