This is the most important video for AI investors right now
Eric Schmidt: “AI’s natural limit is electricity, not chips”
The former $GOOGL CEO dropped the truth. Forget the chip shortage, power is bottleneck
Find out who controls the power… and monetize every last megawatt
The $330 Trillion Opportunity Nobody Is Talking About (YET… although @vladtenev and @nejatian see it)
How HOOD × OPEN could create the world’s first liquid real-estate market — and each print $3–10B/yr in high-margin revenue by 2029.
This is the real RWA mega-trend.
Not treasuries.
Not USDC.
HOMES.
👇🧵
$CIFR & $IREN deals side by side highlight the difference in business models. $IREN hosting is getting 10x more $/mw..
@FinancialErnie@mikealfred@McnallieM
Has there been any hints on if $CLSK plans to host or lease @smatthewschultz ?
Literally nothing has changed. We are heading in to the greatest economic boom in human history. Asset prices will go a lot higher. They’re going to run it very hot. Do not be fooled by short term games. Play to win. Play for the long term.
Texas will become the largest data center market in the world both in terms of power usage and total economic output. This is a completely contrarian view today but I will be proven correct in time. Mark it.
@Hut8Corp Riverbend’s capacity is scaling from 300MW to a 1GW campus— a 3× expansion to meet surging customer demand. $HUT 🚀🚀🚀
"The reason why we've been a bit slower to announce a transaction there is we've really been working on expanding that campus to get up to A GIGAWATT instead of just the original 300 megawatts that we have allocated today."
“We’re living through the Fourth Industrial Revolution. Every past industrial revolution was defined by factories and the workers inside them. This time, it’s different. Inside these new AI factories, the “workers” aren’t people on assembly lines – they’re GPUs, clustered together, never clocking off, never tiring, able to scale to millions.”
At $IREN, we’re building AI factories across North America, leveraging our power, data centers, and GPUs to meet the accelerating demand for compute.
As @danroberts0101 explains on @theCUBE, $IREN is scaling with speed and efficiency – and the potential ahead is enormous.
Full interview: https://t.co/DLzoHjusD1
Anyone who stacked $CIFR under $15.50 will thank themselves IMO i
👏 — you’ve been accumulating the best growth stock primed to explode as AI demand surges.
This isn’t a chip race anymore. The real winners of the 4th Industrial Revolution will be the ones who secure the most power ⚡️ — and $CIFR is sitting right on that bottleneck. 🚀
Tech giants like $GOOG / $GOOGL, $NVDA, $ORCL, and $MSFT are building their own data centers — but the real constraint isn’t concrete or chips, it’s power.
Answer to that bottleneck: $CIFR ⚡️
$NBIS $IREA $ALAB
JUST IN: 💰@CipherInc announces a private offering of $800M in convertible notes due 2031. The proceeds will fund data center expansion and HPC strategy. Noteholders can convert to stock or cash, with conditions. Financial advisors expect market impact. $CIFR
As an AI Super Factory poised for exponential growth, remain vendor-agnostic and let the market trends guide hardware purchases. You can still maintain strong partnerships with all of them. This is a superpower. $IREN WILL.
"Triple, triple, double, double is dead.
Going from $1M to $3M to $9M is not interesting.
You have to go $1M to $15M to $100M."
@chetanp@honam@rabois@jasonlk@bdeeter@ttunguz is triple triple double double dead? Have our growth expectations changed forever?