Jameson Nunney

CEO @belisari_com 🤠⚡️’The Platform for Power’ - HPC 🤝 Energy 🤝 Finance

[Jameson Nunney @jamonunn]

What an incredible journey it’s been for @belisari_com in such a short time! 🚀

But what’s truly remarkable is seeing how upstream work like ours in sourcing and optimizing power for high-density, AI-ready data centers directly fuels the creation of next-generation tools and applications.

The ripple effects of this work are everywhere. By tackling the complex challenge of powering modern data centers, we’re not just keeping the lights on—we’re enabling the explosive growth of AI, which in turn is transforming entire industries.

We recently put together a fully AI-generated 'commercial' using some of the very tools that this AI revolution makes possible. From script to visuals to voiceover, the spot was crafted entirely by AI, showcasing just how far these technologies have come and how accessible they’ve become for businesses of all sizes. 🤠

[Jameson Nunney @jamonunn]

@Melt_Dem @bryan_johnson What about mental maturity levels, where’d you come in at?

[Jameson Nunney @jamonunn]

@AndrewBurchwell Yesssss!

[Jameson Nunney @jamonunn]

@dgt10011 Possibly also w the world used to gold supply growth rate which was prev backing the dollar.

[Jameson Nunney @jamonunn]

@SGBarbour Agree

[Jameson Nunney @jamonunn]

@bitcoinbeezy @nakamoto Congrats! You’re an absolute monster. Big big big things ahead.

[Jameson Nunney @jamonunn]

🐸👑💅

[Amanda Fabiano @_amanda_fab]

When the bullfrog moves in, the pond changes. 🐸

[Jameson Nunney @jamonunn]

@wsfoxley @blockspace @cbspears @AsILayHodling Keep going

[Jameson Nunney @jamonunn]

@JaredDHardin @MattGolliher Let me know if you want to chat offline on this

[Jay Yang @Jayyanginspires]

I’m convinced that everyone should take a big swing at some point in their life and experience what it’s like to truly go all in on a meaningful pursuit otherwise they grow bitter with age.

[Jameson Nunney @jamonunn]

@_bradcuddy_ Great pic

[Frans Bakker @FransBakker9812]

$IREN Belisari - the Zillow for powered real estate?

During one of my recent strolls on LinkedIn, I came across @belisari_com, an M&A platform focused on powered land, data center infrastructure, and digital compute operators.

The platform connects landowners, developers, Bitcoin miners, and AI infrastructure buyers—bringing together key players across the digital infrastructure space.

The ERCOT market in Texas clearly dominates, with 11 listed sites in various stages of development totaling a staggering 4,372–4,897MW of capacity—visible even without logging in.
However, when applying filters to show only what’s available between now and the next 18 months, the picture narrows drastically: just 172–297MW remains.
Of this filtered capacity, only 150–200MW is greenfield, and a mere 22–97MW is turnkey.

I fully recognize that there’s a healthy offline market for these types of sites—similar to how premium properties often bypass Zillow and public listings. And while Belisari is an impressive tool, it's unlikely to capture every site or power opportunity out there.

Still, the fact that less than 300MW is publicly available for deployment within 18 months adds yet another reason to feel confident about Sweetwater 1, with 1,400MW scheduled to come online in just 11 months.

With all the noise surrounding HB 3356 and SB 715, it’s easy to lose sight of the fact that Texas’s power crunch is intensifying by the day.

A quick throwback to Cushman & Wakefield’s insights: power availability and land availability account for two-thirds of the top criteria in strategic data center planning decisions.
I think @IREN_Ltd with 1,400MW on 1,300 acres, is in a pretty good spot - and that's an understatement.

3.5 days until earnings 🔥

[Jameson Nunney @jamonunn]

@lohstroh @GigaEnergy_ Big time keep up the hustle

[Jameson Nunney @jamonunn]

@lolospears @cbspears 🥰 incredible. Going to be a sprinter, drummer, artist, oil/gas analyst, miner, ________?? Renaissance baby 💣

[Jameson Nunney @jamonunn]

@AndrewBurchwell Live look

[Jameson Nunney @jamonunn]

@guzmanpintos Don’t have energy pricing, just infra/transmission line data. Nodal data overlaying strike pricing targets given profitability would be 🤌🏻

[Jameson Nunney @jamonunn]

Today is going to be a great day I feel it 🙏

[Jameson Nunney @jamonunn]

@Psifour Spicy 🌶️

[Jameson Nunney @jamonunn]

@cbspears Great take