BlockWest

This account is verified. Learn more

@BlockWestco

Blockchain. Digital Assets. AI. The next economy, covered.

From the team behind 12 years of @CryptoCoinShow

blockwest.co Joined July 2026

237 Following 48 Followers 95 Posts

Latest posts 5

BlockWest @BlockWestco 7h

🧠 Nvidia's data center revenue hit $89.0B. Micron's sales rose 4.8x as memory became the AI bottleneck.

Our AI silicon ledger: GPUs, custom chips, foundry and memory.

blockwest.co/research/ai-si…

blockwest.co The AI silicon ledger: GPUs, custom chips, foundry and memory, October 2026 - BlockWest Nvidia's data center revenue hit $89.0B and Broadcom's AI chips $16.7B, while Micron's sales rose 4.8 times as memory became the AI bottleneck.

BlockWest @BlockWestco 1d

☁️ CoreWeave, Nebius and Nscale hold about $247B of contracted revenue, 19x annualised sales.

Our Q2 neocloud scorecard tracks the backlog, capex and debt behind it:

blockwest.co/research/neocl…

blockwest.co Neocloud scorecard, Q2 2026: backlog, capex and debt at the GPU clouds - BlockWest CoreWeave, Nebius and Nscale hold about $247B of contracted revenue, 19 times annualised sales, funded by capex of up to 9.7 times revenue and rising debt.

BlockWest @BlockWestco 2d

Could you still spot an AI fake?

Arie Trouw (@ArieTrouw) of XYO (@OfficialXYO) says fakes aren't new. The scale is. Even if detection catches 99%, the 1% that slips through can be a million items.

How do we prove what's real?

1:00

BlockWest @BlockWestco 2d

💳 AI-related debt issuance hit about $450B by September, and five hyperscalers disclose $1.1T of leases that have not started yet.

Our ledger of the bonds, leases and private credit behind the buildout:

blockwest.co/research/ai-de…

blockwest.co The AI debt ledger: bonds, leases and private credit behind the buildout - BlockWest AI-related debt issuance hit about $450B by September 2026 as five hyperscalers disclose $1.1T of uncommenced leases and Oracle's credit spreads widen.

BlockWest @BlockWestco 5d

🏧 One data center failure took 128 Japanese credit unions offline at once. ATMs, counters and online banking stopped at 3,430 branches.

The second bank freeze this week, after Paraguay.

blockwest.co/japan-shinkin-…

blockwest.co One data center failure froze 128 Japanese banks at 3,430 branches - BlockWest An equipment failure at a shared hub halted ATMs, counters and online banking at 128 shinkin banks in western Japan, the second bank freeze in a week.