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SpaceX aborted the Super Heavy booster catch on Starship Flight 15 $SPCX
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Zeek | Insights đź“Š
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Following Jesus ✝️ | Family first | Navy veteran ⚓ | Investing | AI & data centers | Building Vestiq Finance | Learning AWS & Python | NFA
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Let’s go $IREN 🔥
@Lenovodc and @nvidia just put their names on IREN's buildout. ThinkSystem SR680a servers with NVIDIA accelerated computing, running in 100 percent renewable-powered data centers across North America.
The ecosystem keeps betting on IREN.
@Lenovodc and @nvidia just put their names on IREN's buildout. ThinkSystem SR680a servers with NVIDIA accelerated computing, running in 100 percent renewable-powered data centers across North America.
The ecosystem keeps betting on IREN.
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CoreWeave’s DDTLs turn customer contracts into GPU-backed financing.
Lenders assess the customer and expected contract cash flows. CoreWeave draws funds as it buys and deploys GPUs, then uses customer payments to service the debt.
That helps $CRWV scale against contracted demand. But the structure still depends on deployments staying on schedule, customers paying, and the GPUs holding value.
Now Everyone’s asking what happens if the cash flows or collateral fall short?
Lenders assess the customer and expected contract cash flows. CoreWeave draws funds as it buys and deploys GPUs, then uses customer payments to service the debt.
That helps $CRWV scale against contracted demand. But the structure still depends on deployments staying on schedule, customers paying, and the GPUs holding value.
Now Everyone’s asking what happens if the cash flows or collateral fall short?
View quoted post on X
Nscale’s Loughton project with Microsoft shows what happens when power can’t arrive on schedule.
That’s why I think LPS will be one of the most valuable layers in AI infrastructure. $IREN 🎯
That’s why I think LPS will be one of the most valuable layers in AI infrastructure. $IREN 🎯
I know Kent personally. He's a real talent for $IREN and the AI infrastructure industry. I always listen when he talks to understand the inner loop where IREN plays.View quoted post on X
When he says development timelines have stretched from 2 to 3 years to 7 plus in most jurisdictions. The bottleneck isn’t capital or GPUs it’s the multi-year process of securing land, power, and permits. Companies that started building that pipeline years ago have a structural advantage that can’t be compressed or bought later. That’s the game IREN is in.
I know @amitisinvesting is distraught on today’s episode. $NVDA
JENSEN HUANG IS NO LONGER THE CEO OF NVIDIA | Basis Points youtu.be/b_NIXujsjQM?is… via @YouTube
JENSEN HUANG IS NO LONGER THE CEO OF NVIDIA | Basis Points youtu.be/b_NIXujsjQM?is… via @YouTube
www.youtube.com JENSEN HUANG IS NO LONGER THE CEO OF NVIDIA | Basis Points Thank you for watching -- let us know if anything you'd want to hea...