Compute's daily show. Covering AI/HPC, energy, and powered land. Live weekdays at 1p EST
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What's a MegaWatt worth, anyways?
Get Blockspace's newest report on the economics of the AI/HPC sector including popular stocks like $CIFR $IREN $CLSK and more.
This 10 page report will help you understand the tradeoffs in build models, the revenue goals compared to Bitcoin mining, and potentials for revenue.
📰 megawattreport.com/
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Goldman Sachs: US data center power demand to reach 66 GW in 2027 from 31 GW in 2025
$NBIS: >3.5 GW contracted
$IREN: 5.8 GW secured
$CRWV: >3.5 GW contracted
$HUT: 9+ GW pipeline
$APLD: 2.15 GW secured
$CIFR: 700+ MW contracted AI
Goldman Sachs projects U.S. data center power demand to double by 2027 🇺🇸
$NBIS $IREN $CRWV $CIFR $WULF $CLSK $CORZ
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NEW @gwartygwart show w/ @ivo_crnkovic: Next-Gen Prediction Markets
"We're allowing price discovery on things that don't have oracles because perps are going to win things with oracles."
Brought to you by @ellipsis_labs
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The Gwart Show is sponsored by @ellipsis_labs.
Ellipsis Labs builds the most efficient on-chain markets. Their orderbook and Prop AMM products have delivered price improvement to hundreds of billions of dollars in retail volume. Now, they are bringing their expertise to build Phoenix, the best on-chain perpetuals platform. Ellipsis Labs is hiring New York-based engineers.
If you're an engineer looking to work with a proven team in making DeFi better, go to ellipsislabs.xyz/careers.
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Bitcoin hashrate is getting a *tiny* rebound even as Texas's 4CP gets into full swing.
Our @hashrateindex update shows that Bitcoin miners are still on the struggle bus for the forseeable future.
Get in loser, we're saving $STRC
☑️ SpaceX bonds breaking?
☑️ How to save Saylor
☑️ anti-datacenter facebook group infiltration
guest: @Bkclaims nitter.app/i/broadcasts/1pJkOOLvm…
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$STRC is not dead, but Saylor needs to rip the band-aid off says @Bkclaims
"The converts are being attacked, show people you have the liquidity to meet all the needs"
That means selling a considerable amount of BTC.
Get in loser, we're saving $STRC
☑️ SpaceX bonds breaking?
☑️ How to save Saylor
☑️ anti-datacenter facebook group infiltration
guest: @Bkclaims nitter.app/i/broadcasts/1pJkOOLvm…
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Get in loser, we're saving $STRC
☑️ SpaceX bonds breaking?
☑️ How to save Saylor
☑️ anti-datacenter facebook group infiltration
guest: @Bkclaims nitter.app/i/broadcasts/1pJkOOLvm…
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$GLXY looks to develop its second data center campus in Texas 🇺🇸
Local press reported that Galaxy has entered into an agreement with McGregor to acquire land in the city’s industrial park for a data center campus
Did Saylor fly too close to the sun? Live now!
▫️ $HIVE $100m & 10k GPUs
▫️ $GLXY new site + Jane Street
▫️ Rebellion against Saylor?
▫️ @DMND_Sv2 first block
▫️ $STRC to $70
guests: @GwartyGwart & @bitentrepreneur nitter.app/i/broadcasts/1YxNrrqOQ…
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$HIVE just dropped 2 big announcements 🔋
☑️ 10yr LOI for tenant at HIVE's 32MW Sweden site
☑️ $100m convertible note, due 2031 (option to add $15m)
Did Saylor fly too close to the sun? Live now!
▫️ $HIVE $100m & 10k GPUs
▫️ $GLXY new site + Jane Street
▫️ Rebellion against Saylor?
▫️ @DMND_Sv2 first block
▫️ $STRC to $70
guests: @GwartyGwart & @bitentrepreneur nitter.app/i/broadcasts/1YxNrrqOQ…
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Here’s how much revenue $WULF has brought in every year🔋
2016: $17.6M
2017: $17.2M
2018: $18.2M
2019: $17.6M
2020: $13.4M
2021: $15M
2023: $69.2M
2024: $140.1M
2025: $168.5M
TeraWulf's $WULF Lake Mariner facility is "an entirely different scale than we're used to seeing"
"I've toured a lot of data centers" says @Tech_Journalism
Each building is ~30,000, "or about 2 or 3 Wal-Marts"
Their biggest challenge? Directing traffic
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You're not bearish enough on blockchains says @GwartyGwart
"If I had to guess the next 5 to 10 years it will be use-cases coming off chain. Things that have shown product market fit on chain will move off-chain"
Gwart says BTC may be all there is long term "I really only see the use case for blockchains being money"
Did Saylor fly too close to the sun? Live now!
▫️ $HIVE $100m & 10k GPUs
▫️ $GLXY new site + Jane Street
▫️ Rebellion against Saylor?
▫️ @DMND_Sv2 first block
▫️ $STRC to $70
guests: @GwartyGwart & @bitentrepreneur nitter.app/i/broadcasts/1YxNrrqOQ…
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A lot of longstanding Bitcoin mining pools are complacent says @bitentrepreneur, calling them "fat cats".
"They're not cognizant to the serious work & development that 'Pools 2.0' like @DMND_Sv2 who have different ways of approaching the problems that miners have had for many years."
"The door is open to a whole new game"
Did Saylor fly too close to the sun? Live now!
▫️ $HIVE $100m & 10k GPUs
▫️ $GLXY new site + Jane Street
▫️ Rebellion against Saylor?
▫️ @DMND_Sv2 first block
▫️ $STRC to $70
guests: @GwartyGwart & @bitentrepreneur nitter.app/i/broadcasts/1YxNrrqOQ…
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Did Saylor fly too close to the sun? Live now!
▫️ $HIVE $100m & 10k GPUs
▫️ $GLXY new site + Jane Street
▫️ Rebellion against Saylor?
▫️ @DMND_Sv2 first block
▫️ $STRC to $70
guests: @GwartyGwart & @bitentrepreneur nitter.app/i/broadcasts/1YxNrrqOQ…
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$CRWV is going to Sweden 🇸🇪
☑️ 32MW site (CoreWeave % unknown)
☑️ Blackwells & Vera Rubins
☑️ 99% of Sweden power is hydro 🌊
And the kicker: the site will recycle heat to homes♻️
OpenAI is Jalepeno business today. Tune in now!
- Are BTC Treasuries cooked?
- $IREN 1.6GW datacenter hits Oklahoma snag
- $SPCX and $CRWV bond + deal
guest: @Croesus_BTC nitter.app/i/broadcasts/1qxoNNgPm…
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$IREN signs a multi-year deal with NBA team Golden State Warriors
IREN’s logo will be featured on the teams jersey for the 2026-2027 NBA season
Bernstein maintains $IREN with buy rating and $100 price target (+85% upside)
IREN has lagged the broader neocloud/data center sector recently, partly due to overhang from its $6B at-the-market (ATM) equity offering. That said, the company continues to make progress on its AI infrastructure buildout.
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OpenAI challenges $NVDA with new chip.
But this time it's an ASIC vs NVIDIAs GPUs
Apparently the chip is already in use, having gone from design to tape out in 9 months
"If that's true that is absolutely insanely fast"
OpenAI is Jalepeno business today. Tune in now!
- Are BTC Treasuries cooked?
- $IREN 1.6GW datacenter hits Oklahoma snag
- $SPCX and $CRWV bond + deal
guest: @Croesus_BTC nitter.app/i/broadcasts/1qxoNNgPm…
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$HIVE signed a non-binding LOI with an investment grade tenant for a colocation agreement at its Sweden data center 📈
The company looks to scale up to 10,000 GB300 GPUs and allocate 25 MW of critical IT
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$MU dropped monster guidance for Q4 2026: $50 billion in revenues
On the financial webcast, the CEO expressed demand continues to significantly outweigh supply
Micron is all in on data center demand projections materializing
Asymmetric: $NBIS $IREN $CRWV $CLSK $KEEL $WYFI $CIFR $WULF $APLD $CORZ $GLXY
$MSFT just backed out of a reported $3 billion cloud infrastructure deal with Oracle 👀
Can the neoclouds/former Bitcoin miners save the day?
$KEEL $HUT $NBIS $IREN $CRWV $CLSK $APLD $KEEL
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$STRC is down, but this is "natural price discovery" and not cause for concern says @Croesus_BTC
"They have a ton of Bitcoin and they have a ton of fundraising capabilities" Jesse says
"For Strategy to be in trouble, BTC has to go under $10,000 and stay there forever"
OpenAI is Jalepeno business today. Tune in now!
- Are BTC Treasuries cooked?
- $IREN 1.6GW datacenter hits Oklahoma snag
- $SPCX and $CRWV bond + deal
guest: @Croesus_BTC nitter.app/i/broadcasts/1qxoNNgPm…
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$NBIS has released AI Cloud 3.6☁️
The main addition will be Nebius Echo, an advanced language infrastructure agent
The update also includes many new features:
- Major storage upgrades
- Validated shared file system up to 100PB
- Local SSDs for GPU servers
CoreWeave & Nebius - the first of the Neoclouds to make it to the Nasdaq 100
Both are building next-gen NVIDIA infrastructure that will power the AI buildout for many years to come
$NBIS $CRWV
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