Augie

201 posts

Augie

Augie

@Augietx

Dad, doc, social media skeptic.

Katılım Nisan 2010
148 Takip Edilen127 Takipçiler
Augie
Augie@Augietx·
@SmallCapSnipa Think about the expertise and experience these guys at $IREN have gained, so they can replicate multiples of these gigantic facilities world over using renewables. These people are doing it right
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Small Cap Snipa
Small Cap Snipa@SmallCapSnipa·
@Augietx Crazy man. Fully renewable. Thank you for tagging me and sharing. Always looking out for your updates!
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Augie
Augie@Augietx·
@SmallCapSnipa this is what powers $IREN data centers, and why $NVDA chose to partner with them. In West Texas 37 GW of power available with only 2 GW in use. The Roberts were able to recognize this capacity early and got a head start on the build out.
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Augie
Augie@Augietx·
@SmallCapSnipa My pleasure, thanks for letting me use your platform to share. Also want to say, when you see this facility and appreciate the sheer scale of what $IREN is building, and extrapolate to other locations, there is just no way the company does not become a hyperscaler of its own
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Augie
Augie@Augietx·
@SmallCapSnipa well, I couldn’t get to Sweetwater due to time, but I did stop by Childress again on my way back to see what they could be up to on a Sunday. The place is just packed! I get the feeling this project is a 24/7 endeavor.
Augie tweet mediaAugie tweet mediaAugie tweet media
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AP911
AP911@AP911Auntie·
Medtech is pivoting hard from hardware and devices to AI platforms & enterprise. The hidden crunch? Medical records + imaging are exploding. Hospitals generate ~50PB of data/year. AI makes it worse. Massive storage + power demand incoming. That’s why I’m in $IREN. Clean, scalable data center energy built for exactly this. Data deluge = compute winners
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BitcoinAIGuy
BitcoinAIGuy@BitcoinAIGuy·
Only reply to this if you think $IREN will outperform $NBIS
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Frans Bakker
Frans Bakker@FransBakker9812·
What people really don't understand — outside of OnlyFrans subscribers — is that $IREN has 2 development sites that are very close to Sweetwater 1, and almost certainly batch zero base load 👀 As you may recall, Sweetwater 2 is going to be linked to Sweetwater 1 with a direct fiber loop 🔃 Well imagine that there are not 1, but 2 other development sites in the pipeline, that are much, much, closer to Sweetwater 1, and one of them is a potential 1GW+ site 🤯 So when you think of Sweetwater as a campus, and a flagship deployment for the DSX architecture of UP TO 5GW ‼️, you can imagine how attractive this campus is for $NVDA, future customers, but especially for $IREN to develop, and monetize. Where other AI cloud providers are scrambling for power, turbines, and permits — IREN is able to continue to draw more power towards the Sweetwater Flagship Campus in an organic, year by year, roll-out of their portfolio, without sacrificing latency, work force, local support, regulatory approval, tax incentives, or time to compute. Make no mistake, Stargate is a complete joke compared to Sweetwater. $IREN IS IN THE PROCESS OF BUILDING THE LARGEST, INTERCONNECTED, AI DATA CENTER CAMPUS IN THE WORLD. 2GW is just the beginning 🤫
mon@moninvestor

$IREN being named the flagship deployment for NVIDIA's DSX architecture at the 2GW Sweetwater campus is a massive deal. This validates IREN's vertically integrated approach across power, land, data centers and GPU operations, exactly what NVIDIA needs in a partner to scale AI infrastructure globally. This gives IREN the credibility to unlock institutional financing, attract hyperscaler deals, and secure priority GPU allocation. It's in NVIDIA's own interest for IREN to succeed, because IREN SW1 site is now expected to be their flagship showcase for DSX architecture.

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Augie
Augie@Augietx·
@BitcoinAIGuy Fascinating article by a major AI skeptic, and the crisis behind the physical AI buildout is examined in detail. You can see how well $IREN is positioned and how crucial this scramble for capital raise is so important. wheresyoured.at/where-are-all-…
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BitcoinAIGuy
BitcoinAIGuy@BitcoinAIGuy·
Flight to quality. Few. $IREN $NBIS $CRWV
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Abe Wyse
Abe Wyse@AbeWyse·
Without getting into to the $NBIS vs $IREN debate, can someone explain to me why IREN continues to hit their ATM while their competitors don't? Maybe @FransBakker9812 could explain what I'm missing?
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Augie
Augie@Augietx·
@GreyHulk8 Thanks. It’s nice to share with the community
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₿777 ⬡ ⏣
₿777 ⬡ ⏣@GreyHulk8·
@Augietx I love this. Maaan social media keeping companies accountable. Nice work!
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Augie
Augie@Augietx·
$IREN ok folks, a little intel. I just happened to be in the neighborhood of oh… Childress, TX and
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Augie
Augie@Augietx·
@thisismal_ I googled their address in Childress and drove right up to the spot
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Small Cap Snipa
Small Cap Snipa@SmallCapSnipa·
@Augietx If you do let me know and next mining mafia spaces we’d love to have you share an update
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Small Cap Snipa
Small Cap Snipa@SmallCapSnipa·
$IREN sneak peak from Childress 🚧 One of the main data halls under construction featuring the large scale cooling system infrastructure. The large cylinders atop the building are most likely air-cooled chiller condensers & rooftop AHU’s. Prepping for next gen Nvidia Blackwell and beyond. This picture was reportedly taken around 6:45 PM last evening: “The place is buzzing. Cranes everywhere, parking lot more than half full, people going about building infrastructure”
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Augie
Augie@Augietx·
@SmallCapSnipa Thank you for the shout out! Definitely people have been enjoying these photos, so I will try to make it out Sweetwater. It’ll have to be on a Sunday, so not sure if I’ll run into any people, but I’d love to chat a little with anyone there and see how things are moving along
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Small Cap Snipa
Small Cap Snipa@SmallCapSnipa·
Shout out to @Augietx for the image and updates. To see more, visit his page and be sure to toss him a follow. Thanks for the updates Augie!
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Augie
Augie@Augietx·
@david00477369 @FransBakker9812 It’s certainly nice to see the physical side of your investments, and see how those dollars ATM are working. It’s as if you own the land and power yourself. This facility is going to serve AI for a long time to come. Feel free to retweet any of these pics!
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Augie
Augie@Augietx·
This is where all the electricians where hanging out on Thursday night
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Augie
Augie@Augietx·
About 6:45 pm, and the place is buzzing. Cranes everywhere, parking lot more than half full, people going about building infrastructure…
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