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THE COMPUTE CAPACITY BOTTLENECK
$GOOGL just admitted Google Cloud is leaving revenue on the table because it cannot build capacity fast enough with shifts the bottleneck to companies with the power, real estate & operational scale to deploy AI compute:
1. $NBIS building the AI-native cloud layer through vertically integrated GPU clusters & software optimized for training + inference. $NVDA just wrote wrote a $2B check & Nebius now has a $46B contracted backlog, anchored by ~$19B $MSFT deal & ~$27B Meta partnership through 2032.
2. $IREN building the renewable-powered AI compute layer by turning low-cost power into GPU cloud capacity. The pivot to AI cloud is now backed by a ~$10B $MSFT contract, 2.9 GW of grid-connected power expanding to 4.5 GW+ & targeted 140K GPU buildout that could drive $3.4B of ARR by year-end 2026.
3. $DOCN building the agentic inference cloud layer for developers & long-tail AI workloads. AI customer ARR is up 150% YoY to $120M, over 70% comes from inference services & $1M+ customer ARR is up 123% to $133M.
4. $CRWV building the dedicated AI cloud platform for frontier model developers. The company has ~$67B of contracted revenue backlog (nearly $88B including Anthropic) with major commitments from OpenAI & Meta.
5. $CIFR building the Google-backed AI data center layer through contracted power & hyperscale leases. Barber Lake has 300 MW fully contracted with Fluidstack (Google backstops $1.4B with a ~5% equity stake) and AWS signed a separate $5.5B 15-year deal for another 300 MW of capacity.
6. $WULF building the power-backed AI compute layer through long-term data center leases. Lake Mariner has 360 MW tied to Fluidstack backed by a $3.2B Google guarantee & new Abernathy JV adds 168 MW over 25 years representing $9.5B in contracted revenue with $1.3B of Google lease support.
7. $APLD building the purpose-built AI data center layer through its Polaris Forge 1 campus in North Dakota. The full 400 MW critical IT load is contracted to CoreWeave under ~15-year leases worth ~$11B in expected revenue with first 100 MW delivered in Q4 2025 & another 300 MW targeted through 2027.

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Hi retweetledi

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Hi retweetledi

@cristaleye24 Non permalosa? 😅 She literally reminded us of being single , shots were fired hahahaha 🤣 I love her #zeudiners
English

E meno male altrimenti 3/4 del fandom bloccato 🤣
Comunque tra voi Scarlett non so, mi percolate in un modo allucinante, ormai non sono più permalosa, ho capito questa cosa? Ho imparato tanto da voi, ho imparato a smettere di essere permalosa.
#zeudiners
Italiano

Ei @ScarlettPlott, soube que você gosta de ver filme de terror no Tiktok, tem um incrível que depois te passamos o link completo, mas o trailer é esse aqui
O plot do vilão estar o tempo todo no cabelo da protagonista é O ÁPICE, você vai amar
#zeudiners
Português
Hi retweetledi

@MaNamesM @zeudidipalma @ScarlettPlott Yess, but let’s not forget that little they are able to communicate is thanks to Zeudi 😌 #zarlett
English

@zeudidipalma @ScarlettPlott Zeudi, bisogna ampliare il vocabolario in inglese...
Italiano
Hi retweetledi

@zeudidipalma @ScarlettPlott Scarlett ti sta guidando a migliorare; a volte le persone ci lasciano fare senza correggerci, lei invece ti corregge ed è una cosa bellissima.
🫶🙏🏼👏
Italiano

@ScarlettPlott pensa che io sia la ragazza con la maglia gialla quando litighiamo… Voi cosa pensate?
Italiano

@zeudidipalma @Korslayage @ScarlettPlott Si Zeudi, patience can be learned as well 🫶🫶🫶🫶🫶
Anche la pazienza si può imparare. 🫶🫶🫶
Italiano
Hi retweetledi

@zeeeeuuudiii @HainzDetroit @Cecitoledo12 She goes from zero to 100 for silly things, I worry that in the long term that might affect her relationships, that’s all. But by all means if I’m the only who thinks this then I guess I’m seeing things wrongly. I love them, I wish both the very best. ✌🏼
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@HainzDetroit @Cecitoledo12 No reason to latch out constantly though, and I say this cause I truly care for her, not only here to praise her but guide her when needs guidance, love dies when not treated properly & adequately. I say this cause I want her to keep someone that adores her as Scarlett does. 🙏🏼
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@WeareAllNeo @Cecitoledo12 Calm down, she’s still kind, she just gets frustrated when she doesn’t understand things and ends up feeling “dumb,” like you could see in GF, and the language barrier just makes it more noticeable. She probably feels she should already be fluent in English at her age.
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@Jessicapriwni @Korslayage Def! I do think as their communication progresses they will understand each other better and flow more
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