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@WeareAllNeo

Canada Katılım Mayıs 2013
335 Takip Edilen576 Takipçiler
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Hi@WeareAllNeo·
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Shay Boloor
Shay Boloor@StockSavvyShay·
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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Unfiltered
Unfiltered@quotesdaily100·
35 WEBSITES THAT ARE ACTUALLY USEFUL 1. archive. org — access old content 2. wolframalpha. com — solve anything 3. removebg. com — remove image background 4. tinypng. com — compress images free 5. smallpdf. com — edit PDFs free 6. ilovepdf. com — merge & split PDFs 7. deepl. com — best translator online 8. grammarly. com — fix your writing 9. hemingwayapp. com — simplify writing 10. chatgpt. com — ask any question 11. perplexity. ai — smart search engine 12. notion. so — organize your whole life 13. trello. com — manage any project 14. canva. com — design for free 15. unsplash. com — free photos 16. pexels. com — free videos & photos 17. flaticon. com — free icons 18. coolors. co — pick color palettes 19. fonts. google. com — free fonts 20. namecheap. com — buy cheap domains 21. github. com — free code hosting 22. replit. com — code from browser 23. regex101. com — test any code 24. explainshell. com — understand commands 25. fast. com — check internet speed 26. haveibeenpwned. com — check if hacked 27. virustotal. com — scan files for virus 28. downdetector. com — check if site is down 29. 10minutemail. com — temp email address 30. justpaste. it — share text instantly 31. screely. com — make screenshots beautiful 32. carbon. now. sh — share code beautifully 33. squoosh. app — compress any image 34. similarsites. com — find similar websites 35. shortcuts. design — design shortcuts list
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zq
zq@zqinfo1·
crypto is due for another wealth creation event
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Hi@WeareAllNeo·
@ScarlettPlott Don’t poke the bear Scarlett 🤣
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Hi@WeareAllNeo·
@cristaleye24 Non permalosa? 😅 She literally reminded us of being single , shots were fired hahahaha 🤣 I love her #zeudiners
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Katya 🌷🪽
Katya 🌷🪽@cristaleye24·
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
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Tayla
Tayla@taylabst·
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
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Words
Words@itswords_·
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Vive con Propósito.
Vive con Propósito.@PropositoyVida·
"Todo sucede en el momento adecuado, tal como debe ser". - Lao Tzu
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Hi@WeareAllNeo·
@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. 🫶🙏🏼👏
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Zeudi Di Palma
Zeudi Di Palma@zeudidipalma·
@ScarlettPlott pensa che io sia la ragazza con la maglia gialla quando litighiamo… Voi cosa pensate?
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Scarlett Plott
Scarlett Plott@ScarlettPlott·
Posting this with a peroni in hand, sweet life
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Hi retweetledi
Disclose.tv
Disclose.tv@disclosetv·
NEW - U.S. national debt now exceeds 100% of GDP — WSJ
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rachele
rachele@rachele_caps·
✨✨✨✨✨✨✨✨✨✨✨✨✨✨✨
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Hi@WeareAllNeo·
@rachele_caps 😍😍❤️‍🔥❤️‍🔥
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Hi@WeareAllNeo·
@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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Hi@WeareAllNeo·
@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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Hainz
Hainz@HainzDetroit·
@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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Hi@WeareAllNeo·
@Jessicapriwni @Korslayage Def! I do think as their communication progresses they will understand each other better and flow more
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Korslayage
Korslayage@Korslayage·
Even a knife can’t cut that tension damn
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