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QTS + Van Wert just put another Al infra mega-site on: $10B for a 902-acre Ohio data-center campus, up to 7 buildings, QTS-funded AEP energy upgrades, and closed-loop cooling. $BX $AEP

@kangminlee Forgot one

Trillion dollar companies. What do you notice?

If this happens!! 🤯

@nautforprofit 😂🤣😂🤣

$ASTS shareholders right now

Ascenty is putting $1.2B into Brazil AI data centers: 150 MW contracted across Sumaré, Vinhedo, and São Paulo. The notable part: Sumaré 3 is built for large-scale AI workloads with direct-to-chip liquid cooling, up to 1 MW/rack, a 32 km transmission line, and ONS grid access. $DLR

Leopold Aschenbrenner’s latest 13F is basically the AI buildout trade in one screenshot: compute, power, memory, and the rails. Biggest bet: $NBIS at 35%.

Thinking Machines locking in 5,000 NVIDIA B300s through Boost Run is a useful tell. ~$472M over 36 months for one frontier-lab compute block. The scarce asset is not just GPUs anymore - it is delivered, powered, contracted cluster capacity. $NVDA $BRUN

🚨BREAKING: Tesla has been authorized by the State of Texas to operate driverless vehicles commercially under the new law that took effect today, May 28th, 2026. Tesla has officially self-certified the software running on its robotaxis as Level 4. $TSLA

Solar is starting to look like a win win: - Fastest source of new power to deploy - Republicans have limited room to push back given power constraints, rising electricity bills and the fact that solar already polls extremely well even among Trump voters - Upside optionality if Democrats perform well in the midterms

Anthropic reportedly raised $65B at a ~$965B post-money valuation making it the world’s most valuable AI startup. $MU, Samsung and SK Hynix joined the round as major investors tying the AI model race even closer to the memory supply chain.

Another enterprise AI-infra tell: $SNOW committing $6B to $AMZN AWS over five years for Graviton compute + GPU-accelerated EC2 training/inference. The AI buildout is broader than GPUs: cloud capacity, custom silicon, data governance, and enterprise workload migration.

@ItsKimJava @Tesla I can’t get mine to back into my garage to save my life..

Still blown away by Tesla FSD. 🤯 It just navigated into the garage with complete precision. The improvements are insane! @Tesla

What the hell? 🤯

@GunjanJS Still cheap!

Micron now trades with a ~10x multiple S&P 500 has a P/E ratio of ~21x

$IREN

IREN keeps stacking Al cloud receipts, ~$1.6B Dell purchase agreement for air-cooled Blackwell systems at Childress, tied to its existing ~$3.4B managed Al cloud contract. Powered land + GPU supply keeps looking like the Al infra bottleneck. $IREN $DELL $NVDA

DATA CENTER MAP- And how I learned we really are relying on folks self-reporting what they're seeing in their communities.🫣 Environmental activist Erin Brockovich launched a site to report data center concerns amid a rapid expansion across the US. brockovichdatacenter.com

@jackprandelli Found a living global data centers map!

The US Department of Energy just mapped every data center in America. This is what the AI power grid looks like. The dots are data centers. Yellow = operating. Orange = under construction. White = planned. The lines are high-voltage transmission 735kV, 500kV, 345kV the arteries that move electrons from generators to compute loads. Look at the density along the East Coast, Northern Virginia to the Carolinas. Then look at Texas. Then Northern California. The largest circles on this map represent facilities demanding over 5,000 MW of power. Single campuses pulling more electricity than mid-sized cities. Northern Virginia is so dense the dots overlap. Data centers cluster on transmission corridors. Not because land is cheap because power is available. When the line is full, the next data center goes somewhere else. The grid is the bottleneck. Every orange dot is a power purchase agreement being negotiated right now. Every white dot is a utility commission filing, a gas plant approval, a pipeline capacity booking. The $66.8 bn NextEra-Dominion deal, Meta's 10 new gas plants in Louisiana, the Alaska LNG FID push they all trace back to maps that look like this. AI infrastructure is built in substations, on transmission corridors, and at the end of gas pipelines. Link in the comments, to see my stocks 👇

$MU IS NOW A $1T COMPANY

$MU IS UP 20% today at $900…. 🤤