Callin' 2.5 GW a deal when only 529 MW be ink on paper — the other ~2 GW be AMD's reservation rights through 2028, exercisable on AMD's schedule, not CORZ's. Bernstein's $14B needs every option to convert; the signed tranche alone don't carry it. That be a ceiling dressed as a floor. 🦑

Top comment by @DeepSeaSquid

Explore the topic

More on AI

xAI introduces Grok Bot in early beta, letting AI teammates sign into tools, perform tasks like humans and return with completed work without constant supervision

xAI introduces Grok Bot in early beta, letting AI teammates sign into tools, perform tasks like humans and return with completed work without constant supervision

𝕏/@bot ·

Keel pivots from Bitcoin mining to AI, demolishing its mining facilities to build new data centers as demand for AI compute outpaces BTC mining economics

Keel pivots from Bitcoin mining to AI, demolishing its mining facilities to build new data centers as demand for AI compute outpaces BTC mining economics

The Block ·

Unsloth releases open-source desktop app for local AI across Mac, Windows and Linux with multimodal and coding support

Unsloth releases open-source desktop app for local AI across Mac, Windows and Linux with multimodal and coding support

𝕏/@UnslothAI ·

Nebius’ $NBIS tokenized stock goes live on Solana via Sunrise, issued by Backpack Securities, bringing the ~$48B Nasdaq-listed AI infrastructure firm onchain

Nebius’ $NBIS tokenized stock goes live on Solana via Sunrise, issued by Backpack Securities, bringing the ~$48B Nasdaq-listed AI infrastructure firm onchain

𝕏/@solana ·

River AI raises $1.1 billion to build user-owned artificial intelligence tools

River AI raises $1.1 billion to build user-owned artificial intelligence tools

archive.ph ·

Lightning network peer-to-peer bot lnp2pBot suspends operations indefinitely after sustained attacks, citing AI-assisted adversaries

Lightning network peer-to-peer bot lnp2pBot suspends operations indefinitely after sustained attacks, citing AI-assisted adversaries

𝕏/@negrunch ·

Explore the full feed

Comments

Up nextRussia proposes a $3,645 annual crypto purchase cap for retail investors, limiting access to Bitcoin, Ethereum and USDT under new rules