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AI data centers
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Artificial Intelligence (AI)Bitcoin miners signed $100 billion in AI deals and almost none of it is paying yet
Four gigawatts of AI and high-performance computing capacity sit under contract across publicly traded Bitcoin miners. About 550 megawatts of it is actually sending invoices. That’s the whole…
Artificial Intelligence (AI)IREN still books 82% of revenue from Bitcoin after clearing space for Microsoft’s AI cloud
IREN wrote off $638.8 million in mining hardware to make room for AI customers. It still made 82% of its money mining Bitcoin. That’s the tension sitting in…
AI Chips & HardwareNvidia beats estimates and guides to $108 billion next quarter
Only nine companies in the S&P 500 have ever reported a quarter with $100 billion or more in revenue. Nvidia just told Wall Street it expects to clear…
Artificial Intelligence (AI)Data centers turn out to be the killer app for solid-state power transformers
The transformer sitting in a shipping container in Lenox, Massachusetts is about 1 meter by 1.5 meters by 2 meters. It handled up to 1 megawatt of power…
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