AI demand turning miners into infra giants… $90B partnerships reshaping the game 🤯

🚨🇺🇸 Pres. Trump urged AI cos to build/bring/buy 100% energy for data centers under his “Ratepayer Protection Pledge.”🧐

Nvidia reports earnings Wednesday, and at roughly $5 trillion (about triple the size of bitcoin) the print resets every model tracking the AI buildout, effectively pricing industry demand that is otherwise nearly impossible to measure without survey data.

$IREN bulls are a special kind of special lol Same w/anyone on BTC miners flipping to AI infrastructure-- if you didn't wholly succeed at what you were doing prior why should your mgmt be trusted to succeed at something new? Same thing w/Strategy imitator small caps.

Citi raised its price target on Sandisk to $2,025 from $1,300, citing booming demand for NAND memory driven by AI and data center growth. The bank expects strong pricing and tight supply conditions to continue through 2027.

As demand for AI continues to accelerate the demand for power and chips is creating a new asset class according to Blackrock's Larry Fink 👇

The market is starting to realize that the real competition is no longer only about chips or mining machines. It is now about power access, infrastructure, and energy efficiency. Many mining companies already spent years building large-scale power systems, cooling infrastructure, and strong energy partnerships. What was once seen as only mining infrastructure is now becoming valuable for AI expansion. As AI demand keeps growing, more mining firms are shifting into AI data centers because they already control one of the most important resources today which is scalable power. The flexible backup power model is also very smart. During peak demand, energy can prioritize AI workloads for stable long-term revenue, while off-peak periods can still support mining operations on PoW networks like Ethereum Classic. This helps maximize power usage instead of letting infrastructure sit idle. The connection between AI and PoW infrastructure will likely grow much stronger from here because both industries depend heavily on compute and reliable energy. @ETCGrantsDao

An entire community in the Lake Tahoe region is now urgently seeking a new power supplier after its electric utility announced it will lose nearly three-quarters of its electricity by May 2027. NV Energy, Nevada’s largest utility, has informed Liberty Utilities that it will end its wholesale power supply agreement. Liberty Utilities serves approximately 49,000 residents across the California-Nevada border. The decision means Liberty will lose about 75 percent of its current power supply, forcing local officials and residents to scramble for alternative sources. The move is driven by surging demand from data centers. These facilities already consume 22 percent of Nevada’s electricity generation, a share projected to rise to 35 percent by 2030 as AI infrastructure continues to expand rapidly. While NV Energy describes the change as a planned transition, the shift has raised serious concerns about higher electricity costs and the need for major new infrastructure investments. For thousands of families, the AI boom has now directly collided with everyday energy needs. This situation highlights the growing tension between the explosive power demands of artificial intelligence and the reliable electricity supply required by residential communities.

🚨 BREAKING: BlackRock CEO Larry Fink just made an astonishing statement: “The U.S. is currently severely lacking in electricity, chips, storage, and computing power.” “I firmly believe a new asset class is about to emerge—compute futures.” He directly classified this sector as a trillion-dollar super asset class. Meanwhile, in the crypto world, decentralized compute ($RNDR, $AKT, $IO, $TAO) has already perfectly built out this ecosystem in the background—permissionless, tokenized, running 24/7. Wall Street has only just named this massive, flawless trading system today. But the crypto community has long since welded shut the high-speed railway of the future. Epic, massive bullish catalyst.