$DMTR just partnered with CONEFF 🤝 together they're designing a carbon & ecosystem restoration program: > 300,000 hectares > Nuevo León & Coahuila, Mexico > built on official Verra VM0042 & VM0047 methodologies > audit-ready MRV data (verified, 3rd party checked) carbon infra is the next frontier for RWA expansion & @dimitratech is leading it 🔥

Even Mark Zuckerberg built a Twitter competitor Then returned to X after 3 years to announce Meta AI is the best You literally can’t script this

Meta will build an AI data center in Canada for $9.17 billions 🤖 One new Meta data center with a capacity of 1 GW will consume as much electricity as a large city (about 800,000 residential homes). This large-scale complex will be the corporation's first own AI center in Canada and its 33rd in the world. #AI | #Meta | #Canada | #DataCenter

Latest News: MARA leads a digital asset stock rally on data center development plans as Bitcoin rises. $MARA

META'S AI CAMPUS JUST SPARKED A BACTERIAL CONTAMINATION CRISIS 🚨 A rare drug-resistant bacteria shows up in Cheyenne's water system. After months of digging, officials traced it back to wastewater from construction at Meta's $800M AI data centre. Now? • Water treatment plants shut down for months. • Cleanup costs pile up. • Meta's contractor loses discharge privileges. • The city changes the rules for every future data centre. Officials say drinking water wasn't affected. But that's not really the point. These AI campuses keep getting bigger. First, everyone worried about power. Then it was water usage. Now they're finding bacteria linked to construction wastewater before the data centre is even online. Imagine what happens when hundreds of these AI factories are running 24/7. The AI boom is starting to look a lot more expensive than Big Tech promised.

The AI arms race is driving record Big Tech borrowing: Amazon $AMZN, Alphabet $GOOGL, Nvidia $NVDA, Meta $META, Oracle $ORCL, and SpaceX, $SPCX, have issued a record $182 billion in investment-grade bonds so far in 2026. This marks a +1,300% increase from ~$13 billion over the same period in 2025. As a result, these 6 firms account for nearly 15% of total US corporate bond issuance year-to-date and over 50% of this year's growth in corporate bond issuance. Meanwhile, a record 7 bond deals of $25 billion or more have taken place during this period, matching the total number of deals seen between 2019 and 2025. 6 of the 7 deals came from these 6 companies, with the remaining one coming from Salesforce, $CRM. AI capital needs are reshaping the corporate bond market.

Interesting data. Big Tech is borrowing at an unprecedented pace to fund the AI buildout — $182 billion in investment-grade bonds so far this year from just six names (Amazon, Alphabet, Nvidia, Meta, Oracle, and SpaceX). That’s up over 1,300% from last year, and these companies now dominate corporate bond issuance. It’s all about the massive spending on data centers, chips, power infrastructure, and related capex. The question, as you said, is whether it will all bear fruit. Will the returns justify this enormous debt-fueled investment, or are we seeing the early signs of overbuilding and a potential bubble in AI infrastructure? Markets are still pricing in strong growth, but history shows that when spending this aggressive outpaces visible returns for too long, valuations and sentiment can shift quickly. It’s worth watching how quickly new capacity translates into actual revenue and profits versus how fast the borrowing and capex keep accelerating. The compute rental tightening we’ve seen is one positive signal, but the ultimate test will be sustained returns on all this capital. Remains to be seen how this plays out.

Meta is building its own AI chips starting in September. Nvidia is posting an 88% profit. Who controls the margin controls AI—and Europe? Still just an observer.