The biggest AI buyers are being rationed.
Anthropic's S-1 says it sought more compute than its cloud partners were willing to provide, so it's leasing its own data centers and using third-party operators.
Revenue per compute dollar went from $0.40 to $2.08, and the compute bill still grew 300% in Q2.
The scarce thing is energized, permitted capacity delivered on time. That's the $VIVO angle:
- Mo i Rana 40MW first phase: construction mobilized (Oct 12)
- Preferred AI tenant selected, unnamed, lease terms still to come
- Definitive heads of agreement with Open Innovation AI (Oct 21)
@chamath’s framing is the right filter: nimble and well capitalized. I’m watching the signed lease and the pace of funding.
Long $VIVO. Not advice.
@Vivo_Power
$VIVO #AIInfrastructure #DataCenters #SovereignAI
As someone with a portfolio of energized land assets here is what I am seeing:
1. Neoclouds are disorganized and poorly capitalized. Some are definitely better than others however.
2. Hyperscalers are intractable, bureaucratic organizations that take 3 months to do an NDA and want 18mo escrow periods. We built our portfolio by competing against these terms because of our speed and simplicity. The more future assets orgs like ours win, the bigger the problem for the hyperscalers downstream (see 3).
3. There are delays in the existing pipeline that will catch people off guard in 2027. Hyperacalers will (obviously) react by focusing on their own internal compute needs over any third party. If the third party is a model company, they will tell them to go through their model router where they will also take a non-trivial vig. Them telling Ant they have no compute for them (rumored in Ant’s S-1) if true is a huge tell that this is already happening.
All of this is to say that it does look like there will be a lot of partially stranded compute and compute sitting in inventory in 2027 than is currently forecasted. This is bought and paid for but effectively underearning (below total cost of capital) or collecting dust. We see this as true for everyone - model companies, hyperscalers, neoclouds except ONE (you can guess which one).
This dislocation will benefit two kinds of orgs: the non-bureaucratic big scalers who can build industrial scale quickly and the nimble, well capitalized players feeding them.
2027 will be a turbulent year because it will clear out a bunch of wrong/bad bets. It will also be a consolidation year for a few.
CrypKnid.eth retweeted
Could Northern Norway become the AI Infrastructure Capital of Europe?
Norway has one of the world’s most advanced and sustainable power grids, fully renewable from hydropower.
VivoPower’s asset in Mo i Rana, Norway, within the Arctic Circle, benefits from this exceptional infrastructure and access to some of the cheapest and most sustainable power, not just in Europe but across the world.
VivoPower looks forward to working with the municipality of Mo i Rana to establish it as one of Europe’s leading AI infrastructure regions.
#AIInfrastructure
#NorthernNorway
#VivoPower
CrypKnid.eth retweeted
Your posts are pure noise. Here is an actual fact: Rana Municipality received the final soil reports from Vivopower on Aug 11. The 12-week legal deadline is up, and a delegated approval can hit the journal any day now. Do your DD. $VIVO
Nordnet data is showing something the market should pay attention to: local conviction in $VIVO is building fast.
Norwegian holders on Nordnet have gone from roughly 50 to ~200 this year.
That matters because these investors are closest to Mo i Rana. They can see the site, the infrastructure and the local activity around it.
Now add the bigger backdrop:
@OpenAI and @AnthropicAI are reportedly looking at smaller 20–30MW Nordic AI deployments where power is available now.
$VIVO already has 41.5MW operational in Norway.
This is no longer just a future data-center story. It is live, powered Nordic capacity in a market where ready MW are becoming scarce.
Now the catalyst is clear:
Name the tenant. Sign the lease. Put a value on the 41.5MW 🚀🚀🚀
#AI #DataCenters #AIInfrastructure #Norway #HPC #SmallCaps #VIVO @KevinChinARO
The 'Hello Norway' spike is real. Nordnet data shows $VIVO holders in Norway grew 4x in 2026, peaking over 200. Local investors are doing boots-on-the-ground DD on Mo i Rana via local papers & municipal logs. We know the 41.5MW site is real. Chart speaks for itself.
The SEC just opened the door for tokenized US stocks onchain.
Holding is step one. Borrowing against them is the unlock.
@RobinhoodCrypto brings the stocks. @longbowlend brings the credit layer.
$5.3m TVL vs ~$7m $BOW market cap.
Credit becomes utility.
$BOW @MorphoLabs
#RWA #TokenizedStocks #DeFi #Robinhood #Crypto
$NBIS raising on-demand GPU rents from 1 Oct.
H100: $3.85 > $4.50
B300: $7.85 > $9.50
That’s 17–21%.
Stock popped 9% premarket. Closed +4%.
Demand is still strong enough to lift list price. That’s the news.
$IREN sits in the same trade. 2026 capacity is sold. The only number that matters now is whether 2027 watts price at this new rate or the old book.
Watch the next MW print. Not the premarket spike.
@nebiusai @IREN_Ltd
$VIVO another piece of the Mo i Rana puzzle just dropped.
Fresh Statnett grid data via Norwegian local press shows Nordland Data #1 in the queue for another 40MW, with requested connection from Jan 2027.
That matters.
My last post showed the physical build moving forward. Rezoning. Demolition. NOK 3bn investment plan.
Now we have the grid queue.
41.5MW already live.
40MW first in queue.
Rezoning underway.
Demolition targeted before Christmas.
NOK 3bn investment plan.
Preferred AI tenant already selected.
Important: the extra 40MW is NOT secured yet.
But the pieces are starting to line up.
This is looking less like a deck and more like execution.
The big missing piece hasn’t changed:
Sign the tenant. Name the tenant. Show us the economics.
That’s the catalyst.
$VIVO #AI #DataCenters
Mo i Rana power queue published yesterday at 21:00 (Statnett grid data via local media):
• Nordland Data ($VIVO): #1 in queue for 40MW (Jan2027) + existing 41.5MW energized shell.
• Nscale ($AKER): 250MW (2028) & 750MW (2029).
Time-to-market is key.
ranano.no/dette-er-stromkoen…
$IREN
This is bigger than the headline.
Anthropic just signed its first Australian data centre deal.
A$31.9B. Up to 2.16GW.
And the key detail: this is primarily for Claude INFERENCE, not training.
That matters.
Training built the first wave of AI infrastructure. Inference could be the much bigger, persistent demand curve.
Now look at what IREN already has in Australia:
800MW of secured transmission capacity in South Australia.
The Anthropic deal isn’t with IREN. But it validates the market IREN has been positioning for.
Everyone wants GPUs.
GPUs need data centres.
Data centres need power.
And grid-connected power takes years to secure.
IREN already has it.
That’s the asset.
$IREN #AI #DataCenters #AIInfrastructure
reuters.com/world/asia-pacif…
$VIVO local Norwegian press just confirmed something most people tracking this story haven't seen
• NOK 3bn committed (~$290-300M)
• Nordland Data (VivoPower subsidiary) filing for rezoning THIS WEEK
• Demolition targeted before Christmas, pending municipal approval
• 40-60 permanent jobs projected once operational
• Still in Statnett's queue for 40MW power, not secured yet
This is independent local reporting. Not company IR. First time we've seen actual dated municipal milestones.
But here's what most people will skip:
• Still needs municipal approval, nothing's final
• VivoPower has raised ~$70-75M so far vs the ~$290-300M needed. ~25% funded
• Buried in their own filings: the Norway seller holds first priority security over the ENTIRE platform until $10.25M in deferred payments clear. $5M due October
• That's likely the real reason "preferred tenant" hasn't become a signed lease
Not watching the tenant headline.
Watching the rezoning approval, the Statnett queue, and October.
@Vivo_Power @KevinChinARO
nrk.no/nordland/planlegger-d…
$VIVO #AIInfrastructure #DataCenters #SovereignAI
CrypKnid.eth retweeted
There’s only one real ethereum:0xb131f4a55907b10d1f0a50d8ab8fa09ec342cd74 .
Even @X managed to figure it out. Surely the rest of CT can too.
CrypKnid.eth retweeted
Otherside Update 🧵
But first, let’s take a look at some of the things we’ve been building.
CrypKnid.eth retweeted
O, I almost forgot, ALL interactions will be used towards additional perks when the time comes.
Participation matters greatly.
And those who participate will be rewarded.
Now, let’s have ourselves a day 🫡
CrypKnid.eth retweeted
"⚠️ ALERT: Beware of $BOME! 📉 With no clear value, this stock could be headed to ZERO. Do your homework before investing! 💼💡 #MadMoney #StockAlert"
