🎥In the cold north, power flows like water, as digital infrastructure begins to breathe with the landscape. Built not only for today’s compute, but for the intelligence of tomorrow — where energy, cooling, and AI converge as one. #AIInfrastructure# #DigitalInfrastructure# #DataCenter# #HPC# #AIDataCenter# #Norway#

𝗜𝗻𝘁𝗲𝗹 𝗤𝟯 𝟮𝟬𝟮𝟲 𝗘𝗮𝗿𝗻𝗶𝗻𝗴𝘀: 𝗔𝗜 𝗮𝗻𝗱 𝗗𝗮𝘁𝗮 𝗖𝗲𝗻𝘁𝗲𝗿 𝗗𝗲𝗺𝗮𝗻𝗱 𝗗𝗿𝗶𝘃𝗲 𝟮𝟭% 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗚𝗿𝗼𝘄𝘁𝗵 @intel 𝗋𝖾𝗉𝗈𝗋𝗍𝖾𝖽 𝖰𝟥 𝟤𝟢𝟤𝟨 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗈𝖿 $𝟣𝟨.𝟧 𝖻𝗂𝗅𝗅𝗂𝗈𝗇, 𝗎𝗉 𝟤𝟣% 𝖸𝗈𝖸, 𝗐𝗂𝗍𝗁 𝖣𝖺𝗍𝖺 𝖢𝖾𝗇𝗍𝖾𝗋 & 𝖠𝖨 𝖽𝖾𝗅𝗂𝗏𝖾𝗋𝗂𝗇𝗀 𝗂𝗍𝗌 𝗌𝗍𝗋𝗈𝗇𝗀𝖾𝗌𝗍 𝗀𝗋𝗈𝗐𝗍𝗁 𝗂𝗇 𝟣𝟧 𝗒𝖾𝖺𝗋𝗌. 𝖧𝗈𝗐𝖾𝗏𝖾𝗋, 𝗆𝖾𝗆𝗈𝗋𝗒 𝗌𝗁𝗈𝗋𝗍𝖺𝗀𝖾𝗌, 𝖼𝖺𝗉𝖺𝖼𝗂𝗍𝗒 𝖼𝗈𝗇𝗌𝗍𝗋𝖺𝗂𝗇𝗍𝗌 𝖺𝗇𝖽 𝗌𝗈𝖿𝗍𝖾𝗋 𝖯𝖢 𝖽𝖾𝗆𝖺𝗇𝖽 𝖼𝗈𝗇𝗍𝗂𝗇𝗎𝖾 𝗍𝗈 𝗌𝗁𝖺𝗉𝖾 𝗍𝗁𝖾 𝖼𝗈𝗆𝗉𝖺𝗇𝗒'𝗌 𝗇𝖾𝖺𝗋-𝗍𝖾𝗋𝗆 𝗈𝗎𝗍𝗅𝗈𝗈𝗄. 𝗞𝗲𝘆 𝗧𝗮𝗸𝗲𝗮𝘄𝗮𝘆𝘀: • 𝗗𝗮𝘁𝗮 𝗖𝗲𝗻𝘁𝗲𝗿 & 𝗔𝗜 𝗹𝗲𝗮𝗱𝘀 𝗴𝗿𝗼𝘄𝘁𝗵: 𝖱𝖾𝗏𝖾𝗇𝗎𝖾 𝗌𝗎𝗋𝗀𝖾𝖽 𝟩𝟪% 𝖸𝗈𝖸 𝗍𝗈 $𝟩.𝟥 𝖻𝗂𝗅𝗅𝗂𝗈𝗇, 𝖽𝗋𝗂𝗏𝖾𝗇 𝖻𝗒 𝗌𝗍𝗋𝗈𝗇𝗀 𝗌𝖾𝗋𝗏𝖾𝗋 𝖢𝖯𝖴 𝖽𝖾𝗆𝖺𝗇𝖽, 𝗐𝗂𝗍𝗁 𝖦𝗋𝖺𝗇𝗂𝗍𝖾 𝖱𝖺𝗉𝗂𝖽𝗌 𝖾𝗆𝖾𝗋𝗀𝗂𝗇𝗀 𝖺𝗌 𝖨𝗇𝗍𝖾𝗅'𝗌 𝗅𝖺𝗋𝗀𝖾𝗌𝗍 𝗌𝖾𝗋𝗏𝖾𝗋 𝗉𝗋𝗈𝖽𝗎𝖼𝗍 𝖿𝖺𝗆𝗂𝗅𝗒. • 𝗙𝗼𝘂𝗻𝗱𝗿𝘆 𝗴𝗮𝗶𝗻𝘀 𝗺𝗼𝗺𝗲𝗻𝘁𝘂𝗺: 𝖨𝗇𝗍𝖾𝗅 𝖥𝗈𝗎𝗇𝖽𝗋𝗒 𝗋𝖾𝗏𝖾𝗇𝗎𝖾 𝗀𝗋𝖾𝗐 𝟧𝟪% 𝖸𝗈𝖸 𝗍𝗈 $𝟨.𝟩 𝖻𝗂𝗅𝗅𝗂𝗈𝗇, 𝗌𝗎𝗉𝗉𝗈𝗋𝗍𝖾𝖽 𝖻𝗒 𝗁𝗂𝗀𝗁𝖾𝗋 𝖨𝗇𝗍𝖾𝗅 𝟥 𝖺𝗇𝖽 𝟣𝟪𝖠 𝗏𝗈𝗅𝗎𝗆𝖾𝗌. 𝖨𝗆𝗉𝗋𝗈𝗏𝗂𝗇𝗀 𝗒𝗂𝖾𝗅𝖽𝗌 𝖺𝗇𝖽 𝗅𝗈𝗐𝖾𝗋 𝗐𝖺𝖿𝖾𝗋 𝖼𝗈𝗌𝗍𝗌 𝗌𝗂𝗀𝗇𝖺𝗅 𝗉𝗋𝗈𝗀𝗋𝖾𝗌𝗌. • 𝗖𝗹𝗶𝗲𝗻𝘁 𝗖𝗼𝗺𝗽𝘂𝘁𝗶𝗻𝗴 𝗳𝗮𝗰𝗲𝘀 𝗵𝗲𝗮𝗱𝘄𝗶𝗻𝗱𝘀: 𝖱𝖾𝗏𝖾𝗇𝗎𝖾 𝖽𝖾𝖼𝗅𝗂𝗇𝖾𝖽 𝟧% 𝖸𝗈𝖸 𝗍𝗈 $𝟪.𝟣 𝖻𝗂𝗅𝗅𝗂𝗈𝗇 𝖺𝗌 𝗆𝖾𝗆𝗈𝗋𝗒 𝗌𝗁𝗈𝗋𝗍𝖺𝗀𝖾𝗌 𝖺𝗇𝖽 𝖼𝖺𝗎𝗍𝗂𝗈𝗎𝗌 𝖨𝖳 𝗌𝗉𝖾𝗇𝖽𝗂𝗇𝗀 𝗐𝖾𝗂𝗀𝗁𝖾𝖽 𝗈𝗇 𝖯𝖢 𝖽𝖾𝗆𝖺𝗇𝖽, 𝖽𝖾𝗌𝗉𝗂𝗍𝖾 𝟥𝟧% 𝗀𝗋𝗈𝗐𝗍𝗁 𝗂𝗇 𝖠𝖨 𝖯𝖢 𝗋𝖾𝗏𝖾𝗇𝗎𝖾. 𝗪𝗮𝗻𝘁 𝗱𝗲𝗲𝗽𝗲𝗿 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻𝘁𝗼 𝗳𝗼𝘂𝗻𝗱𝗿𝘆 𝗿𝗼𝗮𝗱𝗺𝗮𝗽 𝗮𝗻𝗱 𝗺𝗮𝗻𝘂𝗳𝗮𝗰𝘁𝘂𝗿𝗶𝗻𝗴 𝗽𝗿𝗼𝗴𝗿𝗲𝘀𝘀? 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗶𝗻𝗴 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗰𝗮𝗻 𝗮𝗰𝗰𝗲𝘀𝘀 𝗼𝘂𝗿 𝗙𝗼𝘂𝗻𝗱𝗿𝘆 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲 𝗥𝗲𝗽𝗼𝗿𝘁 𝗵𝗲𝗿𝗲: 𝗚𝗲𝘁 𝘁𝗵𝗲 𝗹𝗮𝘁𝗲𝘀𝘁 𝗺𝗮𝗿𝗸𝗲𝘁 𝘀𝗵𝗮𝗿𝗲 𝗱𝗮𝘁𝗮 𝗮𝗻𝗱 𝗰𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗶𝘃𝗲 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗼𝗻 𝘁𝗵𝗲 𝗴𝗹𝗼𝗯𝗮𝗹 𝗳𝗼𝘂𝗻𝗱𝗿𝘆 𝗶𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗶𝗻 𝗼𝘂𝗿 𝗚𝗹𝗼𝗯𝗮𝗹 𝗣𝘂𝗿𝗲 𝗙𝗼𝘂𝗻𝗱𝗿𝘆 𝗠𝗮𝗿𝗸𝗲𝘁 𝗦𝗵𝗮𝗿𝗲: 𝗤𝘂𝗮𝗿𝘁𝗲𝗿𝗹𝘆 𝗱𝗮𝘁𝗮 𝗽𝗮𝗴𝗲. #Intel# #IntelEarnings# #Semiconductors# #AI# #DataCenter# #IntelFoundry# #ChipManufacturing# #ArtificialIntelligence# $INTC

I think the AI datacenter energy startup investing spree has become bubbly because at the end of the day, energy is is purely a function of the cost per kw and the sales of the kw. The Anthropic x Blackstone SPV to fund Google TPU purchases was priced at $6B A1 paying Treasury + 100bps, $24B A2 paying 5.75%, and a Class B $4.5B paying 8.5%. This is hardware, I'd guess for just energy its slightly cheaper to finance. So a company like @fluidstack 's entire job is to minimize their cost of capital and maximize their selling price. The energy price ceiling that PJM introduced means that perhaps energy costs are exorbitant, which may make the per kw costs of ocean and space datacenters economical, but investing in those companies means betting that the kw costs stay elevated and continue to rise. It is not only a bet on the cost of energy rising substantially but also that credits don't get commoditized across AI models, which is where crowd sourced compute comes in. Even if datacenters in the ocean become operational today, the calculus on bond markets on whether to fund their expansion is entirely based on the cost of capital vs selling price. I don't even know if it would make sense if these alternatives worked today, let alone in a couple years when they actually become operational.

We’re bringing Bitdeer AI to Norway 🇳🇴！ This May, we’re heading to the Oslo Tech Show 2026 — where the region’s tech ecosystem comes together to explore the future of AI, cloud, data, and digital infrastructure. We’ll be sharing: 🔹 Our enterprise-grade AI data center solutions, delivering high-density infrastructure purpose-built for AI workloads 🔹 High-performance GPU compute designed for scalable AI training and inference 🔹 Enterprise AI Agent capabilities for real-world production use cases 🔹 Model Studio with multi-model access through one unified API We’re excited to connect, share, and explore how AI infrastructure can power the next wave of innovation across the Nordics. See you there. #OsloTechShow# #AI# #datacenter# #neocloud#

More compute means more heat.🔥 As AI systems grow denser, power and cooling become critical to keeping accelerators running at full potential. Discover why energy use and heat management matter across the data center. 🔗 #SKhynix# #AI# #DataCenter#

𝗟𝗲𝘁’𝘀 𝗖𝗼𝗻𝗻𝗲𝗰𝘁 𝗮𝘁 𝗔𝗠𝗗 𝗶𝗻 𝗗𝗲𝗽𝘁𝗵 𝟮𝟬𝟮𝟲 AI is reshaping data center compute, and demand for the processors that power it is accelerating fast. What does the next era of compute look like for hyperscalers, enterprises and the broader server ecosystem? Our Associate Directors, Brady Wang (@BradyWang10) and David Naranjo (@DSCCDave), will be on-site at @AMD in Depth: EPYC Leadership in the AI Era to connect with industry leaders and discuss the trends shaping AI infrastructure and server CPUs. 𝗗𝗮𝘁𝗲: November 4–5, 2026 𝗣𝗹𝗮𝗰𝗲: Las Vegas, NV Connect with our team to discuss the future of AI compute. Email info@counterpointresearch.com to schedule a meeting. #AMDInDepth# #AMD# #EPYC# #AI# #DataCenter# #AIInfrastructure# #ServerCPU# $AMD

Not the kind of headline in the WSJ that AI datacenter builders want to see when they're spending trillions of dollars: "AI’s Transformational Value Remains Elusive for Most Companies" Just "Thirteen percent of CIOs report that their organizations realized significant or transformational value from AI, according to a Gartner survey of 2,002 CIOs and technology executives released this week at Gartner IT Symposium" And CIOs (Chief Information Officers) are the ones most likely to claim they're seeing the benefits. CFO opinions would likely be even lower.