🎥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#

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#

I see a lot of folks saying the CPU trade came out of NOWHERE. How is the market just finding out that CPUs are a major AI bottleneck? Let me try to explain. The market had the ingredients right but the ratio wrong. From 2023-25 the assumption was that inference means the GPU does the work and the CPU just boots the box and feeds it. Training ran about 1 CPU per 8 GPUs. Serving tightened that to maybe 1:3-4. Then agents showed up and the math completely changed. An agent spends most of its time outside the model call. Tool calls, headless browsers, sandboxes staying alive after you close the app, retrieval, multi-agent orchestration. The GPU handles one step of that. Almost everything wrapped around it though is CPU work. Some research puts CPU-side tool processing at 50-90% of total latency in an agentic loop. So the math changed in real time: Training 1:8, Plain inference 1:4, Agentic now approaching 1:1. Arm's version of the same number: 30M CPU cores per gigawatt in a normal AI datacenter vs 120M in an agent-era one. A 4x jump in host compute intensity. Why it stayed a story instead of a trade for so long: custom ARM silicon was supposed to absorb this, but agentic demand got big enough to stress BOTH custom ARM and merchant x86, and even NVIDIA ended up shipping Vera as a standalone CPU. Intel was psychologically un-investable after years of share loss, so the first reaction to rising CPU demand was "AMD takes it," and not "the entire CPU category is short." And capital followed the binding constraint in order: GPUs, packaging, HBM/DRAM, power. CPU wafers looked fine until those higher margin products already ate the foundry capacity ahead of them. 2026 turned the story into actual, tangible numbers. AMD doubled its server CPU TAM to $120B by 2030 on agentic demand. EPYC sold out through year end, 30+ week lead times. Intel filling only 40% of backlog, 6-8 month waits in parts of Asia. Nobody disputed the input was needed; the sizing was just misunderstood.

1,000+ tradable stocks & ETFs on StableStock. And counting… Today's newly added names are now live — here are 6 highlights from a much longer list. - First Trust Smart Grid ETF ($GRID) Smart grid and power infrastructure exposure — a direct beneficiary of AI datacenter buildout and the global energy transition. - Corgi Lithography & Semiconductor Photonics ETF ($EUV) The "light" layer of semiconductor manufacturing — EUV lithography and photonics, the chokepoint behind every advanced chip. - Strategy Variable Rate Perpetual Stretch Preferred ($STRC) Floating-rate perpetual preferred from Strategy — bond-like cash flow with equity-side optionality. - RoboStrategy ($BOT) Newly listed Nasdaq closed-end fund — concentrated bet on robotics, automation, and AI. - 2X Long ORCL Daily ETF ($ORCU) 2x daily leveraged exposure to Oracle — the database giant turning AI infrastructure provider. - 2X Short SNDK Daily ETF ($SNDQ) 2x daily inverse exposure to Sandisk — short the memory cycle with one ticker. From AI-driven grid infrastructure to EUV lithography, from perpetual preferreds to leveraged AI plays, from Oracle long to Sandisk short — and many more newly listed names. Trade them all with stablecoins on StableStock.

1,000+ tradable stocks & ETFs on StableStock. And counting… Today's newly added names are now live — here are 6 highlights from a much longer list. - 2X Long AXTI Daily ETF ( $AXTX) 2x daily leveraged exposure to AXT Inc — compound semiconductor substrates (InP, GaAs) feeding AI datacenter optics. - First Solar ( $FSLR) The largest US thin-film solar manufacturer — a core beneficiary of IRA incentives and clean energy supply chain reshoring. - HawkEye 360 ( $HAWK) Space-based RF intelligence for defense, maritime, and national security — one of the most-watched defense tech IPOs of the year. - Lens Technology ($06613) Apple's go-to protective glass supplier, now expanding into EVs and smart wearables. - Zhaojin Mining ($01818) A pure-play Chinese gold miner — leveraged proxy on the structural gold bull cycle. - Global X Asia Semiconductor ETF ($03119) One ticker, full exposure to Asia's semi stack — Korean memory, Japanese equipment, Chinese foundry leaders. From leveraged compound semis to US solar, from space-based defense intelligence to HK consumer electronics, from gold miners to Asia semiconductors — and many more newly listed names in-app. Trade them all with stablecoins on StableStock.