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$JKS signed a 1 GW collaboration agreement with PM Green, including an initial 200 MW order for Tiger Neo 3.0 solar modules. JinkoSolar says the deal supports large-scale sustainable energy projects across strategic markets, with a focus on Europe.
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Anthropic paying spaceXai $24b in revenue per nameplate GW.
SpaceXai spent $29b per GW building out that capacity.
If the contract were to last 5 years, $50+ billion in cumulative pre-tax cashflow.
Being wildly efficient at converting cash into physical compute assets in a world that finds itself suddenly wildly short of compute assets is not a bad spot to be.
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$NVDA and $IREN announced a strategic partnership to deploy up to 5 GW of AI infrastructure across IREN’s global data center pipeline.
Sweetwater in Texas is planned as the flagship NVIDIA DSX deployment.
NVIDIA also gets the right to invest up to $2.1B in IREN
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