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M. V. Cunha
@mvcinvesting
Long-term investor. BSc in Economics, MSc in Finance. Equity Analyst with a focus on Fundamental Analysis and Valuation. Not a financial advisor.
参加 July 2020
403 フォロー中    95.9K ファン
🚨 AIB Data Centers signs a contract with $NBIS for 50 MW of AI data center capacity in the U.S. The contracted capacity is supported by AIB’s previously announced 15-year Electric Service Agreement covering 65 MW of utility load at the site, with no significant additional electrical infrastructure upgrades required. AIB expects to deliver the capacity across two data halls. “Time-to-power is the binding constraint on AI infrastructure today, and AIB’s existing power position gave us a clear path to bringing this capacity online on a timeline that works for our customers. This agreement adds dedicated capacity in the southeastern U.S. for training and inference workloads.” — Andrey Korolenko, Head of Infrastructure at $NBIS
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