가입 후 초대 링크를 공유하면 동영상 재생 및 초대 보상을 받을 수 있습니다.

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.
가입 July 2020
403 팔로잉 중    95.9K 팬
$NBIS' Béthune data center is expected to bring its first capacity online by mid-October, with a second phase targeted for early January 2027. Azur Datacenter CEO says Nebius’ first customer for the project hasn’t been named, but is “a big one.” 🤔 He says the second customer is Meta. The numbers behind the project: • 45 MW available for the first phase • 240 MW targeted at full buildout • €8B tied to the first two phases • €16B of total Nebius investment Azur says the site will have gone from initial construction to live operations in roughly 10 months, unusually fast for infrastructure at this scale. Béthune is a notable example of brownfield redevelopment for AI infrastructure. The former Bridgestone factory is being converted into a high-density AI data center. There’s still one major constraint: power. The site initially has ~45 MW available from the grid, while the permanent connection needed to reach 240 MW is reportedly around three years away. In the interim, Azur plans to supplement capacity with up to 110 MW of gas generation. Source: La Voix du Nord
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