Shay Boloor(@StockSavvyShay):This chart is why secured power is becoming one of the most valuable assets in AI. A MW produces ~$1.5M in bitcoin mining, ~$4M in colocation and ~$10M in full-stack AI compute which explains why you're seeing $CIFR, $WULF, $CORZ and $RIOT all racing to convert capacity as fast as possible while $IREN already shows what that transition can look like. $CRWV and $NBIS are already clustering ~$10M per active MW while $SPCX is targeting closer to ~$40M as it scales toward ~10GW putting SpaceX in a monetization class of its own.

2026.08.20 13:23

This chart is why secured power is becoming one of the most valuable assets in AI. A MW produces ~$1.5M in bitcoin mining, ~$4M in colocation and ~$10M in full-stack AI compute which explains why you're seeing $CIFR, $WULF, $CORZ and $RIOT all racing to convert capacity as fast as possible while $IREN already shows what that transition can look like. $CRWV and $NBIS are already clustering ~$10M per active MW while $SPCX is targeting closer to ~$40M as it scales toward ~10GW putting SpaceX in a monetization class of its own.

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