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@DeItaone With what money

@DeItaone To who?

@DeItaone x.com/DogeDiamondPaws/status/2…

@DeItaone AI infrastructure is becoming a capital-intensive race. The real moat may not be the model — but access to compute, power and data centers.

@DeItaone Nobody got 45 billion lol

@DeItaone Wonderful 😊

@DeItaone Your analysis provides a lot of value for traders. I enjoy your perspective and the way you break down market opportunities. Always learning from you and @BrianReid11BR.

@DeItaone $45B to lease a data center? Damn... Anthropic users better be getting some serious usage limit upgrades after this...

@DeItaone @grok what is this per GW?

@DeItaone The size of these infrastructure deals keeps climbing. Compute is becoming the real limiting factor, not model architecture.

@DeItaone Fascinating update, thanks for keeping us informed.

@DeItaone This datacenter is for NSCALE. x.com/WhiteFiber_/status/20925…

@DeItaone bullish

@DeItaone I just hope that the Anthropic tokens are very profitable. Otherwise the markets reaction from the S1 will be brutal

@DeItaone $45B to lease a data center is a reminder that frontier AI is becoming an infrastructure business at sovereign-scale economics. The labs aren’t just competing on models anymore. They’re competing on who can secure enough power and compute to keep scaling.

@DeItaone Power is the new oil Anthropic knows it

@DeItaone 45 billion leased not built, capacity risk sits with nscale now, anthropic just bought the option to walk if demand softens

@DeItaone Specific figures? $/kW and month?

@DeItaone They dont have money but they can sign contract for $100B! Lol 😂

@DeItaone This is a good signal that Nvidia still on top

@DeItaone one massively expensive electric bill it is..

@DeItaone Anthropic just committed $45B to lease 460MW of AI compute from Nscale for six years, pushing its disclosed compute commitments above $100B ahead of its IPO filing. This is our analysis: x.com/NextFinAI/status/2092678…

@DeItaone this looks good for $IOND stock then since they are partnered with Nscale

@DeItaone The headline number is $45B, but the number that actually matters is 460MW: these AI compute deals are energy procurement deals wearing a compute press release.

@DeItaone Elon Musk will lead the datacenter revolution

@DeItaone Absolutely massive commitment. Funny enough we actually covered why labs are betting this much on future infrastructure here: x.com/AGTPinsights/status/2092…

@DeItaone claude just signed a bigger lease than your entire zip code

@DeItaone That is an incredibly massive investment for a data center. It really shows how much space and power is becoming a priority for these kinds of projects lately.