26.10.2025 01:49

IREN M A

[https://jaknatoo.blogspot.com/2025/08/iren.html]
Mike AlfredThe contrarian investing philosophyIREN Bakkt CIFR maybe from week 42?? / 2025 CLSK OpenDoor from week 43 / 2025 ASST (@Strive) from week 43 / 2025Ex-spoluzakladatel BrightScope a Digital Assets Data IREN (Iris Energy) - nezávislý non-executive directorIRENBakkt Holdings (BKKT) - člen představenstva od 9/2025; podána SEC Form 3 (držby vč. podílu přes Alpine Fox LP) Více viz PrtScr : 2025-10-24 www.thenew.money/trend/mike-alfredBut be careful! He owns much more (especial traditional conservative) companies.Inspiration How to Search some info about for example MA:Jedna z možností: Cíl: Rychlý, ověřitelný profil investora (regulace + exity + role)Subjekt: "Mike Alfred" AND "Alpine Fox LP" 1) Regulace a fund filings (USA) - Google/Bing: site:sec.gov "Alpine Fox, LP" "Form D" | "CIK" site:adviserinfo.sec.gov "Alpine Fox Capital, LLC" "summary" site:sec.gov "Michael Alfred" "Form 3" | "Form 4"- Kontrola agregátorů: site:secdatabase.com "Alpine Fox, LP" | site:13f.info "Alpine Fox" 2) Korporátní role (boardy) - Oficiální IR stránky cílových firem: site:iren.com "Board of Directors" "Mike Alfred" site:investors.bakkt.com (news + governance) "Mike Alfred" 3) Exity a předchozí firmy - "BrightScope" AND ("acquired" OR "Strategic Insight" OR "ISS")- "Digital Assets Data" AND ("acquired" OR "NYDIG") 4) Veřejná komunikace / rozhovory - site:x.com OR site:twitter.com "mikealfred"- "Mike Alfred" podcast OR interview ("Bitcoin mining valuation" | "IREN")- site:finance.yahoo.com "Mike Alfred" "interview" 5) Zápis výsledků - Zaznamenat: role/tituly, datované zdroje, CIK/CRD/CRD-ERA, klíčové citace.- U všeho ukládat přímé odkazy + datum https://duckduckgo.com/?origin=funnel_home_website&t=h_&q=Alpine+Fox+LP&ia=webThe New Moneyhttps://www.thenew.money/trend/mike-alfred Form 13F requires managers to report holdings of Section 13(f) securities, defined by the 13F list, with a value of at least $100,000,000 ... I když 13F nabízí cenné poznatky, mohou být informace zastaralé kvůli 45dennímu zpoždění při vykazování a mohou vylučovat určité pozice, jako jsou krátké pozice nebo opce, dluhopisy ...Form 13F https://13f.info/form-d?q=Michael+Alfredhttps://13f.info/form-d/0001955754-alpine-fox-lphttps://aum13f.com/fund/alpine-fox-lp LinkedINhttps://www.linkedin.com/in/mikealfred/ Alpine Fox Sells 8,000 BTC for $860 Million to Stabilize MarketGenerated by AI Agent Coin WorldSaturday, Jul 5, 2025 Bitcoin, IREN, Markets, MiningMike Alfred on contrarian investing, bitcoin mining, AI, and IRENSep 17, 2025Alpine Fox LP is a private investment partnership founded by Mike AlfredMatthew Sigelhttps://x.com/matthew_sigel/status/1982116620089667908JP Morgan to accept Bitcoin and Ethereum as loan collateral: Bloomberg ... !!!https://blockspace.media/insight/bitcoin-mining-stocks-terawulfs-record-3-2b-note-miner-debt-tops-20-billion-jane-streets-bitfarms-and-cipher-position-and-why-ai-companies-are-buying-jet-engines/Alpha Arena Update: Bigger Than Anyone Expected, China Models Winninghttps://textconverter.com/reverse-texthttps://x.com/TheBlock__

22.10.2025 12:42

Soukromí

[https://jaknatoo.blogspot.com/2025/09/soukromi.html]
Kybernetická bezpečnost se týká všech, jak nepřijít o svou digitální identitu - Miloslav LujkaKdo Kde Včera Byl a s Kým?https://KdeKdo.iure.orgMiloslav Lujka 1. díl: Sledování a špehování pomocí mobilů, počítačů a AI je novodobé otroctvíWindows 11 Is a Lost Cause. Truly Destined for the Garbage. Don't Upgrade from 10www.youtube.com/live/C44iCr6czAohttps://kiwifarms.sthttps://x.com/iure_cz/status/1973298140368535703

22.10.2025 11:14

Is Shohei Ohtani turning baseball into a solo sport? Brewers vs Dodgers

[https://jaknatoo.blogspot.com/2025/10/is-shohei-ohtani-turning-baseball-into-solo-sport.html]
Shohei Ohtani’s 3-homer + 10-strikeout game!MLB Major League Baseball - Is Shohei Ohtaniho turning baseball into a solo sport?Shohei Ohtani’s 3-homer + 10-strikeout game! | GREATEST POSTSEASON PERFORMANCE EVER? || 大谷翔平 ハイライト   NLCS G4: Brewers @ Dodgers (Oct 17, 2025) — Životní Zápas pro Shohei Ohtaniho Shohei Ohtaniho is turning baseball into a solo sport?NLCS G4 — Brewers @ Dodgers (17. 10. 2025): Rozbor se snad ověřenými datyDodgers porazili Brewers 5–1 a dokončili sweep 4–0; Shohei Ohtani předvedl unikát: *3 HR*, *10 K*, *0 R*. Trefil solo HR v 1., 4. (469 ft ven ze stadionu přes RF/RCF) a 7. směně, na kopci odházel 6.0 IP se dvěma hity. Statcast zaznamenal 19 whiffs; výkon mu přinesl NLCS MVP. Tři zvýrazněná čísla jsou vybrána proto, že v jedné větě sumarizují dvoustrannou dominanci (pálka + start) v clincheru.Nejlepší analýzySonja Chen · 10 K’s, 0 runs, 3 moonshots: Shohei wins NLCS MVP after performance of a lifetime · 2025-10-18 (ET, čas neuveden) · [1] — 19 whiffs; kontext historické rarity (3 HR + 10 K).  Paul Casella · Ohtani’s G4 HRs broken down: From leadoff, to clearing roof, to rare 3rd · 2025-10-18 (ET, čas neuveden) · [2] — Statcast metriky všech 3 HR (446/469/427 ft; EV 116.5/116.9/113.6).  Reuters (Field Level Media) · Shohei Ohtani’s 3-HR, 10-K gem caps Dodgers’ NLCS sweep · 2025-10-18 06:09 ET · [3] — shrnutí i s raritou „první v historii“ (3 HR + 10 K).Klíčová data zápasu Skóre: Dodgers 5, Brewers 1 (Dodger Stadium). Start Shohei Ohtani: 6.0 IP, 2 H, 0 R (0 ER), 3 BB, 10 K, 19 whiffs; pitch-mix FF/CT/SL + SPL. Ohtani batting: 3× HR (1., 4., 7. směna). HR1 vs. José Quintana — EV 116.5 mph, LA neuved., 446 ft, RF; HR2 vs. Chad Patrick — EV 116.9 mph, LA 33°, 469 ft, RCF/ven ze stadionu; HR3 vs. Trevor Megill — EV 113.6 mph, LA neuved., 427 ft, CF/LCF. Čas hry 2:41; návštěvnost 52 883. Tři čísla v TL;DR (*3 HR*, *10 K*, *0 R*) kvantifikují nejdůležitější dual-threat výkon v clincheru.2-3 nejrychlejší nadhozy — PITCH VELOCITY (Statcast, nikoli EV)| # | Rychlost (mph) | Typ nadhozu | Inning / Count | Batter (MIL/LAD) | Výsledek | Čas (ET / Europe/Prague) | Pitch ID | Autor (Pitcher) | Zdroj [n] ||---|---:|---|---|---|---|---|---|---|---|| 1 | 100.3 | FF | — | — | — | — / — | — | Shohei Ohtani | [4] || 2 | 100.2 | FF | — | — | — | — / — | — | Shohei Ohtani | [4] |3 nejtvrdší odpaly — EXIT VELOCITY (Statcast)| # | EV (mph) | LA (°) | Vzdálenost (ft) | Směr (spray) | Typ odpalu | Inning / Count | Batter | Pitcher | Play ID | Čas (ET / Europe/Prague) | Zdroj [n] ||---|---:|---:|---:|---|---|---|---|---|---|---|---|| 1 | 116.9 | 33 | 469 | RCF, ven ze stadionu | HR | B4 / — | Shohei Ohtani | Chad Patrick | — | — / — | [2],[5] || 2 | 116.5 | — | 446 | RF | HR | B1 / — | Shohei Ohtani | José Quintana | — | — / — | [2],[6] || 3 | 113.6 | — | 427 | CF-LCF | HR | B7 / — | Shohei Ohtani | Trevor Megill | — | — / — | [2] |HR analýza (Dodger Stadium, fáze LCS)Dodger Stadium je spíše neutrální s lepším carry do RF v teplu; střechu vpravo překoná zásah výjimečně. HR2 (469 ft, EV 116.9, LA 33°, RCF) patří mezi nejdelší a nejtvrdší postseason HR v éře Statcast; HR1 (446 ft, 116.5, RF) ukazuje maximální EV při nižším launch okně; HR3 (427 ft, 113.6, CF/LCF) potvrzuje sílu napříč směry. V rámci LCS je 3-HR „clincher“ extrémně vzácný.Kontext „Greatest postseason performance?“Srovnání s etalony (Reggie Jackson ’77: 3 HR; Don Larsen ’56: PG; Bob Gibson ’68: 17 K; Roy Halladay ’10: no-hitter) ukazuje, že kombinace 3 HR + 10 K + 0 R v jednom utkání je bez historického precedentu v MLB a v kontextu Statcastu představuje unikátní dvoustranný strop.Reference (číslované odkazy)[1] https://www.mlb.com/news/shohei-ohtani-hits-three-home-runs-strikes-out-10-in-nlcs-game-4  [2] https://www.mlb.com/news/shohei-ohtani-first-pitcher-with-leadoff-home-run  [3] https://www.reuters.com/sports/baseball/shohei-ohtanis-3-hr-10-k-gem-caps-dodgers-nlcs-sweep--flm-2025-10-18/  [4] https://baseballsavant.mlb.com/gamefeed?gamePk=813031  [5] https://www.mlb.com/dodgers/video/shohei-ohtani-s-469-foot-solo-home-run  [6] https://www.mlb.com/video/shohei-ohtani-s-116-5-mph-446-foot-leadoff-homer  Glosář: EV (Exit Velocity) = rychlost míče po kontaktu (mph). LA (Launch Angle) = výstupní úhel (°). xBA = očekávaný batting průměr. IP = směny. H/R/ER/BB/K = hity/běhy/earned runs/mety zdarma/strikeouty. Whiff = švih bez kontaktu. Pitch Velocity = rychlost nadhozu v release (mph). FF/CT/SL/SPL = four-seam/cutter/slider/splitter. LCS = League Championship Series.Baseball Savant MLB  Brewers vs. Dodgers - 10/18/2025  Brewers 1, Dodgers 5Powered by a game for the ages, LA back in World Series - October 17, 2025Gamefeed pro gamePk=813031Shohei Ohtani Has All-Time Performance, Dodgers Sweep Brewers in NLCS | MLB on TBS

16.10.2025 15:28

Options Strategies

[https://jaknatoo.blogspot.com/2025/08/options-strategies.html]
Option strategy My method on making money trading mispriced options with AI1. What is a volatility skew (and why does it exist)2. How to find options with rich skews?3. The Trade: Vertical Spread4. Why Vertical Spreads?Finance Aihttps://xynth.financeBTC - CoinGlasswww.coinglass.com/pro/futures/LiquidationHeatMapwww.coinglass.com/pro/futures/FuturesOpenInterest www.optionar.com $199.9/yrwww.optionistics.com $359.0/yrwww.unusualwhales.com $756.0/yrwww.whalestream.com $8286.0/yrhttps://optionstrat.com $899.99/yrhttps://blackboxstocks.com/#pricinghttps://docs.blackboxstocks.com/en/options-platform/heat-mapsTOP OPTIONS WHALE FLOWwww.whalestream.com/market-data/top-options-flow?flow=allhttps://bullishbears.com/whalestream-review/https://bullishbears.com/koyfin-review/https://www.reddit.com/r/options/Tracking Whales - The Holy Grail of Options Flow Tradinghttps://tradytics.com/blog/tracking-whales-the-holy-grail-of-options-flowhttps://whop.com/blog/unusual-whales-review/Options Open Interest HeatmapOptions & Leveraged Shares Heatmaphttps://www.tradingview.com/script/w8GX5rjE-Options-Leveraged-Shares-Heatmap/https://www.stockaio.com/US/ai/AIOScreenerhttps://www.topstockresearch.com/rt/Screener//Markets/HeatMap/FUTURESANDOPTIONSOption Heatmap and OI Strikes For ThinkOrSwim - Codehttps://useThinkScript.com/threads/option-heatmap-and-oi-strikes-for-thinkorswim.10664Gamma Exposure Levelsvarious different option strategies

16.10.2025 13:14

České drony

[https://jaknatoo.blogspot.com/2025/08/ceske-drony.html]
České firmy vyrábějící (nejen vojenské) dronyhttps://rcfree.eu/viewtopic.php?t=1567Český potenciál pro UAV - letecký a elektrotechnický průmyslhttps://www.palba.cz/viewtopic.php?p=467549https://www.palba.cz/viewtopic.php?p=467549#p467549DronZbrojní průmyslhttps://www.palba.cz/viewforum.php?f=402&sid=4cae7905a14b7b41315d9992856ce3f3

12.10.2025 21:42

Public Companies Coin Treasuries

[https://jaknatoo.blogspot.com/2025/09/public-companies-coin-treasuries.html]
Public Companies Bitcoin Treasurieshttps://coinmarketcap.com/charts/bitcoin-treasuries/Binance Coin (BNB)https://coinmarketcap.com/charts/bnb-treasuries/THE BLOCKBitcoin BTC Treasury Trackerhttps://www.theblock.co/treasuries/bitcoin-treasuriesEthereum ETH Treasury Trackerhttps://www.theblock.co/treasuries/ethereum-treasuriesSolana SOL Treasury Trackerhttps://www.theblock.co/treasuries/solana-treasuries Cryptocurrencies Tracked by CoinMarketCaphttps://coinmarketcap.com/charts/number-of-cryptocurrencies-trackedCrypto Market Cycle Indicatorshttps://coinmarketcap.com/charts/crypto-market-cycle-indicators/GPU Trackerhttps://iren.toolsIRENhttps://iren.com IE US Hardware 1 Inc.

11.10.2025 11:21

BTC losses were driven by cascading margin calls

[https://jaknatoo.blogspot.com/2025/10/btc-losses-were-driven-by-cascading-margin-calls.html]
Why is BTC’s price down 10.10.2025?BTC’s losses were driven by cascading margin calls Hyblock Capital | Crypto Derivatives Analytics & Trading ToolsTLDRBitcoin fell 8.59% over the last 24h, underperforming its 7-day (-9.37%) and 30-day (-2.75%) trends. The drop aligns with a 10.13% crypto market decline and reflects three key drivers:Leverage Unwind - $16B+ liquidations after Trump’s China tariff threat (CoinDesk).Technical Breakdown - Failed defense of $117K support, bearish RSI (42.36) and MACD divergence.Sentiment Shift - Fear & Greed Index plunged to 35, lowest since March 2025.Deep Dive1. Macro Shock + Leverage Cascade (Bearish Impact)Overview: Bitcoin’s drop followed former U.S. President Trump’s announcement of 100% tariffs on Chinese imports, triggering a historic $16B liquidation of leveraged long positions (CryptoPotato).What this means: Perpetual futures markets (where traders often use 20-100x leverage) amplified the sell-off. Forced liquidations erased liquidity, causing even algorithmic traders to struggle with order execution.What to look out for: Weekend liquidity gaps (spot ETF closures) could prolong the bottoming process.2. Technical Support Failure (Bearish Impact)Overview: BTC broke below the “cost price defense line” of $117K, a key level large investors defended since August (Binance News).What this means:- Daily RSI (42.36) shows weakening momentum.- MACD histogram turned negative (-32.86), signaling bearish crossover risk.- Next critical support: $109K (78.6% Fibonacci retracement).3. Sentiment Collapse (Mixed Impact)Overview: The Crypto Fear & Greed Index fell 37 points to 35 (“Fear”) in 24h, the steepest drop since April 2025 (Cointelegraph).What this means: Extreme fear often precedes contrarian rebounds, but retail panic (37K+ small wallets exiting) contrasts with whale accumulation (231 new 10+ BTC wallets). Historically, this divergence precedes rallies, but macro risks delay recovery.ConclusionBitcoin’s drop reflects a perfect storm of geopolitical risk, derivatives carnage, and technical breakdowns. While oversold conditions suggest a potential rebound, the $109K-$114K zone is critical to stabilize sentiment.Key watch: Can BTC hold $109K support amid weekend liquidity constraints, or will tariff fears drive another leg down?CMC AI can make mistakes, please DYOR. Not financial advice.Answered by CMC AI. Try CMC AI on: https://coinmarketcap.com/currencies/bitcoin/ #CoinMarketCap #AI #Crypto Triggering a historic $16B liquidation of leveraged long positionsPerpetual futures markets (where traders often use 20-100x leverage) amplified the sell-off. Forced liquidations erased liquidity, causing even algorithmic traders to struggle with order execution.What to look out for: Weekend liquidity gaps (spot ETF closures) could prolong the bottoming process.Extreme fear often precedes contrarian rebounds, but retail panic (37K+ small wallets exiting) contrasts with whale accumulation (231 new 10+ BTC wallets). Historically, this divergence precedes rallies, but macro risks delay recoveryIt’s not really about the leverage — it’s about position sizing and risk per trade.For example ...https://x.com/cryptopediaro/status/1977290357734867218And if she were using cross margin, her collateral across multiple assets could have amplified the damage once liquidation cascades started.During the recent crypto crash (Oct 10, 2025), nearly $19.15 billion. USD in positions were liquidated, and over 1.6M traders were wiped out — the biggest liquidation event in crypto history.https://x.com/cryptopediaro/status/1977305644563628400Always use SL(stop Marketorders)Crypto Market Loses $670 Billion on CEX Auto Liquidations, Altcoins Crash Intensifies#coingape.comHyperliquid DEX Outperforms Top Crypto Exchanges Coinbase, Binance, Robinhood With Zero Downtimecoingape.comCrypto Market Crash With 100% Trump Tariff Announcement on Chinacoingape.comBitcoin plummets to $102K on Binance as Trump announces 100% tariffs on Chinacointelegraph.comBitcoin may get ‘dragged around a bit’ amid Trump tariff fears: Execcointelegraph.comSalmond explained that Bitcoin’s price dislocation between crypto exchange Coinbase, where the BTC/USD pair fell to $107,000 and and crypto exchange Binance perpetual futures, where the BTC/USDT pair crashed to $102,000, “really illustrates the severity of the cascading liquidations and how stops were completely obliterated.”Crypto Fear and Greed Indexhttps://www.cryptogreedindex.com https://coinstats.app/fear-and-greedhttps://www.coinglass.com/pro/i/FearGreedIndexhttps://coinmarketcap.com/charts/fear-and-greed-index/Real-time stock market Fear & Greed Indexhttps://feargreedtracker.com/fear-greed-index-stock-marketBTC v pátek kleslo o 11%, zatímco ETH, SOL a XRP se zhroutily o 15% až 30% při krypto bleskovém krachu, protože obchodní napětí mezi USA a Čínou eskalovalo.Bitcoin (BTC) Price Prediction For Today, Tomorrow And Next 30 Dayshttps://coingape.com/price-predictions/bitcoin-btc-price-prediction/www.quantoshi.com/resources/hyblock-capital#alternativeshttps://x.com/Matt_Hougan/status/1976761321778794541https://x.com/coryklippstenPublic Companies Bitcoin Treasurieshttps://coinmarketcap.com/charts/bitcoin-treasuriesWintermute - Evgenij GaevoyWintermute CEO breaks down crypto's record breaking $20B+ liquidation event - The BlockLiquidations: understanding ADL and Its role on crypto exchanges - The Coinomisthttps://TheCoinomist.com/learn/adl-mechanism-crypto-exchanges-liquidation/Pavel DurovOur generation is running out of time to save the free Internet built for us by our fathers.https://x.com/durov/status/1976420399970701543https://coingape.com#coingape#BTCBTC

17.09.2025 16:07

Dánské karikatury Mohameda - 20. výročí

[https://jaknatoo.blogspot.com/2025/07/danske-karikatury-mohameda-20-vyroci.html]
Dánské noviny Jyllands-Posten pátek 30. září 2005 zveřejnili karikatury Mohameda.Blíží se 20 výročí zveřejnění karikatur.Nezapomeňme!www.cspii.org Karl Westergaard Autograph Signed Card with Cartoon2pp of a bifolium, measuring 5.75" x 8.25", no place, dated May 27, 2008. Boldly signed "Kurt Westergaard" and addressed to Ben Bensonhttps://www.universityarchives.com/auction-lot/karl-westergaard-autograph-signed-card-with-highl_0E14CD0872 Muhammad cartoon shows up in Czech cityGovernment condemns appearance of large reproductions of Muhammad caricatures in Brno. „Je suis Charlie“ - [ʒə sɥi ʃaʁ.li] - „Já jsem Charlie“Teroristický útok středa 7.1. 2015 TOP Interview s Billem WarneremBill Warner: Šaría se na Západě zavádí krok za krokem. Cíl islámu je, aby se celý svět modlil k AlláhoviCSPIIhttps://www.cspii.org/czDanish Jyllands-Posten Muhammad cartoonsMuhammad cartoons controversy began after 12 editorial cartoons, most of which depicted the Islamic prophet Muhammad, were published in the Danish newspaper Jyllands-Posten on 30 September 2005. The newspaper announced that this publication was an attempt to contribute to the debate regarding criticism of Islam and self-censorship.Germans print Muhammad caricaturesThe Cartoons ConspiracyDánské noviny obdržely bombovou hrozbu kvůli karikaturám MohamedaFebruary 1, 2006Mohamed on the front pageDrawings of Mohammed all over the worldThe Comics JournalWestergaard and the World’s Most Notorious CartoonMatthias Wivel | January 19, 2022 Muhammad cartoon shows up in Czech cityJyllands-Posten Won't Print Charlie Hebdo's Muhammad CartoonsV ulicích Brna visí plakáty s dánskou karikaturou Mohamedahttps://www.reddit.com/r/StencilTemplates/comments/jdmgwt/o_kurt_westergaards_controversial_caricature_bomb/„Jestliže svoboda slova vůbec něco znamená, potom je to právo říkat lidem to, co nechtějí slyšet.“ George Orwell, 1984https://citaty.net/citaty/280539-george-orwell-jestlize-svoboda-slova-vubec-neco-znamena-potom-j/https://citaty.net/citaty-o-svobode/Charlie Kirk, Viktor Orbán a lži genderové ideologie Hadísy. Mohamedova sunna BILL WARNER CPSPIIMohammad Cartoon Film by Ehsan JamiPrincess Latifa try to Escape from Dubai„Je suis Charlie“Charlie Kirk

16.09.2025 18:21

Prove me wrong

[https://jaknatoo.blogspot.com/2025/09/prove-me-wrong.html]
Prove me wrongCharlie Kirk hosts ‘Prove Me Wrong’ table at Rudder PlazaApril 23, 2025 Turning Point USATPUSAThe Charlie Kirk ShowHONORING THE MEMORY OF CHARLIE KIRKJe suis CharlieRonald Reagan's "A Time for Choosing" speech October 27, 1964Ronald Reagan's Acceptance Speech at Republican National Convention, July 17, 1980President Ronald Reagan's Speech at the Berlin Wall, June 12, 1987

08.09.2025 14:07

AI Compute Market

[https://jaknatoo.blogspot.com/2025/07/ai-compute-market.html]
How Larry Ellison - Oracle Is Winning the AI Compute MarketHow Oracle Is Winning the AI Compute MarketStargate, OpenAI, ByteDance, Unique Datacenter Strategy, Investment Grade Neocloud, Revenue and EBIT ForecastLarry Ellison - OracleIn today’s report, we dive deeper into Oracle’s infrastructure strategy. Larry made some bold bets that were key to its emergence as an AI computing powerhouse. By combining attributes of a “traditional” US hyperscaler, an AI-native Neocloud, and selectively working with lightning-fast Chinese datacenter developers, Oracle found a winning recipe.This led to the emergence of a new market segment: the AI-first developers. New entrants, often from the cryptomining world, understood that power was becoming the #1 concern and leveraged their existing interconnection agreements to plan large datacenters, away from population centers but with ample power. Core Scientific’s 570MW deal with Coreweave is a great exampleGigawatt-scale site in Abilene, Texas deal with CrusoeIt is hard to understate how bold the bet wasOracle will benefit. With Larry Ellison publicly saying that no Stargate ...The APAC ramp and Bytedance relationship Singapore-Johor-Batam hubRebranded DayOne in January, its largest customer (by committed power) is, by far, Bytedance. Oracle ranks second, and is DayOne’s only large western customer, as far as we knowWe show below how Oracle’s optimized networking configuration, alongside cheaper server price, enables a 20% CapEx advantage over Does Oracle have a software & technology moat? Finally, we’ll provide some thoughts on the long-term shape of the industry. March 26, 2025The GPU Cloud ClusterMAX™ Rating System How to Rent GPUs 90%+ Coverage by Rental GPU Value, GPU Cloud Evaluation Guidelines, GPU Pricing Updates, GPU Bubble Burst, CoreWeave IPO, Hyperscalers, AI Neocloud Economics, Neocloud IRRConsumption Models, Price Per Value, and AvailabilityNorth America AI Server Market: Powering the Future of Intelligent Computing Apr 24, 2025What Companies Does Nvidia Own?Nvidia quietly buys more stock in AI infrastructure favoriteAug 17, 2025Datacenter Industry Modelhttps://semianalysis.com/datacenter-industry-modelThe rare suitable sites were all pre-leased by Microsoft in 2023 and early 2024AI HW - Top 30 Cloud GPU Providers & Their GPUsIdentify the most cost-effective cloud GPUsTop 10 Data Center Companies by Market Cap in 2025Vast.ai ASW AZURE Google Cloud Platform (GCP) NVIDIA DGX Cloud Oracle Cloud Infrastructure (OCI) IBM Cloud RunPod CoreWeave Seeweb Datacrunch.io OVHcloud Scaleway Alibaba Cloud OpenAI a Oracle posilují alianci: Plánují nasazení 2 milionů čipů a výstavbu datových center o kapacitě 4,5 GW22.07.2025Stargate, OpenAI, Oracle a SoftBank oznámily záměr investovat 500 miliard dolarů do 10 gigawattů AI infrastrukturyMarch 13, 2024AI Datacenter Energy Dilemma - Race for AI Datacenter Space Gigawatt Dreams and Matroyshka Brains Limited By Datacenters Not ChipsAI Demand vs Current Datacenter Capacity The World’s Biggest Cloud Computing Service Providersbiggest renters of ai cloud servers 2025 2026 2027 2028 Binary computing uses 0, 1Ternary computing uses -1, 0, +1