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$IREN $CLSK $NBIS $GLXY $CIFR $KEEL
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Compute's daily publication covering the companies financing, powering, and building the AI infrastructure boom. Live weekdays at 1p EST
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- 🚨 “Elon Musk recently said the financing market for Neoclouds is basically gone.” $IREN just closed a $363 million refinancing of deployed GPUs… Is Elon wrong?11111.2K
- Morgan Stanley thinks the powered shell provider (PSP) stocks offer a very attractive risk-reward skews, with underlying high value not reflected in current valuations ⚡️ Overweight: $WULF $HUT $RIOT $GLXY $CIFR
Blockspace @blockspaceMORGAN STANLEY PROJECTS 43 GW NET SHORTFALL OF DATA CENTER DEMAND If considering global solutions, the firm still projects a 38 GW shortfall which is 33% of demanded power. $IREN $CIFR $HUT $SLNH $CLSK $WULF $NBIS25415.4K - MORGAN STANLEY PROJECTS 43 GW NET SHORTFALL OF DATA CENTER DEMAND If considering global solutions, the firm still projects a 38 GW shortfall which is 33% of demanded power. $IREN $CIFR $HUT $SLNH $CLSK $WULF $NBIS
898616.5K - $IREN debt stack is maturing in real time • $25-30B CapEx forecast • 14B cash + committed financing/prepayments • Ability to debt-finance finished builds31525.9K
- $CIFR just announced its participation in seven investor and industry conferences scheduled for November and December 2026. 11/1: Cantor Convergence 11/12: J.P. Morgan U.S. Opportunities Forum 11/19: Clear Street AI Infrastructure Summit 11/30: Rosenblatt AI Infrastructure 12/2: Morgan Stanley Data Center Summit 12/7: Jefferies Real Estate Conference 12/8: Wells Fargo 10th Annual TMT Summit
Blockspace @blockspace$CIFR announced it will release its third quarter 2026 financial results before market open on Monday, November 2nd, 2026. The company will host a conference call and webcast that day at 8:00 a.m. Eastern Time.51118910.4K - $CIFR announced it will release its third quarter 2026 financial results before market open on Monday, November 2nd, 2026. The company will host a conference call and webcast that day at 8:00 a.m. Eastern Time.
81220531.9K - Bank of America’s new 13G/A on $IREN shows 16.4M shares (~4.1%). KEY DETAIL MOST WILL MISS: 0 sole voting or dispositive power. Everything is shared. This is not a direct proprietary stake by BofA, it’s aggregated client/brokerage/subsidiary positions held in the ordinary course of business (passive). Down from ~5.8% in the prior filing.Blockspace @blockspaceBANK OF AMERICA REPORTS 4.1% OWNERSHIP STAKE IN $IREN00322.4K
- BANK OF AMERICA REPORTS 4.1% OWNERSHIP STAKE IN $IREN
Blockspace @blockspace$IREN SECURES $363 MILLION IN GPU-BACKED FINANCING0332459.5K - $IREN SECURES $363 MILLION IN GPU-BACKED FINANCING
Blockspace @blockspace$IREN HORIZON 2 ANALYSIS/DELAY “Microsoft’s own teams weren’t talking to each other and it just forced re-cabling across IREN’s Childress campus.” What happened: Microsoft requested a change to the network topology across the data halls. The problem wasn’t discovered during acceptance testing. It only showed up roughly a month after Horizon 1 was accepted and Microsoft started running real workloads.03509.2K - Morgan Stanley thinks $WULF is going to quadruple (+441%!) Are they right? Tune in now! also: ✅ $IREN $363m GPU financing deal ✅ $SKHY SK Hynix record profits: is the memory trade back on?03363.1K
- $IREN HORIZON 2 ANALYSIS/DELAY “Microsoft’s own teams weren’t talking to each other and it just forced re-cabling across IREN’s Childress campus.” What happened: Microsoft requested a change to the network topology across the data halls. The problem wasn’t discovered during acceptance testing. It only showed up roughly a month after Horizon 1 was accepted and Microsoft started running real workloads.10510826.3K
- $HIVE SECURES $129 MILLION IN FINANCING 🐝 Funding will support a $165 million NVIDIA GB200 GPU cluster for Cohere's three-year fixed $225 million contract, including compute, connectivity and storage.
10148018.7K - $GLXY IS A DATA CENTER COMPANY ⚡️ Galaxy closed up ~10% post-Q3 earnings while digital asset revenue cratered 71.6% YoY. The market doesn’t care as it’s pricing the data center pivot.12342.2K
- $GLXY $CRWV and other datacenter companies are up today. Were the doomers wrong? Tune in NOW! also: $META raises $25 billion in the biggest tech equity raise of all time0061.2K
- $SLNH +16% today 👀
Blockspace @blockspace$SLNH CEO John Belizaire on how the partnership with Applied Digital $APLD came to life: “A lot of this was triggered by the recent happenings in Texas with ERCOT and the fact that we had firm power with base load access.”53503.4K - $SLNH CEO John Belizaire on how the partnership with Applied Digital $APLD came to life: “A lot of this was triggered by the recent happenings in Texas with ERCOT and the fact that we had firm power with base load access.”11129110.8K
- $WULF CEO Paul Prager explains the difference between neoclouds and TeraWulf: “We are an energy infrastructure company. We have long-term predictable cash flows from quality credits, our customers are Anthropic and Google.”52115110.9K
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