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$NVIDIA (NVDA.US)$
Arkady Volozh, CEO of Nebius $NBIS, spoke at DLD 25 held in Munich, Europe, revealing the company's plan to build a 1GW (gigawatt) scale data center by 2026. This significantly exceeds the initial guidance (100MW in 2025, around 240MW in the mid-term) and can be seen as a significant upward revision in the AI infrastructure market.
'By next year, we are prepared to enhance to the level of several hundred megawatts, and by 2026, we are ready to build infrastructure reaching 1GW. With sufficient demand, we can further increase capacity.'
The CEO emphasized that in addition to additional funding of over $0.7 billion from Nvidia $NVDA and VC giant Accel, a "several billion dollar scale" of self-funding background was revealed, demonstrating an aggressive expansion route.
Originally, the construction and operation of 1GW class require huge CAPEX (Capital Expenditure) and advanced engineering. Especially for new cloud operators, the major players (AWS, Azure, etc...
Arkady Volozh, CEO of Nebius $NBIS, spoke at DLD 25 held in Munich, Europe, revealing the company's plan to build a 1GW (gigawatt) scale data center by 2026. This significantly exceeds the initial guidance (100MW in 2025, around 240MW in the mid-term) and can be seen as a significant upward revision in the AI infrastructure market.
'By next year, we are prepared to enhance to the level of several hundred megawatts, and by 2026, we are ready to build infrastructure reaching 1GW. With sufficient demand, we can further increase capacity.'
The CEO emphasized that in addition to additional funding of over $0.7 billion from Nvidia $NVDA and VC giant Accel, a "several billion dollar scale" of self-funding background was revealed, demonstrating an aggressive expansion route.
Originally, the construction and operation of 1GW class require huge CAPEX (Capital Expenditure) and advanced engineering. Especially for new cloud operators, the major players (AWS, Azure, etc...
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$TeraWulf (WULF.US)$
Michael C. Bessera directly purchased common Stocks of TeraWulf. The purchase of Stocks by company-related individuals (especially Company Executives and insiders) is often interpreted by investors as a "confidence in the company's growth," which could potentially drive up the stock price.
The fact that this purchase was made at the market price ($4.17) can also be seen as insiders evaluating the company's value at a fair price, which may be positively received.
Looking forward to next week; for now, let's pray.![]()
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Michael C. Bessera directly purchased common Stocks of TeraWulf. The purchase of Stocks by company-related individuals (especially Company Executives and insiders) is often interpreted by investors as a "confidence in the company's growth," which could potentially drive up the stock price.
The fact that this purchase was made at the market price ($4.17) can also be seen as insiders evaluating the company's value at a fair price, which may be positively received.
Looking forward to next week; for now, let's pray.
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$SEALSQ Corp (LAES.US)$ I am 7.8, you know...
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$SEALSQ Corp (LAES.US)$
The contract with the Swiss military is probably already known to investors around the world, but it's concerning that there has been no special news bulletin and the announcement is only on Carlos's X. Is there going to be an official announcement at Davos? How about a contract with the American military?
The contract with the Swiss military is probably already known to investors around the world, but it's concerning that there has been no special news bulletin and the announcement is only on Carlos's X. Is there going to be an official announcement at Davos? How about a contract with the American military?
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Turning point in the market environment indicated by the FRB's interest rate cut policy.
Multiple rate cuts suggested by Waller could be realized against the backdrop of favorable inflation data. Especially the latest Consumer Price Index (CPI) data suggests that the pressure of price increase is easing. According to Waller's statement, if the inflation rate continues to maintain the current deflationary trend, there is a possibility of lowering the policy interest rates as quickly as in the first half of the year. As a result, the yield on 2-year US Treasury bonds could drop to 4.25%, and predictions of a rate cut of 40 basis points are strengthening in the market.
These policy trends indicate the potential re-emergence of a low-interest rate environment across the entire economy. However, as warned by the FRB, the implementation of rate cuts will depend on future economic indicators, with the direction of the labor market being crucial as a determining factor. In particular, whether robust employment growth and low unemployment rates are maintained is believed to significantly impact the effectiveness of monetary easing.
Trends in Bitcoin and the digital asset market
Following the announcement of the CPI, bullish sentiment towards Bitcoin has increased, briefly surpassing the $0.1 million level...
Multiple rate cuts suggested by Waller could be realized against the backdrop of favorable inflation data. Especially the latest Consumer Price Index (CPI) data suggests that the pressure of price increase is easing. According to Waller's statement, if the inflation rate continues to maintain the current deflationary trend, there is a possibility of lowering the policy interest rates as quickly as in the first half of the year. As a result, the yield on 2-year US Treasury bonds could drop to 4.25%, and predictions of a rate cut of 40 basis points are strengthening in the market.
These policy trends indicate the potential re-emergence of a low-interest rate environment across the entire economy. However, as warned by the FRB, the implementation of rate cuts will depend on future economic indicators, with the direction of the labor market being crucial as a determining factor. In particular, whether robust employment growth and low unemployment rates are maintained is believed to significantly impact the effectiveness of monetary easing.
Trends in Bitcoin and the digital asset market
Following the announcement of the CPI, bullish sentiment towards Bitcoin has increased, briefly surpassing the $0.1 million level...
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$SEALSQ Corp (LAES.US)$
$Rigetti Computing (RGTI.US)$
I've received a lot of energy today, so I'll unleash my energy ball!![]()
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It's a rising wedge on the 1-hour chart, so it may be turbulent but it will eventually skyrocket, so don't make quick judgments.![]()
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$Rigetti Computing (RGTI.US)$
I've received a lot of energy today, so I'll unleash my energy ball!
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$SEALSQ Corp (LAES.US)$
I placed a stop-limit order at 4.44 and when I woke up, all my stocks had turned into cash. It's fine since it's a floating profit of over 0.1 million yen...😭
I placed a stop-limit order at 4.44 and when I woke up, all my stocks had turned into cash. It's fine since it's a floating profit of over 0.1 million yen...😭
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$SEALSQ Corp (LAES.US)$
The purchase unit price of 5.89 is becoming visible.
If it's like this, I think I should have averaged down more.
When it actually reaches 3 dollars
When it reaches 2 dollars or 1 dollar each
I was scared after reading the message.
Let's just be happy that it went up for now.
Oh, the purchase price for NISA was 6.67.
That's something that should be left as it is.
When it reaches $100.
That crash at that time was tough, right?
I just want to laugh and drink.
The purchase unit price of 5.89 is becoming visible.
If it's like this, I think I should have averaged down more.
When it actually reaches 3 dollars
When it reaches 2 dollars or 1 dollar each
I was scared after reading the message.
Let's just be happy that it went up for now.
Oh, the purchase price for NISA was 6.67.
That's something that should be left as it is.
When it reaches $100.
That crash at that time was tough, right?
I just want to laugh and drink.
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$Rigetti Computing (RGTI.US)$
It is foolish to enter a sell based on the characteristics of the Bollinger Bands. It is the most understandable technical analysis when a trend emerges.
It's Masa's course.
It is foolish to enter a sell based on the characteristics of the Bollinger Bands. It is the most understandable technical analysis when a trend emerges.
It's Masa's course.
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$D-Wave Quantum (QBTS.US)$
Buy at 1.45 and sell at 1.6, that's all you need.
Buy at 1.45 and sell at 1.6, that's all you need.
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