David Orr on X
@SowingAlphaSeed So $AMZN probably has lots of sites to divert to compute if needed, no real permits even really required I bet...
Topic
data centers
Everything our editor has picked under this tag, best first.
AMRC 2026-08-23 Ameresco: A $1.5 Billion AI Power Backlog Changes The Story
Eudaemon Research Raging Capital Ventures on X
Nvidia is using its balance sheet to seed neocloud customers against hyperscalers, whose ASIC demand dominates AI infrastructure.
STX 2026-08-22 Seagate: Shares May Fall Aggressively If Gross Margins Won't Last
Cavenagh Research NBIS 2026-08-20 Nebius: The Market Is Arguing About The Wrong Number
The Quality Growth Investor ANET 2026-08-20 Arista Networks: Q2 2026 Justifies A Higher Price Target
The Curious Analyst CRWV 2026-08-19 CoreWeave: The Execution Story Is Flashing A Strong Signal (Rating Upgrade)
Future Stack Investment NET Power Inc
NET Power (NPWR) is a microcap pursuing behind-the-meter power projects for data centers.
Shitcos, Griftcos, and alignment versus enrichment at $IREN
IREN awarded each co-CEO roughly 9 million RSUs, about 2.5% of shares and $400 million, in exchange for no further equity grants until…
The $1.5 Trillion of Hidden Debt Fueling the AI Boom | Robin Wigglesworth of FT Alphaville
Hyperscalers’ off-balance-sheet lease and purchase obligations rose from roughly $1 trillion to $1.5 trillion, turning the AI buildout into…
catechwilliams on X
AI data-center vacancy rates are 2-3% as tenants scramble for compute capacity; a customer loss raises doubts that WYFI can replace it after NC-1 performance issues.
catechwilliams on X
The $WYFI data center which was formerly a food distribution center. https://t.co/t2cpUNZXqp
catechwilliams on X
$WYFI Retrofitted a food distro warehouse into a NC-1 DC. Lost anchor tenant ($20M rev), promising a new large customer since 10/27. CEO claiming “very very soon” for last 20 days. Increasingly evident will not happen. Sell-side & stock prices assume huge rev ramp. Burning cash.
BDC on X
$AMZN incremental AWS margins are 57% and operating cash flow grew +40% against a much harder comp. These types of numbers show that ROIC is there on the capex.
BDC on X
Microsoft’s results showed accelerating Azure growth, compute demand gains and operating cash flow growth above 30%, supporting the AI infrastructure trade despite lower reported capex from accounting changes.
BDC on X
Meta’s committed AI capex risks exceeding financeable demand as capital costs rise, forcing a pivot from excess capacity.
BDC on X
@FrostByte123456 Yes. $GOOGL needs to feed TWO capex intensive businesses: 1. Search (Gemeni) and 2. Cloud. $AMZN needs to only feed one, which is AWS.
BDC on X
@kermankohli GCP is baked into $GOOGL's price already. $META's cloud optionality is obviously not. You may prefer the known thing but its the unknown things that over much more asymmetry.
BDC on X
Alphabet faces a two-front AI capex burden, funding internal search competition and external cloud capacity without Meta’s excess-compute pivot.
BDC on X
Alphabet beat its stated KPIs, but a 6% stock decline signals investor resistance to hyperscaler AI capex without quantified cash returns.
BDC on X
@LogicalThesis Market might sell $AMZN some here. But the distinction that should be made is that a massive amount of $GOOGL's capex is funding internal compute needs. The majority of AMZN's capex is for external.
BDC on X
Ok so $GOOGL says: -capex materially higher -Q3 cloud margins lower due to 3P capacity used at higher cost -search revs to slow on tougher comp -ambiguous word salad wrt to capex ROIC -ATM not used yet (maybe that's a mistake?) -No buyback in the Q
Mike on X
They were! $WULF signed deal with Anthropic today https://t.co/82fVRUxJtN
Mike on X
TeraWulf could secure a data-center tenant by late June as Anthropic pursues leases, raising the prospect of AI infrastructure upside.
