This volatility is indescribable...

$IREN (+0,43%)
$NBIS (-0,79%)
$APLD (+0,3%)
$CIFR (+0,74%)
$WULF (-0,33%)
$CLSK (-1,76%)
$HUT (-1,06%)
$BTDR (-1,16%)
$CORZ (-1,86%)
$KEEL (-2,84%)
$USCTF (-4,17%)

$NVDA (-0,28%)

Nvidia announced a new partnership model for Neoclouds (specialized GPU cloud providers): Nvidia acts as a financial backstop and commits to leasing back unused GPU capacity at a fixed price. In return, Nvidia receives a share of its partners’ cloud revenue in addition to hardware revenue.

• First partners: Firmus (170,000 GPUs in Indonesia) and Sharon AI (40,000 GB300 GPUs)
• Predecessors: similar deals with $CRWV (+3,36%) (6.3 billion $, 2025) and Lambda (1.5 billion $)

$NBIS (-0,79%)$USCTF (-4,17%)$CIFR (+0,74%)$WULF (-0,33%)$APLD (+0,3%)$KEEL (-2,84%)$CORZ (-1,86%)$HIVE (-0,69%)$BTDR (-1,16%)$CLSK (-1,76%)$MARA (-1,05%)$HUT (-1,06%)$RIOT (-1,32%)

$IREN (+0,43%) has so far not named as a participant—but has had a strategic partnership with Nvidia since May covering up to 5 GW of AI infrastructure, a $3.4 billion cloud contract , and Nvidia holds the right to purchase up to 2.1 billion IREN shares .

Adopting this model seems like a very logical step, since IREN will require extremely high investment costs (>$100 billion) to expand its entire pipeline.

In my view, this would be very positive in the short to medium term.

The biggest risk with $IREN (+0,43%) and other Neocloud providers is not demand, but rather the financing of their expansion plans, which run into the billions. A backstop from Nvidia would mitigate precisely this risk: Banks are much more willing to grant loans when the world’s largest chipmaker guarantees capacity utilization—this would provide significant security and more favorable, virtually lower-risk financing. However, the revenue share would directly impact the profit margin . In the long term, companies would thereby cede part of their overall potential to Nvidia—essentially trading long-term profitability for medium-term security.

Source: https://www.datacenterdynamics.com/en/news/nvidia-acts-as-backstop-for-customer-gpus-in-return-for-cut-of-cloud-revenue/

The next miner throws in the towel and has sold them all. $BTC (-1,01%) sold. $BTDR (-1,16%) is no longer a BTC owner. Won't be the last. I think if we fall below 50k $, there will be an avalanche.

Bitdeer Technologies pulls the ripcord. The crypto miner has sold its entire Bitcoin reserve. Even though many crypto miners are now shifting into the AI business, such a radical cut is still a first. Perhaps the company should soon change its name to "AiDeer Technologies"?

Just a few weeks ago, the situation looked very different. At the end of the year, Bitdeer had around 2,000 Bitcoins. At the end of January, it still had 1,530. Last week, the final step was taken: the company sold the remaining 943.1 Bitcoins and the entire weekly production of 189.8 units.

The reason for the radical sell-off is the massive need for capital. The Nasdaq-listed company is restructuring its business. Bitdeer is increasingly focusing on artificial intelligence and the expansion of new data centers. Just a few days ago, the company secured 325 million dollars via convertible bonds and a further 43.5 million dollars through a share placement.

Bucking the trend

With this strategy, Bitdeer is isolating itself within the mining industry. While most listed miners are hoarding their stocks, Bitdeer is taking the opposite approach. MARA Holdings currently holds around 53,250 Bitcoins in reserve, while Riot Platforms is sitting on around 18,000 units. Even compared to moderate sellers, a complete liquidation of holdings is extremely unusual.

The market environment for miners is tense anyway. Mining difficulty in the network recently rose by 14.7%, making production more expensive. At the same time, profit margins are falling: Bitdeer's gross margin fell to 4.7 percent in the fourth quarter, down from 7.4 percent in the previous year.

$BTDR (-1,16%)

All 13 analysts covering the stock still have a strong buy recommendation.

Ladies and gentlemen, let's discuss in the comments.

@BamBamInvest
@TomTurboInvest
@Klein-Anleger1
@All-in-or-nothing

@Multibagger

Bitdeer ( BTDR ) -22% - Shares slumped after the company announced plans for a $400 million private placement of convertible bonds due 2031. The initial purchasers have the option to acquire a further USD 60m. The proceeds will be used to expand data centers, develop ASIC-based mining rigs and grow the HPC and AI cloud business, as well as for call options and bond repurchases. Bitdeer also announced a registered direct offering of Class A shares to certain holders of its 5.25% convertible notes due 2029. The proceeds will be used to repurchase a portion of these notes.

BITDEER ACHIEVES RECORD HASHRATE AND DRIVES GLOBAL EXPANSION

Bitdeer surpassed the 40 EH/s mark for the first time in October 2025 and increased Bitcoin production to 511 units.

Bitdeer Technologies Group (NASDAQ: BTDR) published fresh figures on November 10, 2025. The company reported a significant increase in its mining capacity in October 2025. At 41.2 EH/s, it reached its target of 40 EH/s for the first time and further expanded its leading position as a global provider of Bitcoin mining and AI cloud services.

A total of 511 bitcoins were mined, an increase of 13% compared to the previous month. The increase is due to the continued use of the company's own SEALMINER systems, while older third-party devices are gradually being phased out. At the same time, the development of the new SEAL04 chips is progressing, which have an impressive energy efficiency of 6-7 J/TH and are set to go into series production from the first quarter of 2026.

Progress in AI cloud and high-performance computing

Bitdeer also recorded strong growth in the AI sector. The company reported an annual recurring revenue (ARR) of USD 8 million for its AI cloud services based on NVIDIA hardware. Of 584 GPUs installed, 87% were in active use. New NVL72 systems are currently being installed in Malaysian data centers and are expected to go live in early December 2025. In addition, Bitdeer has placed orders for NVIDIA's upcoming GB300 and B300 systems. The expansion of data centers in the USA, including in Wenatchee (Washington) and Knoxville (Tennessee), aims to make the AI cloud available on the US market by 2026.

From Ethiopia to Norway: Global infrastructure offensive

Bitdeer is continuing its global expansion strategy at full speed. In Tydal (Norway), the expansion of a 175 MW hydro-cooling site has been completed. In Ethiopia, a 50 MW project is largely in operation, while in Massillon (Ohio) 21 MW are due to be connected to the grid in November 2025. Bitdeer currently manages a total hashrate of 55.5 EH/s across 254,000 mining rigs, 166,000 of which are owned by Bitdeer. Parallel construction and planning projects with a total capacity of almost 3 GW are underway in the USA, Norway, Bhutan, Canada and Ethiopia.

Outlook: Technology and expansion as growth drivers

Bitdeer's Chief Officer Matt Kong highlighted the progress made in energy efficiency and infrastructure and believes the company is well positioned to benefit from the boom in high-performance computing and AI cloud. With a strong pipeline portfolio, new chip generations and a growing international footprint, Bitdeer aims to further expand its market leadership in the combination of Bitcoin mining and AI cloud.

BTDR shares fell by 19.7% in trading following the announcement of the figures. All 13 analysts covering the stock still have a strong buy recommendation.

https://mobile.aktien-mag.de/nachrichten/hot-news/bitdeer-erreicht-rekord-hashrate-und-treibt-globale-expansion-voran/id-158601

$IREN (+0,43%)
$CIFR (+0,74%)
$NBIS (-0,79%)

Maybe one or the other exciting value for you?

I am in $IREN (+0,43%) , $CIFR (+0,74%) but $NBIS (-0,79%) I also find it exciting in the long term. 👌

$ORCL (+4,81%) Oracle

$CRWV (+3,36%) CoreWeave

$NBIS (-0,79%) Nebius

$IREN (+0,43%) Irish

$GLXY (-2,47%) Galaxy Digital

$APLD (+0,3%) Applied Digital

$RIOT (-1,32%) Riot Platforms

$CIFR (+0,74%) Cipher Mining

$MARA (-1,05%) Mara

$GDS (-1,75%) GDS

$CORZ (-1,86%) Core Scientific

$CLSK (-1,76%) CleanSpark

$WULF (-0,33%) TeraWulf

$BTBT (-1,37%) Bit Digital

$HUT (-1,06%) Hat 8

$BTDR (-1,16%) Bitdeer

$BITF (-2,84%) Bitfarms

$VNET (-3,54%) VNET

$HIVE (-0,69%) Hive Digital

$WYFI (-0,48%) WhiteFiber

$DGX (-4,03%) Digi Power X

$SLNH Soluna

$MIGI Mawson Infrastructure

$META (+3,91%)

Hello folks,

AI is not just a pipe dream, AI is a reality.

And the DeepSeek narrative from a year ago has also disappeared.

I hope you are well invested in the shovel manufacturers who are building the infrastructure for the big 7. And supply them with electricity.

Meta secures nuclear power for data centers

$CEG (-0,42%)
$VST (-0,39%)

https://www.tagesschau.de/wirtschaft/energie/meta-atomstrom-100.html

$TLNE

Talen Energy - Power producer signs long-term contract with Amazon Web Services.

https://aktienmagazin.de/blog/analystenempfehlungen/talen-energy-stromproduzent-schliest-langfristigen-vertrag-mit-amazon--152080.html

$EQT (-0,74%)

EQT becomes energy supplier of the next AI era - Pennsylvania relies on gas instead of wind or solar.

$GEV (-1,3%)

GE Vernova is supplying seven @Simpson Homer City with seven high-performance turbines, while Kiewit Power is responsible for construction. This infrastructure lays the foundation for Pennsylvania to serve as a reliable supply location for hyperscalers and AI providers.

https://aktienmagazin.de/nachrichten/hot-news/eqt-wird-energielieferant-der-nachsten-ki-ara-pennsylvania-setzt-auf-g-149150.html

HOCHTIEF subsidiary builds mega data center for Meta in the USA

$HOT (-0,65%)

https://www.hochtief.de/aktuelles-medien/pressemitteilungen/pressemitteilung/hochtief-tochter-baut-in-den-usa-mega-rechenzentrum-fuer-meta

data centers

$NVDA (-0,28%)

NVIDIA Corp ('US67066G1040')

A dominant player: Hardly any AI data center runs without Nvidia

$TLNE

Talen Energy Corp ('US87422Q1094')

Talen Energy - Power producer signs long-term contract with Amazon Web Services.

$APLD (+0,3%)

Applied Digital Corp ('US0381692070')

Applied Digital: AI data centers as growth driver

$LITE (-3,02%)

Lumentum Holdings Inc ('US55024U1097')

Lumentum Holdings is a beneficiary of demand for data center infrastructure

$BTDR (-1,16%)

Bitdeer Technologies Group ('KYG114481008')

Bitdeer grows rapidly: hashrate doubled, but losses still rise significantly

$ALAB (-3,54%)

Astera Labs Inc ('US04626A1034')

Astera Labs goes from insider tip to profit rocket! The AI connectivity star conquers billion-dollar markets!

$IFX (-2,65%)

Infineon Technologies AG ('DE0006231004')

Infineon convinces with green technology in a difficult environment

$TTR1 (+0,96%)

technotrans SE ('DE000A0XYGA7')

Technotrans: Ice cold back on the road to success

$HOT (-0,65%)

Hochtief AG ('DE0006070006')

Hochtief - Infrastructure investments worth billions are growth drivers.

$FLEX (-4,47%)

Flex Ltd ('SG9999000020')

Flex: Contract manufacturer with power - Data center boom drives share to new heights.

$ORCL (+4,81%)

Oracle Corp ('US68389X1054')

DEPOT BRIEFING: Meta Platforms (META;i) to build giga data center. Investments in AI infrastructure remain high.

$PRIM (-0,64%)

Primoris Services Corp ('US74164F1030')

DEPOT BRIEFING: Meta Platforms (META;i) to build giga data center. Investments in AI infrastructure remain high.

$VST (-0,39%)

Vistra Energy Corp ('US92840M1027')

DEPOT BRIEFING: Meta Platforms (META;i) to build giga data center. Investments in AI infrastructure remain high.

$EQT (-0,74%)

EQT Corp ('US26884L1098')

EQT becomes energy provider of the next AI era - Pennsylvania turns to gas instead of wind or solar

$AMZN (+5,3%)

Amazon.com Inc ('US0231351067')

Strategy on multiple fronts! Amazon cools GPUs, invests in Anthropic and fills shopping carts during Prime Days!

$STX (-6,38%)

Seagate Technology Holdings PLC ('IE00BKVD2N49')

Seagate - Irish to significantly improve margins and sales again in H2 with new technology.

$ECL (+0,64%)

Ecolab Inc ('US2788651006')

With 3D TRASAR Technology against water waste: How Ecolab is making data centers smarter.

$AAOI (-0,27%)

Applied Optoelectronics Inc ('US03823U1025')

Applied Optoelectronics reports production milestone and growth in the data center sector

$IESC (+0,26%)

Data centers as growth engine: IES Holdings continues to grow strongly and shines with increasing margins!

$VRT (+0,98%)

WHERE KI CALCULATES, VERTIV COOLS: LIQUID COOLING SYSTEMS FUEL RECORD RESULTS AND A FORECAST INCREASE FOR 2025!

$EME (-1,05%)

ENERGY INFRASTRUCTURE PROVIDER EMCOR BENEFITS FROM US INFRASTRUCTURE PROGRAM AND DATA CENTER MAINTENANCE

$FIX (-2,36%)

COMFORT SYSTEMS BENEFITS FROM THE CONSTRUCTION OF NEW DATA CENTERS AND CHIP FACTORIES - EARNINGS RECORD IN THE SEASONALLY WEAKEST PERIOD!

In a small town in Louisiana, Mark Zuckerberg is having the largest artificial intelligence data center ever built for Meta on agricultural land. It is the size of 70 soccer pitches and cost 10 billion dollars.

Rayville is a town in north-eastern Louisiana in the USA that is experiencing a declining population. In the 2020 census, the population was 3347, down almost 21 percent from 4234 in 2000.

However, this is now likely to change. The state regulatory authorities approved a controversial plan to supply power to the largest artificial intelligence data center to date, which is being built by technology company Meta. This clears the way for the construction of three gas-fired power plants. This was reported by the portal "Nola".

The project is being built on a former agricultural area of around 70 soccer pitches. It is expected to cost around 10 billion dollars (approx. 8.6 billion euros). Meta CEO Mark Zuckerberg has announced plans to further expand the area so that it would be comparable to the size of Manhattan. The company is plunging headlong into the high-risk race for supremacy in the emerging AI sector.

"We chose Louisiana as the location for our largest data center to date for a variety of reasons, including excellent infrastructure connectivity, a strong labor base and a reliable power grid," said a Meta spokeswoman.

Criticism of Meta plans

However, the project in Richland Parish has met with criticism due to its enormous energy requirements, among other things. Davante Lewis was the only person to vote against the plan. He said the agreement leaves fundamental questions unanswered that are "too bitter to swallow", "Nola" quotes him as saying.

https://www.focus.de/finanzen/in-ort-mit-3347-einwohnern-entsteht-fuer-10-milliarden-dollar-groesstes-ki-rechenzentrum_e9ff4911-4348-48b8-9903-9038e11fcefa.html

$BTC (-1,01%)
$ETH (-2,08%)

For those who are interested:

https://bitcointreasuries.net/

Entities holding >100 ETH in their treasury:

https://strategicethreserve.xyz/

$BMNR (-1,98%)
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$SWC
$3350 (+2,47%)
$CLSK (-1,76%)
COIN (-2,53%)
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$BTBT (-1,37%)
$ETHM
$CORZ (-1,86%)
$BTDR (-1,16%)
$GLXY (-2,47%)
$CIFR (+0,74%)
$IREN (+0,43%)
$DJT (+1,26%)

$IREN (+0,43%)

A large part of the investment thesis of $IREN (+0,43%) is linked to the company's ambitious expansion into the fast-growing AI/HPC sector.

While $IREN (+0,43%) Bitcoin mining yields remain exceptional, performance in this segment is heavily influenced by factors outside of the company's control - namely price, network difficulty and ASIC prices. $BTC (-1,01%) -price, network difficulty and ASIC prices.

Today's demand for AI computing power is only a fraction of what will be needed.

The reasons are:

- AI switches from text to real-time video, 3D and full scene understanding

- AI co-pilots integrated into every productivity and development tool

- Autonomous robots, vehicles and smart factories

- AI-generated content on a large scale: ads, movies, virtual worlds

- Constant retraining of boundary models, 100 times more computationally intensive

Access to AI computing power and related infrastructure will be critical for major tech companies to defend and grow their multi-billion dollar valuations. These players are outbidding each other, not only to secure capacity, but also to prevent others from obtaining it. Whoever controls the most computing power capacity and supporting infrastructure will gain a massive advantage over the other.

We have already seen this in the race for $NVDA (-0,28%) chips, the biggest bottleneck in the AI value chain today. But this bottleneck is shifting as computing capacity becomes increasingly constrained by access to AI-optimized energy infrastructure.

And here, in my opinion $IREN (+0,43%) that has more than 3 GW of AI-optimized infrastructure will benefit. It takes time to build, contracts for infrastructure and power connection contracts are becoming more difficult, and the land and locations required are becoming more expensive, $IREN (+0,43%) has recognized this early on.

Increase in hash rate since 2023:

$IREN (+0,43%) available today with $IREN (+0,43%) AI Cloud has $NVDA (-0,28%) H100 and H200 GPU clusters.

These clusters are powered 100% by renewable energy.

$MARA (-1,05%)
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$BTC (-1,01%)
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$RIOT (-1,32%)
$CRWV (+3,36%)
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$AMZN (+5,3%)
$GOOGL (+4,24%)
$NVDA (-0,28%)
$MSFT (+4,79%)
$WULF (-0,33%)
$CIFR (+0,74%)
$CORZ (-1,86%)
$BTDR (-1,16%)

$IREN (+0,43%)
$HUT
$HUT (-1,06%)
$CLSK (-1,76%)
$CORZ (-1,86%)
$BITF (-2,84%)
$HIVE (-0,69%)
$WULF (-0,33%)
$RIOT (-1,32%)
$MARA (-1,05%)
$BTDR (-1,16%)
$BTC (-1,01%)

$IREN (+0,43%) 🚀

Revenue growth in AI cloud services could be a harbinger of much larger AI data center deals.

$IREN (+0,43%) is fast becoming a force to be reckoned with in the data center industry. There are only a handful of developers with > 1 GW of secured power - let alone close to 3 GW!

Very exciting company and KBV Friday ≤ 1

Earnings next week | all eyes on $NVDA (-0,28%) 👀

$NVDA (-0,28%)

$SNOW (+6,5%)

$WMT (+0,91%)

$PANW (+1,32%)

$NIO (-1,71%)

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$TGT (+3,35%)

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