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Cipher Digital $CIFR built a ~5.3 GW grid capacity portfolio🔋 The contracted HPC portfolio totals 700MW, with 2.1GW targeted for 2030+ across: - Apollo 900 MW - Barber Lake 500 MW - Milsing 500 MW - Stingray 200 MW

Lam Research $LRCX estimates ~$1B of serviceable available market for every 100K wafer starts of capacity added🤖 Lam previously aimed to expand its share of addressable WFE from the low 30% range to high 30% range.

Applied Digital $APLD Polaris Forge construction time improved from ~24 months to under 12 months for its second🤖🔨 Applied says they contracted ~2.1 GW of utility power over the past year.

TeraWulf $WULF is focusing on a path from ~0.8 GW of capacity in 2026 to 2.8 GW by 2030🔋 Current leased capacity and pipeline totals ~2.9 GW - 839MW contracted capacity - 800MW each at Chesapeake and Muskie - 162MW at LMD Expansion - 320MW at Lake Mariner Hawkeye

Iren $IREN is aiming for another 0.5 GW of capacity in 2027🔋 The expansion includes 250MW air cooled and 480MW gross liquid cooled capacity across: - Childress - Sweetwater 1 - Canal Flats

Iren $IREN has secured $6.4B of GPU financing🔋 - $3.6B investment grade GPU financing from Microsoft $MSFT - $2.8B for non investment grade financing customer deployments ($2.4B Blue Owl)

Nvidia $NVDA says a purpose trained model can outperform models 10-20x larger🤖🔋 Nvidia post trained Nemotron 3.5 Lightning until the small model outperformed NVIDIA’s much larger Nemotron 3 Ultra “by a large gap.”

SpaceX $SPCX reports massive demand for its AI compute, with nearly every major player seeking capacity🚀 Most hosting deals use ~6 month contracts, and GPU investments break even in under a year.

Here’s how the magnificent 7 finished the week🔴🟢🟢🟢🟢🟢🟢 Nvidia $NVDA -0.03%🔴 Amazon $AMZN +1.94%🟢 Apple $AAPL +1.75%🟢 Microsoft $MSFT +0.65%🟢 Tesla $TSLA +0.52%🟢 Meta $META +0.57%🟢 Google $GOOGL +1.77%🟢

Nvidia $NVDA says Grace Blackwell NVL72 shipments increased 27% MoM🔋🤖 Nvidia says the economics of its architectures are expanding alongside performance, based on the per GPU system framing Jensen used. → $18K for Hopper → $25K for Blackwell → $40K for Vera Rubin

Nvidia $NVDA CEO Jensen Huang has said: “ 2GW of AI Infrastructure in Australia represents $80B”

What AI stocks did to Leopold a few months ago

The magnificent 7 is off to a green start🟢🟢🟢🟢🟢🟢🟢 Nvidia $NVDA +1.10%🟢 Amazon $AMZN +1.59%🟢 Apple $AAPL +1.58%🟢 Microsoft $MSFT +0.69%🟢 Tesla $TSLA +0.37%🟢 Meta $META +1.57%🟢 Google $GOOGL +1.55%🟢

Raymond James has upgraded Rocket Lab $RKLB to Outperform with $80 price target🚀 The main driver was their strong backlog growth, they also believe the Neutron rocket has significant upside potential, This will be their super heavy lift, capable of deep space to compete

Citizens has raised their price target on $HOOD to $165 from $155🪶 They have cited Robinhood’s rapidly scaling chain can position them perfectly for tokenization

Marvell $MRVL says it is actively promoting Nvidia $NVDA NVLink Fusion as one of its three major paths into AI scale up networking🤖 Marvell is also investing in UALink and ESUN, allowing its switching, SerDes and optical technology to support any architecture.

Oracle $ORCL just reported earnings Revenue: $19.34B Vs $19.13B EST EPS: $1.92 Vs $1.74 EST

Adobe $ADBE just reported earnings Revenue: $6.76B Vs $6.70B EST EPS: $6.13 Vs $6.09EST

Oracle $ORCL reports earnings today after close The implied move is: 10.16% The expectations are: Revenue: $19.13B EPS: $1.67 Expect numbers at 4:05PM EST Here’s the Historical Earnings Data👇

Palantir $PLTR and Nvidia $NVDA announce a new sovereign supply chain collaboration🤖🔋 They are deploying an AI stack combining NVIDIA Nemotron models with Palantir AIP, Foundry and the Palantir Ontology.