
David Clark
@David2Bxact
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FROSTBYTES co-founder | Building advanced liquid cooling for data centers. Reduced power demand, greater compute density and reusing waste heat. Consensys alum
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Joined September 2008
A good illustration of modern Britain. Masked man removes artistic dissent against a Tyrannical State, under the guard of Foreign State Security. https://t.co/Ley9jAIYUW
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Epic fail for Ethereum not having people at All In As cringe as it can be they have mega reach with people who have incredibly large bags. Nice win for Solana h/t
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Now can we admit it? The Fed is woefully ill-equipped to set monetary policy in an economy as dynamic and complicated as the US in 2025. Add in their reliance on useless and wrong data and it’s a recipe for disaster.
Realizing that 51% of the jobs reported during the last year of the Biden administration never actually existed… https://t.co/dkf6z23KPK
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They’re not hiding it anymore. They’re just rebranding it. As journalist Whitney Webb and others are now exposing, the ghost of eugenics never left—it just got a PR team. What we’re witnessing is a terrifying modern merger of Silicon Valley transhumanism and Big Pharma, all
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Tom Lee: $ETH is about to have a MASSIVE 4th quarter 🚨 "The fed has been on pause for 9 months, that pause has only happened 2 other times in history. Equities do really well and crypto is beta to equities, so I think it will be a very strong 4th quarter. Small caps should also
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Never retreat. Never surrender. Do not forgive. Do not forget.
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Middle East Data Center Market Size to Surpass USD 17861.1 Million by 2033
vocal.media
The Middle East data center market size reached USD 5,355.6 Million in 2024. Looking forward, IMARC Group expects the market to reach USD 17,861.1 Million by 2033, exhibiting a growth rate (CAGR) of...
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Nvidia $NVDA CEO Jensen Huang: “Blackwell Ultra GB300 has now entered full-scale production, with output ramping up successfully."
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US general office construction is on pace to be overtaken by new data centers in coming months, per Bloomberg:
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BNP says latest estimates on capex requirement from AI datacenter is $40 M per MW or $4 per watt! >2x a traditional data center. Sees annual opex at ~10% of gross capex with electricity being ~40-50% of that so annual electricity cost implied at ~$2BN.
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US DATACENTER POWER DEMAND WILL DOUBLE BY 2028 — per S&P Global Market Intelligence. Utility power demand from datacenters is forecast to hit 58 GW in 2025, up 23% from 2024, and nearly 95 GW by 2028. By 2030, demand could reach over 117 GW, a 147% jump from last year.
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Grok Colossus 2 is now real. The largest AI supercomputer cluster ever built over 1 million GPUs, 200 exaFLOPs. Not a science fiction mainframe. A datacenter. Running. Right now. Think about what it means: You can train frontier-scale models without limits. Multimodal.
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U.S. DATACENTER POWER DEMAND SET TO DOUBLE BY 2028 Bullish for next-gen nuclear & grid plays: • $CCJ uranium supply • $CEG carbon-free baseload • $VRT power & cooling • $EOSE long-duration storage • $OKLO micro-nuclear at the edge • $NNE renewable grid buildout
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Energy is the big bottle neck for AI. In both physical and software AI, it’s not just that the ingredients need to change but the entire recipe does as well: 1) we need infinite and marginally costless energy. This will mean an ensemble of energy sources working together that
An interesting comment from a Former $META employee. ENERGY is the biggest bottleneck right now. Even if $META wants to spend $100-$150B on CapEx for AI infrastructure, they can't. It is not just $NVDA. Transformers, power equipment, cooling equipment, and the availability of
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Ethereum. Fun fact: I met @VitalikButerin in 2013 at the San Jose Bitcoin conference when he was writing for Bitcoin Magazine (his writing was great). A few months later I invited him to come by Coinbase's first office in San Francisco for a visit and he showed us some cool
@brian_armstrong Say Ethereum, Brian
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At $123,000 Bitcoin will surpass Amazon in market cap 🐂 Soon 🚀
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