Nebulizer

Nebulizer@SMASIMHO

🇬🇧$NBIS: East London 14MW online Q4 2026 Green Mountain announced today that a major Neocloud customer will occupy the recently delivered 14MW expansion at its LON-East campus. This is the final piece in $NBIS's 65MW UK expansion: Harlow, Newport, and now Romford. 🧵1/4 ht

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

Nebulizer@SMASIMHO

FYI this isn't net new megawatts for $NBIS! Just an official announcement following a soft launch in July. Good reminder of $NBIS's ever growing datacenter footprint in the EU. Expect to see a heavy skew to EU and Asia new builds from here on out. https://t.co/gi72bL6Uos

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

Nebulizer@SMASIMHO

Anyone else just realize what a ridiculously fitting name $NBIS CCO Tom <Blackwell> has? His name literally matches the chips he sells. How are you not bullish? 😂

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

Nebulizer@SMASIMHO

Why $NBIS Pennsylvania puts FUD to bed💤 1⃣ Site announcement strategy $NBIS goes public only when it has a high degree of confidence in execution. We've seen the same FUD at Vineland, at Independence. But the result this time is the same as always. The project moves forward.

tweeted Tue, Sep 1 · counted from Wed, Sep 2 close

Nebulizer@SMASIMHO

$NBIS Update: I just called Mr. Kessler's phone and his wife Bonnie picked up. She says he's still at the townhall. I think she thought I was anti-datacenter so she told me, "I don't know what to tell you honey, it's the way of the future." Sounds like a done deal to me... She

tweeted Mon, Aug 31 · counted from Tue, Sep 1 close

Nebulizer@SMASIMHO

Elon is not wrong. A big reason for capacity delays is not just bottlenecks. Everyone and their mothers wants to be a "Neocloud" these days. The problem is they lack experience building scale infrastructure. Good thing $NBIS is an AI Cloud. 1️⃣Knowing What To Plan For

tweeted Mon, Aug 31 · counted from Tue, Sep 1 close

Nebulizer@SMASIMHO

Looks like I’ll be stuck fighting $NBIS Vineland FUD for the rest of my life. Quite disappointed that Badawi is disseminating this swill. 1/ The generators at Vineland have been running for at least eight months since the first tranche was energized. This has been public

tweeted Fri, Aug 28 · counted from Mon, Aug 31 close

Nebulizer@SMASIMHO

Turns out $NBIS Vineland FUD WAS actually a Chinese psyop that weaponized low IQ NPCs. Imagine them tearing up watching Chinese short dramas about a billionaire heir who inherits 10GW, falls in love with a local activist, and gives it up to save the town. https://t.co/aFNXtwe0aB

tweeted Fri, Aug 28 · counted from Mon, Aug 31 close