Alasdair Mann@itsalasdairmann

$NBIS sandbagging is CRIMINAL Chief Infrastructure Officer: "We still expect to deliver 800MW - 1 GW connected power by end of year" They reaffirmed ARR guidance at $7-9B ARR This implies <$10m/MW That's below their initial 2026 minimum base of >12m/MW And half of their Q3

tweeted Wed, Aug 12 · counted from Thu, Aug 13 close