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Or…maybe the fact that a number of Bitcoin miners-turned-AI-data-center companies have announced massive new powered sites “out of the blue” means that access to permitted power isn’t such a constraint anymore. $IREN $CIFR $WULF

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$IREN just announced a new 1.6 GW site like it was nothing I don’t think people understand the scale of that A few months ago, the stock would’ve been up 20% on this news alone Now it’s down 24% in the post-market Crazy how fast the market can change what it likes https://t.co/XrlhCIEiJp

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