Satya Nadella on Microsoft’s Fairwater data center, an AI superfactory.

at today's Microsoft Build 2026 keynote.

its vertically designed, two-story AI data center architecture.

Instead of spreading compute only across a flat floor, Microsoft can place racks in three dimensions, packing far more GPUs densely while preserving fast network access.

This helps the cluster behave more like one massive AI machine, with low latency and high bandwidth between GPUs.

The other major point is its cooling efficiency: its cooling loop is filled once and can operate with effectively zero ongoing water consumption, using roughly the annual daily-water equivalent of a single restaurant.

Among

->Tesla
->Unitree
->Boston Dynamics
->Figure AI

which company will be the first to turn humanoid robots into paid daily workers outside controlled demos?

The $800 billion capex number just doubled (Save this).

Six months ago, the 14 largest publicly traded data center operators had a combined FY2027 capex consensus sitting around $450 billion.

As of February 2026, that number has been revised to $800 billion, nearly doubled in a single consensus cycle, according to the Newmark report that just dropped.

That's the market finally catching up to what demand actually looks like.

And demand is legitimately staggering, Newmark's base case is that AI inference alone could require 250 gigawatts of capacity to serve mainstream adoption.

For reference, the entire US data center fleet was running at roughly 30 GW in 2025.

So the upside scenario isn't 2x or 3x but rather an order of magnitude. The report calls it aggressive but feasible and separately notes that AI training is expected to triple annually through 2030, none of which is included in that 250 GW figure.

Now here's who actually gets paid, Nebius is the cleanest expression of this trade.

It's a full stack AI cloud company, GPU clusters, cloud platform, developer tooling built almost entirely by former Yandex engineers who had to rebuild from scratch after Russia's assets were stripped out in a $5.4 billion separation deal in 2024.

The stock resumed trading on Nasdaq in October 2024 at around $20 per share and today it's trading near $279.

That's roughly a 14x move in under two years for anyone who was paying attention.

The fundamentals justify the move, and then some. Q1 2026 revenue came in at $399 million, 684% growth year over year, 75% quarter over quarter.

This is not a business hunting for customers but rather demand is outrunning capacity.

So Nebius raised the bar it was already clearing.

Capex guidance for 2026 was lifted to $20–25 billion, up from a prior range of $16–20 billion, they signed a $27 billion contract with Meta.

They raised over $6 billion of capital in a single quarter, pushing cash above $9 billion.

The power story makes it even more defensible.

Nebius now has contracted power capacity above 3.5 gigawatts, with a new Pennsylvania site adding 1.2 GW alone and power is the binding constraint in AI infrastructure right now, it's what's stopping everyone else from building faster.

Nebius has the power, they also have the GPU supply relationships and they have the contracts.

That combination is genuinely hard to replicate in any reasonable timeframe.

Milk Road Pro members already know this, NBIS was a featured position in our AI infrastructure coverage well before the Q1 print.

Members who sized it appropriately are sitting on massive gains.

Mustafa Suleyman, Microsoft AI: 7 new Microsoft Models, no end in sight when it comes to development, orders of magnitude in the next few years

$LASE Congrats BULLS! We Did it 💵💵💵💵💵💵

$FCEL Most traders see a beaten-down hydrogen stock.

I’m starting to see something very different.

The monthly chart is quietly building one of the most important setups in years.

What’s happening?

→ multi-year downtrend being challenged
→ volume exploding to levels not seen in years
→ OBV breaking out aggressively
→ TTM Squeeze turning positive
→ institutional accumulation becoming visible

The most important level sits near $28.

A monthly close above that area would completely change the long-term structure.

And here’s the interesting part:

The world is entering an era where AI infrastructure, data centers and power demand are exploding.

Everyone talks about chips.

Few talk about energy.

Even fewer talk about alternative energy infrastructure.

If this monthly breakout completes, FCEL could finally get the freedom it has been waiting for after years of compression.

The move hasn’t happened yet.

But the chart is starting to suggest that 2026 could be the year the market begins to look at FCEL very differently.

#FCEL #Hydrogen #AIInfrastructure #Energy #Power #Stocks #Investing

$ENPH Remember when nobody wanted to talk about energy?

Everyone wanted AI.

Nobody wanted the power layer behind AI.

Now look at the chart.

The weekly breakout I highlighted is no longer a setup.

It’s becoming a trend.

The market is finally starting to understand something:

AI without power is just a theory.

Data centers.
Grid modernization.
Distributed energy.
Intelligent power management.

Those themes are getting bigger every quarter.

The AI story isn’t ending.

It’s expanding.

And $ENPH is quietly becoming one of the biggest beneficiaries of that expansion.

As expected.

Microsoft introduces MAI-Thinking-1

It's a 1T@35B parameter model pre-trained on 30T tokens with a maximum context length of 256k tokens using 8192 GB200 GPUs.

Based on benchmarks it seems to be around GLM-5 level.

Microsoft also released a comprehensive 109 pages tech-report: microsoft.ai/wp-content/uploads/2026/06/main_20260602_2.pdf

Gold Is Back in the Reserve Stack🟡🏦

ECB data shows gold reached 27% of global official reserves at the end of 2025.

That puts gold above:

US Treasuries: 22%
Euro: 15%

But there’s an important nuance.

Most of the increase came from price appreciation, not just central bank buying.

At 2023 gold prices, gold’s share would still be 16% roughly equal to the euro, but below US Treasuries at 26%.

So the signal is not “gold replaced the dollar.”

The signal is stronger:

Central banks already held the asset.

Then the price did the work.

Gold is not just a reserve hedge anymore.

It is becoming a balance sheet force.

$OPEN may be one of the most misunderstood turnaround stories in the market.

Most investors still remember the collapse.

Very few are paying attention to what’s happening now.

The weekly chart is compressing directly beneath a major breakout level.

What stands out:

→ falling wedge nearing resolution
→ price holding above the 200-week MA
→ TTM Squeeze active
→ OBV stabilizing after the 2025 surge
→ volume remains elevated versus historical norms

And fundamentally?

The CEO recently purchased approximately $1M worth of shares in the open market.

The founder previously bought millions more.

Insiders are putting real money behind the turnaround thesis.

The market is still debating whether Opendoor is broken.

The chart is starting to suggest a different possibility:

What if the turnaround is already underway?

A breakout above the current wedge could quickly put the $10 area back on the radar.

The crowd usually arrives after the move.

#OPEN #RealEstate #Stocks #Investing #Turnaround

Claude Mythos release is right around the corner.

It's expected to be the most powerful AI model ever released.

I've spent 5+ hours researching Mythos - and here's EVERYTHING we currently know about this model

Out of the top 12 AI companies, only ONE is profitable ( $NVDA ).

$1.4T in total spend and only $613B in profit (total loss of ~$800B).

When do you think the bubble pops?

isaiprofitable.com

Anthropic team ( #trq212 ) reveals the exact prompt you need to use to keep track of Claude's work.

Inject this into Claude to keep a running log of everything ongoing with your AI agents

AI Data Centers Just Hit a $50B Run Rate🏗️⚡

US data center construction spending has reached a record $50B annualized.

Growth since 2022: 45% CAGR.

More compute needs more:

-Power
-Land
-Cooling
-Grid connections
-Transformers
-Gas turbines
-Backup generation

WATCH: #edzitron absolutely destroy the AI narrative by explaining these AI companies have no way to be profitable.

(My personal theory is Elon Musk is rushing to take SpaceX public because he plans merge with Dario's Anthropic as a way to destroy Sam Altman)

The U.S. semiconductor index $SOX doubling within 1 year has only happened 3 times in history.

The 1st was the 1995 PC boom.
The 2nd was the 2000 dot-com bubble.
The 3rd is the 2026 AI bubble.

In both 1995 & 2000, the vertical surge was the final warning before it collapsed.

#SOX/USD H2 #Indicator #Signal #Trading #GlobalOneAI

#WTI We're 1/2 way through the U.S. Oil upswing.
Don't worry, it'll all be over next week.

When people ask "Why the f*** is oil plummeting?" just reply "It's science." 😉

#WTI Everyone is going to tell you this week that oil is rising.

They'll conveniently leave out the fact that the technical indicators are warning us oil is about to collapse in two weeks the same way it did in July 2022. 🤫

China’s virtual reality shooting game turns shopping malls into a real life play zone Gun controllers with mounted smartphones for real-time overlays. Virtual enemies + effects overlay directly onto the real mall interior through the device camera feed.

Exquisitely crafted superman hand Wuji Hand2 at #ICRA2026