INTEL: Anthropic signs $28 billion data center lease with Riot Platforms $RIOT
Updates
• Hut 8 also offloads bitcoin reserves to fund business operations
• Riot sold 20,264 BTC in first three quarters, holding 2,418
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Riot sold 20,264 BTC for about $1.5 billion between January and September to fund its pivot to AI data centers
Updates
• Hut 8 also offloads bitcoin reserves to fund business operations
• Riot sold 20,264 BTC in first three quarters, holding 2,418
Twitter | News | Full Story
INTEL: Keel Infrastructure $KEEL(formerly Bitfarms) sells nearly its entire bitcoin treasury and plans to dump all newly mined BTC daily
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The miner sold 2,520 BTC for $192 million in Q3 as it pivots to AI data center infrastructure
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INTEL: IREN and Nebius crash 20% as Microsoft tightens oversight of neocloud data center projects | Per Bloomberg
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Microsoft is dropping projects it sees as risky and debating internally whether to sign new cloud deals. A wiring problem at IREN's Texas site could delay completion by weeks or months
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INTEL: $17B hedge fund Walleye Capital appears to be caught in the AI tech sell-off, and the mysterious seller looking to dump $500M in data center loans may have just been exposed.
Following its worst month since March 2020, Walleye has announced a major restructuring of its equity business, parting ways with its leadership and a substantial portion of its portfolio managers.
The firm also plans to return a portion of its investors’ capital.
Now, speculation is mounting that Walleye could be behind the mysterious $500M data center loan sale, potentially dumping assets as it retreats amid mounting pressure.
If confirmed, this would be another major warning sign that the AI trade’s pain may be spreading beyond public equities and into private credit.
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Following its worst month since March 2020, Walleye has announced a major restructuring of its equity business, parting ways with its leadership and a substantial portion of its portfolio managers.
The firm also plans to return a portion of its investors’ capital.
Now, speculation is mounting that Walleye could be behind the mysterious $500M data center loan sale, potentially dumping assets as it retreats amid mounting pressure.
If confirmed, this would be another major warning sign that the AI trade’s pain may be spreading beyond public equities and into private credit.
Twitter | News
INTEL: 🚨 $3 TRILLION VANISHED FROM US STOCKS IN ONE SESSION
AI and chip stocks cratered the day after the midterms.
- Nasdaq 100: -6.3%
- S&P 500: -4.3%
AI giants:
- $NVDA -9.0%
- $MSFT -3.5%
- $GOOGL -2.3%
Data centers got hit hardest:
- $IREN -16.0%
- $NBIS -15.1%
- $CIFR -14.6%
The best post-midterm rally in 44 years lasted exactly one day.
Crypto followed:
- $BTC: -6.4% at the low
- $ETH: -7.9% at the low
The trigger:
Democrats now hold Congress, and Rep. Yassamin Ansari says day 1 should bring a pause on advanced AI, tight regulation and a ban on superintelligence. Add Sanders' push for a national data center moratorium, and Wall Street is pricing an AI buildout slowdown.
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AI and chip stocks cratered the day after the midterms.
- Nasdaq 100: -6.3%
- S&P 500: -4.3%
AI giants:
- $NVDA -9.0%
- $MSFT -3.5%
- $GOOGL -2.3%
Data centers got hit hardest:
- $IREN -16.0%
- $NBIS -15.1%
- $CIFR -14.6%
The best post-midterm rally in 44 years lasted exactly one day.
Crypto followed:
- $BTC: -6.4% at the low
- $ETH: -7.9% at the low
The trigger:
Democrats now hold Congress, and Rep. Yassamin Ansari says day 1 should bring a pause on advanced AI, tight regulation and a ban on superintelligence. Add Sanders' push for a national data center moratorium, and Wall Street is pricing an AI buildout slowdown.
Twitter | News