HPC Daily
Weekly recap on neo-clouds and bitcoin miners converting halls to HPC: GPU clouds, hosting campuses, permitting, financing, and SEC filings. No colo REITs, landlords, or equipment vendors. Factual. Concise. Editorially skeptical. No price targets, no hype, no buy/sell language.
A Saturday recap, plus weekday notes when the tape moves.
Coverage
CRWV · NBIS · HIVE · IREN · HUT · CORZ · APLD · BTBT · WULF · CIFR · RIOT · MARA · CLSK · KEEL · BTDR · SHAZ · GLXY