Modular is having a moment! Our portco @Aravolta_X25 just deployed its AI-native DCIM at @Flexnode—proving what next-gen data center ops should look like: deployed in days, not months, with real-time visibility, smart failure detection, and full alerting for liquid cooled assets. @CrucibleCap

where can I see mnav to nav and daily new listings for DATs on every global stock exchange in one place. asking for a friend, who wants to watch the long tail of mnavs implode together

beyond cool — @GEVernova is repurposing jet engines (run in reverse!) as power turbines to generate low-carbon energy for AI compute. 29 of them are going to @CrusoeEnergy to supply nearly 1 GW of electricity to Crusoe’s AI data centers.

Spoke at the @TheTieIO event in North Fork today on crypto’s evolving exit landscape—tokens, IPOs, treasuries, and the growing appetite for public market exposure. Feels like we’re finally getting real liquidity in the asset class.

Meta’s new “tent” data centers ⛺️ have no diesel backup, just prefab modules and lightweight structures to get AI compute online fast. They will need workload management to maximize the utilization of every watt of power, esp on hot days. [insert @CrucibleCap portcos here!]

@CrucibleCap LP Day 🤩

and it begins… consumers already seeing energy bills rise faster than the rate of inflation. When they figure out data centers = higher energy bills, we’ll see pitchforks

new @CrucibleCap merch dropped just in time for Cannes 🔥 @Melt_Dem @kellyjgreer

spending my sunday admiring this beautiful map of U.S. data center infra

“it’s me, hi, I’m the problem it’s me”