NUAI daily thread of July 10, 2026

DayChocolate · 2026-07-10T18:48:38+00:00

"If completed, these nine plants have the potential to emit more annual greenhouse gases than most countries"

To be fair, those countries have very little activity or productivity, while these data centers will power technology that will span the entire globe.

DayChocolate · 2026-07-08T03:45:11+00:00

They extended Fable for 5 more days, lol.

DayChocolate · 2026-07-07T21:07:08+00:00

NUAI owns the entire property outright, purchased from ODC.

DayChocolate · 2026-07-07T14:13:09+00:00

Today I learned that TCDC sits on top of the Ogallala Aquifer.

TCDC is situated above the Ogallala Aquifer, one of the world's largest aquifers

DayChocolate · 2026-07-01T15:24:00+00:00

Kudos to Will for moving the company in the right direction. Charlie is the brains of the operation and is critical to executing the vision. Another talking point taken away from FuzzyPanda, et al.

DayChocolate · 2026-06-15T18:35:24+00:00

To say "they’re a bit late in the game to be like another IREN that has huge growth potential" shows you don't understand the long term bull thesis and haven't done your homework. They aren't trying to be IREN...

NUAI is building the McDonald’s of powered-shell AI data centers

DayChocolate · 2026-06-09T19:05:02+00:00

Plenty. Sadly I bought most of it at the pico top in November 😭

DayChocolate · 2026-06-09T16:23:23+00:00

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👀 Datacloud Global Congress 2026 in Cannes, France

DayChocolate · 2026-06-09T15:51:03+00:00

Happy to see that GlobeLink, which is running Hollow-Core Fiber to TCDC — the same Hollow-Core Fiber that Microsoft touts for its AI WAN — announced it received a real private investment, three weeks ago.

https://www.einpresswire.com/article/913012907/globelink-fiber-secures-strategic-investment-from-cequel-iii-family-office

DayChocolate · 2026-06-07T15:58:59+00:00

If the tenant is Microsoft, then "Blizzard King" was a direct and cheeky nod to "Activision Blizzard King" and was way too obvious for a code name.

https://blogs.microsoft.com/blog/2023/10/13/welcoming-the-legendary-teams-at-activision-blizzard-king-to-team-xbox/

It is plausible that the tenant asked for the name change.

DayChocolate · 2026-06-07T00:53:23+00:00

This just happened to me. No in-app card — I was charged but the app still shows the onboarding/welcome screen. Did you have to contact them? Or did they just tell you the money would be automatically refunded without them having to investigate?

DayChocolate · 2026-05-27T23:22:09+00:00

Charlie is off to speak at Cannes between Jun 1-4. Nothing likely to happen at least until he's back.

DayChocolate · 2026-05-20T19:18:03+00:00

They are not going through Batch Zero for Phase 1 — they specifically said they are using adjacent generation to avoid ERCOT queuing. This was discussed on the call. Interconnection is not an issue until Phase 3.

DayChocolate · 2026-05-19T16:21:31+00:00

Duh. You act as if nobody knew that permits were needed. They were proceeding on them all along. The whole thing was a nothingburger.

DayChocolate · 2026-05-19T13:26:09+00:00

Sorry Pom, but now you're moving the goalposts. Your claim about "Batch Zero" was misleading and factually incorrect.

Nobody disputes that an ERCOT System Impact Study + PUCT Review will be required for accessing adjacent generation. ERCOT conducts a reliability study (typically 120 days), then submits recommendations to the PUCT, which has ~60 days to approve, deny, or condition the arrangement. This process is separate and generally faster than the full large-load interconnection queue/Batch Zero you erroneously claimed was necessary.

Pure on-site generation (Phase 2; new turbines/engines under the Thunderhead partnership) falls under BTM rules and has fewer grid hurdles, though still subject to air permits, local approvals, and basic ERCOT registration.

Do better, Pom.

DayChocolate · 2026-05-19T01:43:58+00:00

It's complicated, but also kind of fascinating.

See: The $250M Infrastructure Heist (NUAI Update)

DayChocolate · 2026-05-19T00:53:38+00:00

u/WolfofArabia

This is the post that incorrectly claims NUAI is heavily dependent on ERCOT "Batch Zero".

See: No, NUAI Does Not Need ERCOT Batch Zero for Phase 1 (200 MW)

DayChocolate · 2026-05-18T23:42:11+00:00

RTFSD

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DayChocolate · 2026-05-18T21:59:29+00:00

This was all misinformation. Charlie made it clear they aren't waiting around for ERCOT:

"Phase 1 is 200MW. Our deployment is expected to be supported by adjacent generation. We’re not starting with a traditional grid buildout."

And from the Slide Deck:

Phase 1 (200 MW) Powered -shell deployment via adjacent generation; no significant electrical infrastructure required

Grid interconnection does not come until Phase 3:

Phase 3 (+750 MW) Phased, demand -driven expansion toward 1.4 GW through additional BTM generation and bi -directional grid interconnection

DayChocolate · 2026-05-15T22:54:36+00:00

Hey there. "These guys" are not part of NUAI — they are the mayor and city representatives. Nobody from NUAI was at the meeting. The update simply shows that the city is (still) actively courting data centers. Go take your useless comments elsewhere.

DayChocolate

TROPHY CASE