$AKT
TikTok's US business reportedly wants up to 4GW of compute by the early 2030s. That's close to the ~5GW Meta's Hyperion campus is targeting.
The competition for power, GPUs and land is no longer just the AI labs.
Every gigawatt takes years of substations, cooling and permits.
Or you tap the GPUs that already exist.
That's @akashnetAI.
@akashnet
$AKT
Elon: debt markets have shut off for anyone without revenue outside AI data centres.
Neoclouds borrowed to buy GPUs. When credit closes, they break.
@akashnetAI needs no debt. No concrete. Just a market for idle GPUs.
Fragile capex vs the most efficient compute.
Only a matter of time.
@akashnet
xitter.cf/speculator_io/status/2…
Elon just said that most neoclouds will eventually die.
And we might already be seeing it play out.
Even if AI is the biggest tech revolution of our lifetime, that doesn't mean every company building AI infrastructure will survive.
Some will thrive. Many will struggle. Most will be liquidated.
And we've seen this before during the internet boom.
The internet changed the world, but plenty of companies that built the infrastructure went bankrupt along the way.
This time won't be different.
The honest part:
~$217M market cap vs ~$2.3M annualised revenue.
The market is pricing the curve, not today's numbers.
That's the risk. And the opportunity. 👀
Power-limited supply.
Exploding agent demand.
Usage up 10x.
A burn tied to every dollar of compute.
A Solana move on the ballot.
The bottleneck is the opportunity.
@akashnet @akashnetAI
Not financial advice