$ChronoScale Corp(CHRN)$ made official what we all already knew. My guess is most of this gets deployed in $APPLIED DIGITAL CORP(APLD)$ facilities. Both companies look positioned to become leaders in the industry. $APPLIED DIGITAL CORP(APLD)$ is already separating itself based on clients and performance. For $ChronoScale Corp(CHRN)$ , this is really their first deal since the restructuring. There will likely be many more. Too many heavy hitters in that room for there not to be. Question for anyone with a general idea: based on the size and structure of the deal with
$Rum Group Inc(RUM)$ $Microsoft(MSFT)$ The more I go back over this, the more it looks like Microsoft. Azure GPU compute has been strained, to put it mildly, and Microsoft has a history of doing this exact kind of deal with warrants. It fits their style. From my own work as a cloud solutions architect, I can say it is not AWS or Google. That really only leaves Microsoft and Oracle. The federal government would not do this directly, but it does use Azure GCCH heavily. SpaceX/xAI could be a possibility, but this just does not seem like a play that is viable or really needed by them at this point. Final bet: Microsoft.
$Carnegie Clean Energy Ltd.(CWGYF)$ Carnegie Clean Energy has shared an update on the final assembly, which is scheduled for October off the coast of Spain. They highlighted some of the recent ACHIEVE PTO Module assembly work done at SKF Group, a specialist in rolling bearings, seals, and lubrication systems. The team has been integrating electrical and cooling systems with support from their electrical partner SEI SL. Seeing these subsystems come together inside the PTO Module is a pretty solid step forward.
$Microsoft(MSFT)$ Brent learned his lesson with the media player he sold to MSFT. AMFN is a subsidiary of Kepler Aerospace, which has worked with DARPA for several years, so it feels like we are in good hands.