MARKETS📈: Asia Morning Briefing: Distributed Compute Tokens — A Bargain Compared to CoreWeave?Reported by @thesamreynolds ...

Core Insights - AgriFORCE Growing Systems Ltd. has launched a Strategic Power & Compute Initiative in collaboration with BlueFlare Energy Solutions to enhance its TerraHash Digital strategy for high-performance computing infrastructure [1][2] Group 1: Initiative Overview - The Initiative aims to transform stranded or underutilized natural gas resources into decentralized computing infrastructure, supporting applications such as Bitcoin mining and AI [2] - AgriFORCE will finance and acquire BlueFlare's mobile gas-generation units, while BlueFlare will manage the compute infrastructure [3] Group 2: Technological Integration - The Initiative utilizes BlueFlare's platform for remote site management and includes the BlueFlare Carbon Cube for environmental monitoring and emissions management, enhancing sustainability [4] - Features include a unified dashboard for monitoring power consumption and performance, adaptive control systems for hardware longevity, and AI-enabled predictive analytics for maintenance [8] Group 3: Strategic Growth and Rights - AgriFORCE has secured a Right of First Refusal on future BlueFlare-sourced sites, ensuring scalable deployment of digital infrastructure in energy-rich regions [5] - The collaboration is positioned as a model for regional innovation, promoting job creation and carbon offset monetization [6] Group 4: Leadership Perspectives - The CEO of AgriFORCE emphasized the Initiative's role in making computing infrastructure more scalable and sustainable [6] - The CEO of BlueFlare highlighted the potential for generating carbon credits and enhancing operational intelligence through the Initiative [7] Group 5: Company Background - AgriFORCE operates at the intersection of agriculture, clean energy, and digital infrastructure, focusing on high-performance compute environments for decentralized economies [9] - BlueFlare specializes in mobile natural gas-powered generation and decentralized compute technologies, unlocking stranded energy for various applications [10]

ASML (ASML) Conference May 31, 2023 03:20 PM ET Speaker0Great. Well, hi, everyone. I'm Alex Duval, Head of the Europe Semi's coverage for Goldman in London. Delighted to be here with Pete Comatito, VP of IR ASML. Thanks so much all for joining.We'll have some time at the end for Q and A, but I think we'll get straight into questions from me. And once again, thanks a lot, Pete, for joining.Speaker1Great to be here.Speaker0Great. So perhaps we could just start off with a quick recap of how you see the broad h ...