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thecatfix / corzlocations.md
Created November 11, 2024 23:56
Core Scientific Location Breakdown

Core Scientific Locations With Combined Operational Capacity Exceeding 500 Megawatts (MW).

Operational capacity exceeding 500 megawatts (MW) is significant for the following:

  1. Revenue Potential and Stability

    • High-Powered Hosting for AI and HPC: With a capacity of over 500 MW, Core Scientific can offer hosting services to high-demand sectors such as artificial intelligence (AI) and high-performance computing (HPC), beyond cryptocurrency mining. The CoreWeave deal alone utilizes 500 MW for AI and HPC workloads, underscoring the scale of power needed to attract large, stable revenue contracts.
    • Revenue Diversification: This capacity allows Core Scientific to host a variety of clients across industries (e.g., tech, finance, biotech), reducing its dependency on cryptocurrency mining. This diversification stabilizes revenue streams, especially when cryptocurrency markets are volatile.
  2. Competitiveness in a Growing Market

  • Demand for Compute Power: The rapid growth of AI and m
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thecatfix / corzrv.md
Created November 7, 2024 22:46
Core Scientific Competitors

Comparable Companies to CoreWeave: HPC and AI-Focused Data Centers

CoreWeave's focus on high-performance computing (HPC) and AI hosting places it in a specialized segment of the cloud infrastructure market, where it competes with data centers that are increasingly prioritizing support for HPC and AI workloads. Providers like Digital Realty and Equinix offer infrastructure that is often optimized for AI, machine learning (ML), and other compute-intensive applications, providing relevant comparisons in terms of capabilities, services, and market positioning.

1. Digital Realty

  • Business Model: Digital Realty is one of the largest global providers of data center, colocation, and interconnection solutions, supporting various industries, including HPC and AI. The company’s PlatformDIGITAL® infrastructure is designed to facilitate enterprise AI and HPC workloads by providing high-density, low-latency connectivity to cloud and network ecosystems.

  • Relative Value: Digital Realty’s c

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thecatfix / corzearnings.md
Last active November 7, 2024 22:50
Core Scientific Q3 FY2024 Earnings Call

Core Scientific Q3 FY2024 Earnings Call

Date: November 6, 2024

🔥Positive Materials

  • Core Scientific secured a key expansion with CoreWeave, which exercised final options for 232 MW, filling Core’s 500 MW critical IT load commitment for high-performance computing (HPC).
  • The company completed a successful $460 million convertible note offering, significantly improving its capital structure, lowering interest rates, and paying off prior high-interest debt.
  • Core Scientific reallocated 100 MW of infrastructure initially designated for Bitcoin mining to HPC hosting, increasing total capacity for HPC to approximately 570 MW.
  • Site acquisitions are underway: Core leased a data center in Alabama with 11 MW of initial load and potential for an additional 55 MW, as well as a 100 MW expansion in Pecos, Texas for Bitcoin mining.
@thecatfix
thecatfix / corzcoreweave.md
Last active November 7, 2024 22:31
Core Scientific / Coreweave Partnership

Core Scientific - CoreWeave Partnership: Deal Overview and Strategic Analysis

The CoreWeave partnership represents a critical strategic evolution for Core Scientific, transitioning the company into high-performance computing (HPC) and AI hosting while diversifying its operations beyond Bitcoin mining. This $8.7 billion, 12-year agreement anchors Core Scientific as a key player in digital infrastructure, positioning it to meet the rising demand for AI and machine learning (ML) computing.

Partnership Highlights and Strategic Shift

  • Revenue Stability: The deal provides Core Scientific with long-term, predictable revenue, averaging around $725 million annually, with gross margins projected between 75% and 80%.
  • Capacity and Expansion Goals: Core Scientific will allocate 500 MW of its critical IT load to CoreWeave for HPC hosting and aims to expand to 1 GW of HPC capacity by 2027, positioning the company within the fast-growing AI infrastructure market.
  • Reduced Volatility: By shifting focu
@thecatfix
thecatfix / noneedforall.md
Last active November 2, 2024 20:31
Why Am I creating Pairs For ALL possible pair combinations??????????

ALL POSSIBLE PAIR COMBINATIONS ARE CONSIDERED! THAT'S TOO MUCH DATA

My Question

I want to know how the bonds are identified for this process cartesian_bonds_product.py cartesian_bonds_product.py:16-29 katana-master In the cartesian_bonds_product.py file, bonds are distinguished by their ISIN (International Securities Identification Number), which serves as a unique identifier for each bond. This allows the code to differentiate between various bonds.

The to_bond_pairs method is responsible for creating pairs of BondWithPricingHistory objects. It iterates over a collection of bonds, comparing their ISINs to ensure that each pair is unique. The method ensures that a pair is generated only once by checking that the ISIN of the first bond (bond1) comes alphabetically before the ISIN of the second bond (bond2). This is accomplished using the condition:

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thecatfix / IntegrateLEIDataMySQL.md
Last active October 8, 2024 15:24
Integrate GLEIF LEI Data with MySQL

How to Integrate GLEIF LEI Data with MySQL Using Zapier: A Comprehensive Guide

Integrating Global Legal Entity Identifier Foundation (GLEIF) data into a MySQL database can optimize your entity management system. LEIs (Legal Entity Identifiers) are essential for identifying legal entities in global transactions, ensuring transparency and compliance. With Zapier, you can automate the integration of LEI data from GLEIF into your MySQL database, reducing manual entry and improving accuracy.

Step 1: Understand the GLEIF Data Structure

1.1 Research the Data Format

GLEIF provides Legal Entity Identifier (LEI) data in JSON and XML formats. For integration with a MySQL database, JSON is preferred, as it allows easy parsing and transformation into SQL queries.

1.2 Identify Relevant Data Points

@thecatfix
thecatfix / sharepoint.md
Created October 5, 2024 19:23
Sharepoint Resources that I use

SharePoint Resources

A curated list of SharePoint resources to help you stay informed and improve your SharePoint knowledge.

SharePoint Blogs 📚

  • SharePoint Maven: Greg Zelfond, the SharePoint Maven, offers a wealth of tips and advice on best practices for using SharePoint effectively.
  • Practical 365: A blog that provides practical advice and strategies for getting the most out of Microsoft 365 and SharePoint.
  • Collab with Kat: Kat provides insights on collaboration tools, including SharePoint, with a focus on usability and user experience.
  • Microsoft Tech Community: The official Microsoft community blog featuring updates, news, and roadmap info directly from the SharePoint team.
@thecatfix
thecatfix / Databases-keys.md
Last active September 14, 2024 19:37
Gist from Drafts

Understanding Keys in RDBMS

Great Youtube Explainer

https://youtu.be/8wUUMOKAK-c?si=sOVs-sh681RqmVfO

Detailed Breakdown of Understanding Keys in RDBMS Using Your Personal Contact Database

In a scenario, where you manage contacts across multiple platforms (iMessage, LinkedIn, email accounts, WhatsApp, GroupMe), implementing relational database keys is essential to organize, maintain, and retrieve your contact information effectively. Here’s how different types of keys can be applied using your contact database as an example:

@thecatfix
thecatfix / React-statevsprops.md
Last active September 5, 2024 10:33
Gist from Drafts

Understanding State and Props in React

In React, state and props are two fundamental concepts that are essential for managing data and building interactive components. Understanding the difference between state and props and how to use them effectively is crucial for React.

📘 What is State in React?

State is a built-in React object that is used to hold data or information about the component. A component’s state can change over time; whenever it changes, the component re-renders itself. State is managed within the component (similar to variables declared within a function) and can be changed with the setState function in class components or the useState hook in functional components.

Characteristics of State

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thecatfix / React-Week 1 Notes.md
Last active September 5, 2024 23:36
Gist from Drafts

My Notes From React Module For Full Stack Development Course

React is a powerful JavaScript library used for building dynamic and interactive user interfaces. Developed by Facebook, it is widely used for creating single-page applications (SPAs) and mobile applications. These notes will cover the fundamentals of React, including its features, setting up the development environment, and understanding components, JSX, and the Virtual DOM.

📚 Introduction to React

React is a declarative, efficient, and flexible JavaScript library for building user interfaces. It allows developers to create large web applications that can update and render efficiently in response to data changes.

Key Features of React