Cowsheeptheone
$SHAZ It's not about who has the biggest MW pipeline—converting a large MW capacity of legacy sites like IREN doesn't achieve much. It's also not about having the largest idle GPU pipeline.
It's about execution odds—reliably delivering based on actual data center buildout progress.
• The Shaz Timeline: The M2, M3, and NZ colos are reliably on track to become operational, housing most of the 68k GPUs over the next 12 months.
• The Power Pipeline: The 132MW will reliably come online as expected. While 132MW/212MW isn't as flashy as NBIS, it is realistic execution—and it consists entirely of next-gen GB300s / B300s.
With Firmus now exiting, SHAZ is the only Sovereign AI-ready, large-scale Australian neocloud remaining.
Led by the accomplished Macquarie team, we are positioned to be a premier, high-quality company (a massive contrast to the shambles of Firmus).
Don't miss the chance to buy some at $40.
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