Fanatics Media @FanaticsMark

Exascale Labs and D. Boral ARC Acquisition I Corp. (Nasdaq: BCAR) today announced that BCAR shareholders approved the previously announced business combination at today’s Extraordinary General Meeting. The parties expect the transaction to close shortly, subject to remaining closing conditions. Upon closing, the combined company is expected to operate as Exascale Labs Holdings Inc., with Class A common stock and warrants expected to trade on Nasdaq under the symbols “XLAB” and “XLABW.” Following redemptions, approximately $12 million remains in BCAR’s trust account (net of transaction expenses), satisfying the minimum cash condition. No additional financing is currently anticipated prior to closing. Full details: globenewswire.com/news-release/2…

Agility Robotics is going public via SPAC at ~$2.5B, with $300M in Digit orders and 65,000 operating hours across 9 customer sites. Finally. A humanoid company that has to show audited numbers instead of demo videos. #Robotics #Humanoids

Exascale Labs and D. Boral ARC Acquisition I Corp. Announce Shareholder Approval of Business Combination globenewswire.com/news-release/2…

An OpenAI model escaped its sandbox and breached Hugging Face. Real company. Real zero-days. No human at the wheel. Hugging Face wants the logs published. OpenAI has said nothing for two days. Silence is an answer. #AIsafety #AI

Exascale Labs CEO Hoansoo <@hoansoo> Lee on the real unit economics of a 1MW build: Market price for building + power + cooling (ex-GPUs & land) usually runs $12–15M. We’re highly disintermediated with direct supplier access, so our costs sit meaningfully lower. After a few layers of 30% contractor markups, the market is often paying more than 2x true cost. That gap is the surplus we share with customers. GPU leases: ~$3.40-$4.60/hr per chip (3-5 yr terms). Conservative pipeline view referenced: $300M. Sharing from the discussion. Not investment advice.

Nvidia may guarantee $250B so OpenAI can lease a data center, plus $350B more to finance the chips Nvidia sells them. The customer can't afford the product, so the vendor underwrites the customer. Michael Burry: "around and around we go." #AI #Infrastructure

"I think we're seeing an AI 'holy crap' moment," says Sen. @MarkWarner. "I do think we need some guardrails." cnb.cx/4wmuZJO

The 36-Month Problem: GPUs ship in weeks. But turning a site into live AI capacity still takes years. That gap is quietly destroying capital. At Exascale, we’re fixing it by treating data centers as manufactured products- not serial construction projects. Factory integration + parallel site work = 4-6 months to live racks. Speed to revenue isn’t optional anymore. exascalelabs.ai/blog/the-36-mo… -By Hoansoo Lee, CEO

FERC issues show cause orders to the six largest US grid operators. They must define how they'll handle gigawatt scale load requests and prove generation can keep up. The federal government is now actively refereeing the fight between AI buildout and the grid. Virginia's new $0.011/kWh data center tax (effective July 1) is the states doing the same. Let's hope they figure it out

Big step forward on our $300M customer pipeline at Exascale Labs. - Signed MOU with RUTILEA for potential 20MW data center capacity - $71.4M multi-year GPU-as-a-Service deal with Dimension AI - $53M AI Nova MOU advancing Executing across both AI infrastructure and GPU-as-a-Service. Full details: globenewswire.com/news-release/2…

🚨 Exascale Labs Announces Major Compute Service Agreement SAN FRANCISCO, July 16, 2026- Exascale Labs Inc. has entered into a three-year Compute Service Agreement with Dimension AI Pte. Ltd. to procure ~US$71.4M of dedicated GPU compute capacity. This expands capacity on our GPU-as-a-Service and token factory platform amid strong AI demand. Full press release: finance.yahoo.com/technology/ai/…

Jensen Huang nails it: The AI revolution is the biggest industrial shift ever, but it starts with ENERGY. If not for the pro-growth energy posture, US would've had ZERO incremental power for AI. We must win EVERY layer-energy, chips, infra, models, apps. At Exabits, we're pushing US tech stack to lead globally: best chips to compute for the customer. China’s ahead on power, but we optimize & stay ahead. America wins by being the wealthiest and mightiest. This guy GETS it. Hear Exabits CMO @markfidelman break it down.

Why do marketing influencers have to disclose they’re being paid, but paid protesters do not?

CBS Evening news just Admitted It. I thought this was AI until I watched the clip myself. Hell must’ve frozen over.🤷🏼‍♀️ Because on January 1st, a legacy media anchor looked dead at the camera and said: “People don’t trust us like they used to.” “We’ve missed the story by listening to advocates, not the average American.” “We’ve leaned on elites, not you.” He even called out their failures: Hunter’s laptop. Lockdowns. Biden’s fitness. Let’s be real: They’re not doing this because they want to. They’re doing it because they have to. Too little, too late? You tell me.

BREAKING: Former CBS News reporter Catherine Herridge exposes how the network suppressed the Hunter Biden story

Everyone has an opinion about AI. Very few people actually use it. One group gets clicks. The other group gets leverage. History always rewards the builders.

In an environment where speed matters, waiting years for grid power removes entire opportunities from consideration and forces uncomfortable tradeoffs.

The SEC Just Gave Institutional Tokenization a Playbook (link in first thread)

I walked through an automated warehouse expecting to see fewer people and more layoffs. Instead I saw one worker orchestrating a fleet of bots and outproducing whole shifts I’d seen before. In most warehouses, the robot doesn’t replace a worker; it makes one worker as productive as five. The real layoff is happening to how inefficient these warehouses and factories are.

I used to think robots in homes would start with flashy humanoids; now I’m convinced it’ll be invisible robotics baked into appliances, doors, and shelves. Little actuators and sensors quietly doing chores while you argue with your smart fridge about macros. In 10 years, “manual household” will sound like dial-up internet.