# data center revenue — X 热门讨论 (2026-09-26 10:46 UTC)
## @Marcorio61O (Marco | Independent Analyst) · 09-26 08:13 · ♥66 ↻36 💬7 🚨🇺🇦 THE TERMINAL PHASE: UKRAINE'S INDUSTRY IS DEAD, KIEV IS UNWORKABLE, AND THE WEST IS PANICKING
While the media focused on UN speeches and G20 rumors, four signals moved in silence:
Ukraine's steel industry stopped for the first time in 100 years.
Russian strikes on Kiev data centers caused internet blackouts.
Dobropillya is now formally encircled.
Europe is scrambling for €45bn because the Euroclear seizure plan collapsed.
This is not a stalemate. It is a collapse. 🧵👇
1/ STEEL: For the first time since the 1920s — including World War II — Ukraine has stopped producing steel entirely. ArcelorMittal's mills are closed. Workers laid off. The metallurgical industry, which once accounted for a huge share of Ukraine's exports and budget revenue, is gone. 📂 #5 #56
2/ INTERNET: The Financial Times confirms Russian strikes on Kiev data centers caused the internet blackouts. This is not just about communication. The entire economy — banking, transactions, logistics, government — runs on the internet. A prolonged shutdown is an economic kill shot. 📂 #124 #142
3/ AGRICULTURE: The Black Sea blockade has not been replaced by land routes. The harvest window is closing. Grain is stuck or deteriorating. Ukraine's agricultural system is in deep crisis. 📂 #132 #138
4/ KIEV UNWORKABLE: The cumulative strikes on railways, gas stations, warehouses, data centers, and administrative infrastructure are designed to make Kiev an impossible place for the government to operate from. The Russians warned Western embassies in May. They ignored it. Now the FT is reporting what we've been saying for weeks. 📂 #124 #126
5/ ZELENSKY'S DESPERATION: He is pushing for a Putin-Trump meeting at the G20 in December. Moscow has said clearly: Putin will only meet Zelensky if he goes to Moscow, or to sign a final peace agreement. Neither is happening. The fake tripartite meeting with Dmitriev, Witkoff, and Kushner was exactly that — fake. Dmitriev denied it immediately. 📂 #97 #130
6/ CHINA: Zelensky asked Trump to lean on Xi to pressure Russia. This is delusional. Beijing has already told Washington — at the Trump-Xi meeting in South Korea last December — that it will not be pushed into pressuring Moscow. China is Russia's strategic partner. Any attempt to force a wedge will fail. 📂 #110
7/ PATRIOTS: Germany has pledged 10 Patriot interceptors. Ten. They cannot intercept Iskander-M ballistic missiles. This is a token gesture, not a solution. Ukraine's air defense is not being reinforced. It is being managed down. 📂 #137
8/ EUROPE'S BUDGET CRISIS: The Euroclear plan to seize Russian assets has been dropped after Belgium and France pushed back. The Commission is now trying to accelerate the €90bn loan — paying €45bn directly to Ukraine now. But that money was supposed to last two years. Spending it now means there will be nothing next year. 📂 #55 #113
9/ BOND MARKETS: Yields are rising for US, UK, French, and even German debt. Germany's "recovery" is government spending financed by debt. The industrial contraction continues. The tax base is shrinking. The can is getting heavier. 📂 #55 #5
10/ THE REAL MEETING: Zelensky's meeting with Trump lasted 40 minutes and produced nothing. The important meeting was with CIA Director Ratcliffe in Dublin. The CIA is orchestrating this war. That is where escalation is decided — not at the UN. 📂 #119 #144
11/ DRONE WAR: Ukrainian drone strikes on Russian refineries are becoming less effective. Satellite imagery shows Russia hardening its refineries with steel barriers and other structures. The days of easy hits are ending. 📂 #82 #124
12/ SHADOW FLEET STORY: The CIA warned Southern Europe that Russia is loading "shadow fleet" tankers with drones to attack shipping in the Mediterranean. This is almost certainly nonsense. But it fits the pattern: preparing the narrative for a false flag or a new escalation. 📂 #129 #144
13/ DOBROPILLYA: The Russian MoD has formally announced the encirclement of Dobropillya. They published a map showing a full ring. This is the first true siege since Mariupol in 2022. Ukrainian attempts to break in or out have failed. Collapse is expected in days, not weeks. 📂 #68 #121 #125
14/ BEYOND DONBASS: In its statement, the Russian MoD distinguished between "liberation of Donbass" and "successful offensive operations of joint groups of forces in Ukraine." This is a signal: Russian objectives now go beyond Donbass. 📂 #56 #97
15/ OUTFLANKING SLOVIANSK: The Russian MoD says control over Dobropillya will disrupt the entire supply chain of the Ukrainian army in Donbass and open the way to the border of Donetsk region. This is an outflanking operation against Sloviansk. 📂 #68 #125
16/ ORIKHIV: The situation is only slightly less bad than Dobropillya. Russian sabotage groups are crossing the Dnieper near Zaporizhzhia. The Ukrainians are short of infantry. If Orikhiv falls, Zaporizhzhia city becomes the next target. 📂 #56 #125
17/ LYMAN: Biletsky's offensive has failed. He used Ukrainian military intelligence-controlled Russian ultra-nationalist units as cannon fodder. After heavy losses, he redirected his forces south toward Drobysheve and Nikolayevka. Readovka reports the Russians are reinforcing. 📂 #131
18/ KHARKIV: The Russians continue to squeeze the cauldron of Ukrainian troops in the Kharkiv area. 📂 #56
VERDETTO FINALE
Ukraine's steel industry: stopped. Ukraine's internet: blacked out. Ukraine's agriculture: collapsing. Ukraine's army: encircled at Dobropillya. Ukraine's government: struggling to function from Kiev. Europe's budget: bleeding. America's attention: elsewhere. This is not a war of attrition anymore. It is a war of termination — economic, industrial, and territorial. The West is not trying to win. It is trying to freeze the conflict before the collapse becomes total. 💬 If Ukraine's industry is dead, its internet is down, and its army is encircled — what exactly is left to negotiate with? 📚 Related Dossiers: 📂 #5 #55 #56 #68 #82 #97 #110 #113 #119 #121 #124 #125 #126 #129 #130 #131 #132 #133 #137 #138 #142 #144 Sources: 📰 Alexander Mercouris — daily analysis (25 Sept 2026) 📰 Financial Times — Ukraine steel shutdown, Kiev data center strikes 📰 Russian MoD — Dobropillya encirclement statement (24-25 Sept 2026) 📰 Readovka — Lyman offensive analysis (15 & 24 Sept 2026) 📰 Bond market data — US, UK, France, Germany yields Independent analysis. No ideology. Just facts.
Marco | Independent Analyst ⚖️✓
Hashtag: #Ukraine #Russia #Dobropillya #Kiev #NATO #Europe #Steel #Internet #Geopolitics #Sloviansk #Orikhiv #Dnieper
Note: This is a draft. If you want, I can add the Substack link in first comment instruction. Also maybe adjust for algo? Not required. We can say "pronto da pubblicare". But user asked "fammi un post". So provide final. We'll output in English. Also maybe mention "Se vuoi, posso preparare anche la versione Substack in italiano". But final answer should just be the post. We can add short Italian intro? The user asked in Italian, but the post is English. We can say "Ecco il post in inglese, pronto da pubblicare:" then the post. That's fine.
We should ensure no plagiarism? It's synthesized from analysis. Good. Let's final.
Ecco il post in inglese, pronto da pubblicare. Ho consultato i nostri dossier per dare spessore e collegamenti. 🚨🇺🇦 THE TERMINAL PHASE: UKRAINE’S INDUSTRY IS DEAD, KIEV IS UNWORKABLE, AND THE WEST IS PANICKING While the media focused on UN speeches and G20 rumors, four signals moved in silence: Ukraine’s steel industry stopped for the first time in 100 years. Russian strikes on Kiev data centers caused internet blackouts. Dobropillya is now formally encircled.
Europe is scrambling for €45bn because the Euroclear seizure plan collapsed.
This is not a stalemate. It is a collapse. 🧵👇 1/ STEEL: For the first time since the 1920s — including World War II — Ukraine has stopped producing steel entirely. ArcelorMittal’s mills are closed. Workers laid off. The metallurgical industry, which once accounted for a huge share of Ukraine’s exports and budget revenue, is gone.
📂 #5 #56
2/ INTERNET: The Financial Times confirms Russian strikes on Kiev data centers caused the internet blackouts. This is not just about communication. The entire economy — banking, transactions, logistics, government — runs on the internet. A prolonged shutdown is an economic kill shot.
📂 #124 #142
3/ AGRICULTURE: The Black Sea blockade has not been replaced by land routes. The harvest window is closing. Grain is stuck or deteriorating. Ukraine’s agricultural system is in deep crisis.
📂 #132 #138
4/ KIEV UNWORKABLE: The cumulative strikes on railways, gas stations, warehouses, data centers, and administrative infrastructure are designed to make Kiev an impossible place for the government to operate from. The Russians warned Western embassies in May. They ignored it. Now the FT is reporting what we’ve been saying for weeks.
📂 #124 #126
5/ ZELENSKY’S DESPERATION: He is pushing for a Putin-Trump meeting at the G20 in December. Moscow has said clearly: Putin will only meet Zelensky if he goes to Moscow, or to sign a final peace agreement. Neither is happening. The fake tripartite meeting with Dmitriev, Witkoff, and Kushner was exactly that — fake. Dmitriev denied it immediately.
📂 #97 #130
6/ CHINA: Zelensky asked Trump to lean on Xi to pressure Russia. This is delusional. Beijing has already told Washington — at the Trump-Xi meeting in South Korea last December — that it will not be pushed into pressuring Moscow. China is Russia’s strategic partner. Any attempt to force a wedge will fail.
📂 #110
7/ PATRIOTS: Germany has pledged 10 Patriot interceptors. Ten. They cannot intercept Iskander-M ballistic missiles. This is a token gesture, not a solution. Ukraine’s air defense is not being reinforced. It is being managed down.
📂 #137
8/ EUROPE’S BUDGET CRISIS: The Euroclear plan to seize Russian assets has been dropped after Belgium and France pushed back. The Commission is now trying to accelerate the €90bn loan — paying €45bn directly to Ukraine now. But that money was supposed to last two years. Spending it now means there will be nothing next year.
📂 #55 #113
9/ BOND MARKETS: Yields are rising for US, UK, French, and even German debt. Germany’s “recovery” is government spending financed by debt. The industrial contraction continues. The tax base is shrinking. The can is getting heavier.
📂 #55 #5
10/ THE REAL MEETING: Zelensky’s meeting with Trump lasted 40 minutes and produced nothing. The important meeting was with CIA Director Ratcliffe in Dublin. The CIA is orchestrating this war. That is where escalation is decided — not at the UN.
📂 #119 #144
11/ DRONE WAR: Ukrainian drone strikes on Russian refineries are becoming less effective. Satellite imagery shows Russia hardening its refineries with steel barriers and other structures. The days of easy hits are ending.
📂 #82 #124
12/ SHADOW FLEET STORY: The CIA warned Southern Europe that Russia is loading “shadow fleet” tankers with drones to attack shipping in the Mediterranean. This is almost certainly nonsense. But it fits the pattern: preparing the narrative for a false flag or a new escalation.
📂 #129 #144
13/ DOBROPILLYA: The Russian MoD has formally announced the encirclement of Dobropillya. They published a map showing a full ring. This is the first true siege since Mariupol in 2022. Ukrainian attempts to break in or out have failed. Collapse is expected in days, not weeks.
📂 #68 #121 #125
14/ BEYOND DONBASS: In its statement, the Russian MoD distinguished between “liberation of Donbass” and “successful offensive operations of joint groups of forces in Ukraine.” This is a signal: Russian objectives now go beyond Donbass.
📂 #56 #97
15/ OUTFLANKING SLOVIANSK: The Russian MoD says control over Dobropillya will disrupt the entire supply chain of the Ukrainian army in Donbass and open the way to the border of Donetsk region. This is an outflanking operation against Sloviansk.
📂 #68 #125
16/ ORIKHIV: The situation is only slightly less bad than Dobropillya. Russian sabotage groups are crossing the Dnieper near Zaporizhzhia. The Ukrainians are short of infantry. If Orikhiv falls, Zaporizhzhia city becomes the next target.
📂 #56 #125
17/ LYMAN: Biletsky’s offensive has failed. He used Ukrainian military intelligence-controlled Russian ultra-nationalist units as cannon fodder. After heavy losses, he redirected his forces south toward Drobysheve and Nikolayevka. Readovka reports the Russians are reinforcing.
📂 #131
18/ KHARKIV: The Russians continue to squeeze the cauldron of Ukrainian troops in the Kharkiv area.
📂 #56
VERDETTO FINALE
Ukraine’s steel industry: stopped. Ukraine’s internet: blacked out. Ukraine’s agriculture: collapsing. Ukraine’s army: encircled at Dobropillya. Ukraine’s government: struggling to function from Kiev. Europe’s budget: bleeding. America’s attention: elsewhere.
This is not a war of attrition anymore. It is a war of termination — economic, industrial, and territorial.
The West is not trying to win. It is trying to freeze the conflict before the collapse becomes total.
💬 If Ukraine’s industry is dead, its internet is down, and its army is encircled — what exactly is left to negotiate with?
📚 Related Dossiers: 📂 #5 #55 #56 #68 #82 #97 #110 #113 #119 #121 #124 #125 #126 #129 #130 #131 #132 #133 #137 #138 #142 #144
Sources: 📰 Alexander Mercouris — daily analysis (25 Sept 2026) 📰 Financial Times — Ukraine steel shutdown, Kiev data center strikes 📰 Russian MoD — Dobropillya encirclement statement (24-25 Sept 2026) 📰 Readovka — Lyman offensive analysis (15 & 24 Sept 2026) 📰 Bond market data — US, UK, France, Germany yields
Independent analysis. No ideology. Just facts.
Marco | Independent Analyst ⚖️✓
Hashtag: #Ukraine #Russia #Dobropillya #Kiev #NATO #Europe #Steel #Internet #Geopolitics #Sloviansk #Orikhiv #Dnieper https://x.com/Marcorio61O/status/2103759949725667733
## @0xOnyedika (onyedika🪑) · 09-26 08:12 · ♥44 ↻18 💬14 Aave's second act https://x.com/0xOnyedika/status/2103759584947044423
## @concall_in (concall.in) · 09-25 10:51 · ♥30 ↻5 💬2 Bharat Connect Conference - Shree Refrigerations Ltd provided a strong growth outlook:
• 40% revenue CAGR targeted over the next 3–5 years, driven by the defense marine opportunity
• ₹270 Cr order book, with a target to maintain 1.5–2x projected annual invoicing
• ₹400+ Cr revenue capacity across existing and new plants, with capacity potentially being expanded as growth continues
• Data center cooling opportunity to start contributing from FY28 and is not included in current guidance
• Working capital days targeted at 325–330 this year, with a long-term goal of 250 days
• Management expects H1 FY27 to be significantly better YoY, reducing the seasonality/lumpiness seen last year
Link to full concall and management commentary in thread for reference.
Disc: Not a buy / sell recommendation. https://x.com/concall_in/status/2103437160879980556
## @ValueSnapShotio (Value SnapShot) · 09-25 11:13 · ♥30 ↻2 💬1 Morgan Stanley sees US data center power demand exploding nearly 9× to ~79 GW by 2029.
Why it matters for $EOSE:
H1 26' revenue already surpassed all of 24-25
Record $807M backlog
$24.6B commercial pipeline, 32% tied to data centers
AI needs power. EOSE sells the storage. https://t.co/dUj8aIcRoc https://x.com/ValueSnapShotio/status/2103442640876253457
## @chinoalemano (ChinoAleman) · 09-25 18:41 · ♥30 ↻0 💬4 Is this the moment to buy $TE?
IMO part of the selloff may be driven by Trump’s ongoing talks with Chinese President Xi Jinping.
The market may be worried that a broader U.S.–China trade deal could eventually soften tariff protection for Chinese imports.
But look at what’s happening beneath the surface:
→ Q2 revenue reached $250M, with G1_Dallas producing 935 MW of solar modules. Adjusted EBITDA came in at +$10.7M, although that included a $24.4M benefit from tariff refunds.
→ T1 already operates G1_Dallas, a 5 GW U.S. solar module manufacturing facility.
This isn’t a pre-revenue factory story anymore.
The company generated nearly $1B in trailing-12-month revenue.
→ The real transformation is G2_Austin.
Phase 1 is a 2.1 GW U.S. solar cell factory currently under construction, with key production equipment already arriving in the U.S.
T1 now expects first cell production in Q1 2027.
→ And customers are already signing up for that capacity.
Clearway recently signed a deal for 641 MW of solar modules using domestic cells from G2_Austin.
Treaty Oak has also signed a three-year agreement for a minimum of 900 MW.
→ T1 is trying to build something the U.S. still has very little of:
A vertically integrated domestic solar supply chain.
American polysilicon → U.S. wafers → T1 solar cells → T1 modules.
→ T1 also spent $135M acquiring TOPCon solar cell and module IP from Evervolt, giving it direct ownership of technology it believes is foundational to its future manufacturing platform.
→ And there’s another optionality investors may be overlooking:
T1 acquired KORE Power and created T1 NRI, giving the company exposure to battery storage and AI/data-center infrastructure in addition to solar.
Management believes that once G1_Dallas is operating at 5 GW and the first 2.1 GW phase of G2_Austin is fully online, the combined platform could generate $375M–$450M of annualized Adjusted EBITDA during 2027.
Meanwhile…
$TE trades around $3.80 with a market cap of only ~$1.1B.
The catch?
G2_Austin still needs additional financing.
T1 recently raised another $120M through convertible notes, and management is still working toward a broader financing package to complete Phase 1.
So the question is:
Is the market correctly pricing the financing risk, plus the possibility of a softer U.S.–China trade environment…
Or is it dramatically underestimating what $TE could become if G2_Austin successfully ramps in 2027? https://x.com/chinoalemano/status/2103555608725078233