The provider labeled it as L2 and the kit resembled it (the cable was light CCS / J1772). I’m guessing they must have done some upgrades to the site to enable the speed?

Pretty consistent with DC Level 3 here also.

This was taken in Danville, VT! Stevens’ birthplace. Doing a New England roadtrip this morning.

I was gonna suggest pay for the collection by de-circulating the nickel. Another ignominious coin.

Thanks for the shoutout Sharon!! We're thrilled to finally have this going.

OTOH, it also makes deals like the one announced today more important as a signal of the sector settling in on its desired partners. "Risk mutualism" sucks if you're excluded. And can protect "teams" with legit market share strategies. blogs.microsoft.com/blog/2025/11...

But it also means current profits don't tell us much. Frankly the firms aren't looking to those for anything other than if they raise alarms among investors yet. That can take a bit if investors feel (as many do) that we still have a ways to go in figuring out what's happening in the sector.

This assumes a couple things. 1) AI inference persists as a "product" with demand, even if concentrated even further. 2) It'll produce a markup sufficient to cover [written-down] remaining liabilities.

Might still mean federal facilitation! (Think about how Feds pushed BoA to buy Merrill.)

Ha I know! My most recent sign to tap for folks using tax credits as a euphemism for bad policy. bsky.app/profile/cthe...