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![mvcinvesting Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1285902652111499265.png) M. V. Cunha [@mvcinvesting](/creator/twitter/mvcinvesting) on x 48.3K followers
Created: 2025-07-10 12:53:01 UTC

🚨 Update on $NBIS' New Jersey Data Center (currently under construction):

According to the CEO of DataOne — the firm managing the build — Phase X completion is now expected to be delayed by about four weeks due to supply chain challenges.

This isn’t entirely unexpected, given prior indications that delays were possible (such as slight setbacks with UPS, CDUs, and piping).

Importantly, it doesn’t change my investment thesis in the slightest. Whether it's ready in X weeks or 8, it doesn’t really impact my outlook.

For context, this facility is a significant short-term catalyst for $NBIS. Once operational, it will pave the way for securing large-scale contracts with top-tier industry players.

![](https://pbs.twimg.com/media/GvfzfLSW0AAFFsF.jpg)

XXXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1943292373389234564/c:line.svg)

**Related Topics**
[data center](/topic/data-center)
[jersey](/topic/jersey)
[cunha](/topic/cunha)
[$nbis](/topic/$nbis)

[Post Link](https://x.com/mvcinvesting/status/1943292373389234564)