Rihard Jarc(@RihardJarc):Interesting with $META, based on the already guided CapEx for this year they are probably going to end 2027 with 7-10GWs of AI data center capacity. They could rent out 2-3GWs of that capacity, that would boost their net income by around $15-$30B (+20-40% of net income).

Rihard Jarc

@RihardJarc

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Rihard Jarc@RihardJarc

2026.07.02 20:13

Interesting with $META, based on the already guided CapEx for this year they are probably going to end 2027 with 7-10GWs of AI data center capacity. They could rent out 2-3GWs of that capacity, that would boost their net income by around $15-$30B (+20-40% of net income).

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