Silicon Atlas
@Silicon_Atlas
Evidence-first AI semiconductor analysis: what new silicon claims prove, where bottlenecks move, and whether gains survive at system and economic scale.
Joined March 2021
139 Following 2.9K Followers
Goldman cut its 2027 data-center capacity forecast, but raised 2026. Who gets paid sooner?
This @wallstengine post sent me down the rabbit hole (
I compared $APLD, $IREN, $NBIS, $CRWV and $WULF: when capacity starts billing, where financing eats the upside, and what to watch at earnings.
My takeaway: through 2027, favor funded capacity becoming revenue over announced gigawatts.
The short version is below. Full calculations, stress tests and company checklists on Substack:
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