Small Cap Snipa(@SmallCapSnipa):Premium AI model labs can still earn a strong margin over compute costs even if compute capacity pricing increases significantly to $30-50M/MW This scenario from Evercore is based on premium models like GPT-6 Astra and Claude Fable 5.1 $SPCX $NBIS $CRWV $IREN $NVDA $ANT

Small Cap Snipa

@SmallCapSnipa

Stock market research. AI / data centers / power infra / cloud compute. NFA

Joined February 2021

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Small Cap Snipa@SmallCapSnipa

2026.10.29 18:42

Premium AI model labs can still earn a strong margin over compute costs even if compute capacity pricing increases significantly to $30-50M/MW This scenario from Evercore is based on premium models like GPT-6 Astra and Claude Fable 5.1 $SPCX $NBIS $CRWV $IREN $NVDA $ANT