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@ThematicTrader
Portfolio Manager | I sit 1x1 w/ C-Suite execs & bring the alpha back to retail. Deep fundamentals + leading HTF charts | Physical AI | AI Infra | Power | Semis
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Amazon $AMZN says they expect the company to be FCF negative for the "next couple of years or so."
That implies roughly the following MINIMUM capex by year (Base to Bull Earnings):
2026: $220B
2027: $250B - $290B (Shatters Street)
2028: $315B - $370B (>$100B above Street)
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$FCEL is the named fuel cell partner for the entire Newport Township Data Center Project and the project is putting forth 1,386 ACRES of former mining land for this project. The Fit Energy contract maxes out at 380 MW, but this project might support GW scale fuel cells.
I am estimating the Newport Project could support 1.2 GW of IT load (0.85 - 1.5 GW range).
Further information:
Back on August 10, Newport Township says zoning permits were issued for 15 data center buildings as well as three gas-fueled power plants.
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