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

Researching and investing in tech (AI, cloud, semiconductors, platforms). DMs open. Tweets are only opinions.

参加 January 2016

2.8K フォロー中 81.3K ファン

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).

325

コミュニティへ転送

人気のあるユーザー