Silicon Atlas(@Silicon_Atlas):Goldman cut its 2027 data-center capacity forecast, but raised 2026. Who gets paid sooner? This @wallstengine post⁠ sent me down the rabbit hole (https://t.co/0ihGQtcBHc). 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:

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.

参加 March 2021

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Silicon Atlas@Silicon_Atlas

2026.10.08 15:58

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:

Silicon Atlas@Silicon_Atlas

2026.10.08 06:26