Shay Boloor(@StockSavvyShay):The AI buildout is becoming a power land-grab and this group now controls ~32 GW of planned capacity that could be repurposed into higher-value compute: • $IREN ~5.8 GW • $CIFR ~4.0 GW • $HUT ~3.8 GW • $WULF ~3.6 GW • $MARA ~2.8 GW • $CORZ ~2.6 GW • $RIOT ~2.0 GW • $CLSK ~1.8 GW • $GLXY ~1.7 GW • $BITF ~0.8 GW These companies already control one of the scarcest inputs in the AI economy so even if a portion of that 32 GW converts to full-stack compute then the revenue opportunity per MW can expand by ~6x.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

参加 February 2019

324 フォロー中 453.7K ファン

Shay Boloor@StockSavvyShay

2026.08.22 12:43

The AI buildout is becoming a power land-grab and this group now controls ~32 GW of planned capacity that could be repurposed into higher-value compute: • $IREN ~5.8 GW • $CIFR ~4.0 GW • $HUT ~3.8 GW • $WULF ~3.6 GW • $MARA ~2.8 GW • $CORZ ~2.6 GW • $RIOT ~2.0 GW • $CLSK ~1.8 GW • $GLXY ~1.7 GW • $BITF ~0.8 GW These companies already control one of the scarcest inputs in the AI economy so even if a portion of that 32 GW converts to full-stack compute then the revenue opportunity per MW can expand by ~6x.