Shay Boloor(@StockSavvyShay):Goldman estimates short-term AI compute is fetching $40B to $50B per GW annually across $SPCX, $NBIS and $CRWV nearly double long term rates and ~20x what a powered data center shell earns. What makes this really interesting is Nebius captures both spot and contracted pricing while $IREN locks in longer-term revenue showing how same GW can generate really different returns depending on contract.

Shay Boloor

@StockSavvyShay

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

参加 February 2019

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Shay Boloor@StockSavvyShay

2026.10.10 13:34

Goldman estimates short-term AI compute is fetching $40B to $50B per GW annually across $SPCX, $NBIS and $CRWV nearly double long term rates and ~20x what a powered data center shell earns. What makes this really interesting is Nebius captures both spot and contracted pricing while $IREN locks in longer-term revenue showing how same GW can generate really different returns depending on contract.