Daniel Koss(@daniel_koss):Goldman models Google's compute deal with SpaceX at ~$45B per GW per year. Goldman's own math says hyperscalers only need ~$12B per GW per year to earn a 15% return on capacity they build themselves. Paying ~4x that only makes sense if building it yourself fast enough isn't an option. New power and shells take years to bring online. That premium goes to whoever already has powered capacity online. Massive advantage in this market to have a world-class execution team who makes the impossible possible. Just wait, you'll see some companies with all ingredients on paper just miss all their targets and others who will make the impossible possible against all odds. You know my views. $NBIS $CRWV

2026.10.12 18:30

Goldman models Google's compute deal with SpaceX at ~$45B per GW per year. Goldman's own math says hyperscalers only need ~$12B per GW per year to earn a 15% return on capacity they build themselves. Paying ~4x that only makes sense if building it yourself fast enough isn't an option. New power and shells take years to bring online. That premium goes to whoever already has powered capacity online. Massive advantage in this market to have a world-class execution team who makes the impossible possible. Just wait, you'll see some companies with all ingredients on paper just miss all their targets and others who will make the impossible possible against all odds. You know my views. $NBIS $CRWV

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.