Shay Boloor(@StockSavvyShay):Deutsche Bank estimates $NVDA GB300 GPUs can rent for up to ~$14 an hour versus just $3.50 for H100s with some contracts generating ~$60M per MW annually. That puts 1 GW of AI compute at ~$48B in annual revenue based on blended pricing which helps explain why securing power is becoming so valuable for $NBIS, $CRWV and $SPCX.

Shay Boloor

@StockSavvyShay

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

가입 February 2019

340 팔로잉 중 463.4K 팬

Shay Boloor@StockSavvyShay

2026.10.28 11:40

Deutsche Bank estimates $NVDA GB300 GPUs can rent for up to ~$14 an hour versus just $3.50 for H100s with some contracts generating ~$60M per MW annually. That puts 1 GW of AI compute at ~$48B in annual revenue based on blended pricing which helps explain why securing power is becoming so valuable for $NBIS, $CRWV and $SPCX.