Ben Bajarin(@BenBajarin):Used our Gigawattonomics model, and the ROIC on investments in Grace Blackwell systems (assuming 10 yr life, which is a safe assumption at this point) assuming 75% utilization and $7 average (its much higher) is--260% That's cost to build, run, all power economics included.

Ben Bajarin

@BenBajarin

CEO & Principal Analyst @creativestrat. Full-stack tech analysis from silicon to markets. Advisor to tech leaders. Technologist at heart. Keeper of Bees.

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Ben Bajarin@BenBajarin

2026.08.12 01:03

Used our Gigawattonomics model, and the ROIC on investments in Grace Blackwell systems (assuming 10 yr life, which is a safe assumption at this point) assuming 75% utilization and $7 average (its much higher) is--260% That's cost to build, run, all power economics included.