wayne nelms(@wayne_nelmz):Nscale’s S-1 highlights one of the biggest problems in compute. Most of their $103.4B pipeline is wrapped up as future deployments. This means that value won’t accrue in the application layer for another decade. > 461,000 GPUs active or contracted > about 25,000 active today

wayne nelms

@wayne_nelmz

MIT, ex-SIG quant trader || building @ornnexchange 🇺🇸

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wayne nelms@wayne_nelmz

2026.09.20 11:37

Nscale’s S-1 highlights one of the biggest problems in compute. Most of their $103.4B pipeline is wrapped up as future deployments. This means that value won’t accrue in the application layer for another decade. > 461,000 GPUs active or contracted > about 25,000 active today > Weighted-average contract: 5.7 years.