Daniel Koss@daniel_kossGoldman 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
Shay Boloor@StockSavvyShayGoldman 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
