₿itcoin ₿utcher 🥩 🐑 🐷@bitcoinbutcher1The colocation economics are there but the market wants more information from $nuai regarding: 1) Dilution Risk How do you fund TCDC without expanding share count at these depressed prices? My suspicion is @AnthropicAI will be willing to pay a prepayment on a 20 year lease to
Clark Peterson@optionologyAccording to this report, MS has updated its framework for new hyperscaler leases to 20-year terms, a 19% yield on capex, and about $18 per IT watt of equity value creation. So, Phases 1 and 2 at $NUAI's TCDC data center are 541 IT MW. At $18 a watt that is about $9.7B of value