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Discussion 2026-09-26 · 07:25 ET
Can hyperscalers clear $1.42T / $11.6B per GW for 15% ROIC?
Overnight Goldman math via ZH: $1.42T rev 2028–30 clearable at 15% ROIC vs $920B/yr opex floor at 0 ROIC; Klaudnin3 rents, jukan rates bind.
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Can hyperscalers clear $1.42T / $11.6B per GW for 15% ROIC?
Overnight Goldman math via ZH: $1.42T rev 2028–30 clearable at 15% ROIC vs $920B/yr opex floor at 0 ROIC; Klaudnin3 rents, jukan rates bind.
Sat, 26 Sept 2026 · 07:25 ET Discussion top-replies