$NBIS is on pace to grow revenue more than 20x while generating nearly $35B across the next three years: • 2026: $3.4B (+550% YoY)• 2027: $10.9B (+219% YoY)• 2028: $20.4B (+85% YoY)The growth is being driven by AI compute capacity tied to $MSFT $18B Azure AI inference contract, $META $27B Llama training deal & $NVDA $2B equity investment for preferred Blackwell & Rubin allocation.
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$NBIS is on pace to grow revenue more than 20x while generating ne…
860.4K views1 day ago
x.comShay Boloor
🚨 NVIDIA will now pay you over $22,000 a year to host a mini AI data center in your home.The system is backed by a startup called Span. An “AI node” equipped with NVIDIA GPUs, which looks like the size of an AC unit from the outside, is installed outside the home.Inside the box:→ 16 NVIDIA RTX PRO 6000 Blackwell GPUs→ 4 AMD EPYC server processors→ 3 TB of memory→ 15 kWh home backup batteryThis hardware, worth over $200,000 in total, isn’t yours to own, but it runs in your home.Here’s how the mo
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x.comMahax
Sigh, still can't believe we never got a sequel.
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Sigh, still can't believe we never got a sequel.
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x.comJudyn Roberts
Jensen predicts that between $NVDA's Grace Blackwell and Vera Rubin platforms, they anticipate $1 TRILLION of sales over the next several years.Despite already operating at a massive scale, Jensen confirmed that NVIDIA is continuing to grow at "nearly 100% per year".The $1T in projected sales will directly translate to "hundreds of billions of dollars" of revenue and capital expenditure flowing directly into the Taiwanese supply chain.
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x.comCapexAndChill
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🚨 مستوعب إن الذكاء الاصطناعي ممكن فجأة يحول بيتك لمصدر دخل ثابت؟ شركة Nvidia عملت حاجة جامدة جداً هتخليك تقبض شهرياً وأنت نايم في بيتك! 🥱⚠️الموضوع مبقاش مجرد سوفت وير وكلام كمبيوتر، Nvidia دلوقتي بقت بتدفع لك فلوس عشان تستضيف داتا سنتر صغير للـ AI بره بيتك!احفظ البوست ده فوراً عشان ما يضيعش منك!شركة ناشئة اسمها (Span) مدعومة بالكامل من Nvidia، بدأت تركب الأجهزة دي في بيوت الناس، وشوف التفاصيل المش طبيعية: - الجهاز: شكله من بره شبه وحدة تكييف عادية جداً في الحوش، بس من جوه عبارة عن وحش تكنولوجي
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x.com‏عادل | مبرمج
FIFTY BILLION IN AI DATACENTER CONSTRUCTION AT A 45% CAGR. Here's why:$NBIS - Revenue surged 684% YoY to $399M while contracted power capacity guidance increased to 4 GW.$CRWV - Revenue backlog reached $99.4B with contracted power capacity exceeding 3.5 GW, highlighting unprecedented AI demand.$IREN - AI cloud revenue run-rate is projected to reach $4.4B following its latest Blackwell deployments.$CIFR - Signed its 3rd hyperscale AI data center lease as it pivots from Bitcoin mining toward AI in
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