Jensen Huang: 1 GW of AI compute generates $300b to $400b in intelligence
(so 6-8x the cost of a 1GW data center w/GPU’s)
Spacekaren:
• 1 GW per year by end of 2027
• 10 GW per year in 2.5 years
• 100 GW per year in 3.5 years
(~current annual US savings)
www.nytimes.com/2026/06/11/t...
The valuation on Space X is surreal and it's bad business. Instead of $1.7T, the actual value is closer to $780B, and that creates a gap between market hype and fundamental revenue.
www.nytimes.com/2026/06/11/t...
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