# data center revenue — X 热门讨论 (2026-09-21 20:11 UTC)
## @KobeissiLetter (The Kobeissi Letter) · 09-21 18:12 · ♥391 ↻57 💬52 China is rapidly accelerating its AI buildout.
As a result, the US and China's AI arms race appears to be at its most intense point yet.
Worldwide data center CapEx is now expected to surpass $3 trillion by 2030, and that outlook has nearly doubled since January 2026 alone.
This growth in CapEx expectations is being driven by hyperscale spending, power capacity needs, and rising construction costs.
In fact, the top 20 tech companies in the US are now spending 16% of revenue on CapEx, compared to 9% in China.
As a result, the US is maintaining its lead on frontier AI models while China is pushing ahead on cost-optimized models and accelerating adoption.
The US and China are in the midst of a historic technological competition. > 引用 @tanujt: China is winning the AI race.
So we raised $12M from @8vc to build thousands of new AI data centers in America.
Here's what will make the AI bubble pop:
Data centers are needed for AI. Every invoice to build a data center is hundreds of millions of dollars and thousands of pages long.
The finance teams that need to approve these invoices are drowning.
The entire AI race is being bottlenecked by human approval. AI should fix this.
That's why we’re launching Kos.
Kos is a team of AI agents that work the way humans work. Tag Kos in Microsoft teams, or get on a Zoom call.
It doesn't hallucinate, and it has verifiable proof for it's work.
Kos is purpose built AI for Datacenter, Energy, and Manufacturing Finance. Think Harvey but instead of for law, it's specialized for Finance.
Book a demo here: https://t.co/lib8HUOql6
------ We’re backed by the founders and C-Suite of billion dollar companies:
Keith D. Taylor (former Equinix CFO), Dave Ferdman (CyrusOne Founder), Heather Paduck (STACK Infrastructure CFO), Matthew DeNezza (former Crusoe CFO), and @sk7037 (Stanford, OpenAI).
Our institutional investors are @8VC, led by @AlexKolicich, XYZ (@fubini), MVP (Alex Li) ------ One more thing, I made a huge notion doc on everything I learned building my last company (SpotAI) to >$100M in sales and funding.
I give away my secret framework to find the right market, my exact interview process, and how to close enterprise deals.
If you want it, just let me know and I'll shoot it over :) https://x.com/KobeissiLetter/status/2102098767101010331
## @SanDiegoKnight (Hany Girgis) · 09-21 19:06 · ♥152 ↻43 💬47 🚨 800 MORE TECH JOBS ARE HEADING TO INDIA.
Starbucks is setting up a new Global Capability Center in Chennai and plans to hire roughly 800 technology professionals, according to Reuters.
But the bigger story is the scale of what’s happening across corporate America.
India now has:
2,100+ Global Capability Centers
2.36 MILLION employees
Nearly $100 BILLION in annual revenue
And these aren’t just call centers or back-office jobs anymore.
Reuters says companies are using these centers for:
Software development Finance Research & development
Starbucks says Chennai offers a skilled workforce, lower attrition and good infrastructure.
And Starbucks isn’t alone.
Walgreens just announced a GCC in Chennai.
American Airlines is doubling its India tech hub to roughly 800 workers, with jobs focused on software engineering, AI and cybersecurity.
Charles Schwab plans to grow its India center to roughly 2,000 employees by the end of 2027.
This is an important part of the skilled-labor debate that often gets overlooked.
Restricting foreign workers from coming to the job is one policy question.
Companies moving the job to foreign workers overseas is another.
The data show that the second trend is already happening at enormous scale.
https://t.co/8Z0ddXGp60 https://x.com/SanDiegoKnight/status/2102112197174513864
## @wallstengine (Wall St Engine) · 09-21 18:38 · ♥73 ↻21 💬9 SOFTBANK-BACKED SB ENERGY DELAYS IPO AS INVESTORS PUSH BACK ON $50B+ VALUATION
SB Energy has pushed its IPO from September to at least mid-to-late October after struggling to find enough buyers at its targeted $50B+ valuation, per NYT.
A major concern is execution risk: SB Energy has yet to put a data center into operation, while projecting a $439B revenue backlog over roughly 20 years beginning in 2028, largely tied to its massive Ohio data center leased to OpenAI and backed by Nvidia.
Last week, SB Energy brought OpenAI CFO Sarah Friar and infrastructure chief Sachin Katti onto an investor call as it tried to address investor concerns.
The delay comes as appetite for data-center IPOs cools, with Holtec pausing its offering and Aggreko also slowing its process.
Source: NYT https://x.com/wallstengine/status/2102105127079563331
## @CernBasher (Cern Basher) · 09-21 19:21 · ♥48 ↻7 💬4 Tesla’s $10B Texas Solar Plant - a Robotaxi & Optimus Power Plant? https://x.com/CernBasher/status/2102115922051998076
## @HunterAllen4 (THE GAP FATHER) · 09-21 14:23 · ♥30 ↻1 💬10 NUAI
Been pounding the table on this one all year publicly AND in the subs. 😴
IT PAYS TO FOLLOW THE GUY WHO GAVE $APLD $IREN at 6$ last year.
They just signed the deal I’ve been waiting for.
New Era Energy & Digital announced a 20-year power purchase agreement for Phase 1 of its Texas Critical Data Center project in Ector County, Texas.
Its TCDC PowerCo subsidiary will receive a minimum 200 MW and up to 207 MW from Luminant, a Vistra ($VST) affiliate, with power supplied from Vistra’s adjacent 1,180 MW natural-gas plant in Odessa.
Delivery is expected in Q3 2027, giving the project contracted firm power for two decades with automatic one-year renewals.
That matters because power availability is one of the biggest bottlenecks in the data-center buildout not just having land and a connection, but actually securing dependable megawatts that future tenants can underwrite around.
And this wasn’t just a PPA. New Era also signed a development framework agreement with Vistra.
Once power delivery begins, Vistra gets a 5% non-voting interest in the portion of the project it supplies, plus a right of first refusal on future TCDC power expansions beginning April 2028 and a right of first offer on certain other New Era power and storage projects.
That gives NUAI a major strategic partner sitting directly next to the project while helping reduce development risk and make the site more attractive to potential hyperscale/data-center tenants. The company has also been moving through construction permitting and increasing its planned capacity throughout 2026.
But remember what NUAI actually is: this is still an early-stage developer with very low current revenue. The market is increasingly valuing the potential power/data-center platform—not a mature operating business.
That’s exactly why I’ve been pounding the table.
$DGXX $KEEL you’re next.
Firm power. 200+ MW. 20 years. Vistra next door. Q3 2027 delivery.
Now we watch what they do with the rest of the site. 😴 > 引用 @HunterAllen4: $NUAI
THE FRESHMAN IN AN HONOR-ROLL CLASS.
Updated thesis. Saturday DD
Please consider subscribing to the Gap father for more sleeping giants 🤫
If you don’t yet for these overlooked opportunities why not yet? I’m continue the grind, I’m like a nocturnal BAT.
No sleep till 1k SUBS. Let me expand your research.
I’ve mentioned this chart several times, and I’m still highly convicted on the long-term setup.
My broader thesis is $IREN $NBIS $CIFR $WULF are the seniors already proving the model.
$NUAI is the freshman….
Here’s the niche: NUAI isn’t trying to compete with $NBIS on GPUs or build another generic data-center campus.
It is attacking the scarcest input behind AI infrastructure: SPEED TO POWER. TCDC sits on ~493 acres in the Permian Basin with a path toward 1.4+ GW.
Phase 1 is ~207 MW and Phase 2 has now been upsized to ~550 MW, putting the first two phases around 757 MW.
Adjacent generation includes Vistra and Calpine assets, while Phase 2 is being developed with Thunderhead around BTM gas generation.
The broader Lea County, New Mexico pipeline is potentially another ~7+ GW across ~3,500 acres.
That gives the company an identified development pipeline north of 8 GW — not 8 GW of contracted capacity, but a massive option on future powered land if execution works.
And the macro is finally validating the thesis. The Permian is increasingly being viewed as an AI data-center land rush because the equation is different from traditional data-center markets: land + cheap/available energy + gas + transmission + fiber + speed.
Chevron, $MSFT Microsoft, $AMZN Amazon, $CRWV CoreWeave, Liberty Energy, TPL and others are moving toward large-scale AI infrastructure in the region.
Apollo is connected through the Stream platform and institutional capital ecosystem. Macquarie has provided up to ~$290M of project-level financing, with roughly $270M undrawn as of the latest figures.
Ramboll/EYP brings mission-critical engineering expertise. Thunderhead is handling the BTM power strategy. Turbine-X, RK Mission Critical, GlobeLink and additional infrastructure partners fill out the stack.
$NBIS already has enormous contracted demand. $IREN has Microsoft and other AI customers. $CIFR has multi-billion-dollar hyperscaler commitments. $WULF has major long-duration HPC contracts.
NUAI is sitting around a ~$520M market cap while targeting hundreds of MW in its first two phases and 1.4+ GW at TCDC, with another multi-GW opportunity behind it.
And there is a clock on the thesis. The reported land and financing milestones make the next several weeks/months extremely important, with a customer/lease milestone around late September and lender conditions around October 8 tied to the undrawn Macquarie facility.
In other words, this isn’t a “maybe someday” catalyst story.
If those hit, NUAI can graduate from “speculative powered land” into a contracted AI infrastructure platform.
Technically, this is where I’m watching the chart. $4.78–$4.86 is the major support/200-day MA area. Lose that decisively and ~$3.53 becomes the next major level.
Hold it and reclaim the $5.50–$5.70 descending-wedge resistance with volume, and I think the structure changes materially. Then I’m watching the $6s, followed by the heavy $7–$8 supply zone.
A sustained breakout through that area would put the stock back into the kind of momentum structure we saw during the first 2026 run. I’m not saying $50 is the base case — it absolutely is not.
But if NUAI converts 757 MW into contracted infrastructure, scales TCDC toward 1.4+ GW, monetizes the broader pipeline and does it without destroying shareholders through excessive dilution, the current valuation starts looking very different.
$IREN $NBIS $CIFR $WULF = honor-roll seniors.
$NUAI = freshman with the highest-risk report card…
…but potentially one of the most asymmetric power bottleneck plays in the entire class.
I’m LONG COMPUTE.
The next Rip Salad has legs. https://x.com/HunterAllen4/status/2102040983122698646