# data center revenue — X 热门讨论 (2026-09-23 00:16 UTC)
## @TruthNetwork24 (Cheryl Anne) · 09-22 11:31 · ♥31 ↻18 💬3 American Domestic Employment and Onshoring Act https://x.com/TruthNetwork24/status/2102360120734687602
## @thatsKAIZEN (Kaizen D. Asiedu) · 09-22 23:50 · ♥32 ↻8 💬5 America Is Scared of AI. China Isn't. https://x.com/thatsKAIZEN/status/2102545999730274815
## @edzitron (Ed Zitron) · 09-22 15:49 · ♥35 ↻4 💬2 Every single hyperscaler and neocloud is misleading investors and the general public about their AI data center capacity, using vague terms like "active power" or "added capacity" to obfuscate its actual revenue-generating capacity. It's industry-wide. https://t.co/q52aNNmPg8 https://t.co/W0o2X3naXU https://x.com/edzitron/status/2102425025882026283
## @Colosteve2000 (Steven Martin) · 09-22 12:27 · ♥31 ↻6 💬1 𝗞𝗘𝗘𝗟 𝗣𝗥𝗘𝗠𝗔𝗥𝗞𝗘𝗧 𝗥𝗘𝗣𝗢𝗥𝗧 September 22, 2026
I was please to note that not only did Keel hold on to Fridays gains but it added another 1.5%.
$KEEL closed Monday at $4.07, up $0.06 or 1.50%.
StockAnalysis showed a $4.02 to $4.19 range on 36.0 million shares. The broader market was strong. S&P 500 +1.49%. Nasdaq +2.26%. Dow +0.71%.
𝗪𝗛𝗔𝗧 𝗖𝗛𝗔𝗡𝗚𝗘𝗗
Keel will hold five public information sessions about the proposed Scrubgrass Township data center on September 22 and 23 at the Clintonville Volunteer Fire Department.
This is real community engagement and a step in predevelopment.
It is not a lease, customer contract, financing announcement, or HPC revenue.
Keel describes Scrubgrass as its largest long term development opportunity, with predevelopment and power planning underway and up to 1.3 GW of expansion capacity.
𝗠𝗬 𝗥𝗘𝗔𝗗
The meetings matter because community opposition can delay permits, construction, and scale.
But the stock still needs commercial proof. Keel reports 341 MW energized, 430 MW secured, and a 2.2 GW total pipeline. Those numbers are not interchangeable.
Q2 revenue was $30.43M, down 50% year over year. Adjusted EBITDA was negative $23.7M. Keel had about $819M of liquidity as of August 7, while total debt was about $1.026B at June 30.
At $4.07, market cap is roughly $2.5B. That is about 21 times annualized Q2 revenue. Rough enterprise value is about $2.7B, or 22 times annualized Q2 revenue.
𝗣𝗔𝗦𝗦 𝗢𝗥 𝗠𝗜𝗦𝗦
MISS for commercial proof.
PASS only if the meetings lead to a named customer, signed lease, contracted MW tied to revenue, construction financing, or a dated HPC revenue start.
𝗪𝗛𝗔𝗧 𝗜 𝗔𝗠 𝗪𝗔𝗧𝗖𝗛𝗜𝗡𝗚
Can Keel turn community engagement into permits, financing, and a customer?
The power is real. Revenue still needs proof.
Sources: StockAnalysis and MarketScreener, September 21, 2026. Keel Scrubgrass campus page, September 2026. Keel Q2 release and quarterly filing, August 10, 2026. ExploreVenango, September 19, 2026.
September 22, 2026
$KEEL closed Monday at $4.07, up $0.06 or 1.50%.
StockAnalysis showed a $4.02 to $4.19 range on 36.0 million shares.
The broader market was strong. S&P 500 +1.49%. Nasdaq +2.26%. Dow +0.71%.
𝗪𝗛𝗔𝗧 𝗖𝗛𝗔𝗡𝗚𝗘𝗗
Keel will hold five public information sessions about the proposed Scrubgrass Township data center on September 22 and 23 at the Clintonville Volunteer Fire Department.
This is real community engagement and a step in predevelopment.
It is not a lease, customer contract, financing announcement, or HPC revenue.
Keel describes Scrubgrass as its largest long term development opportunity, with predevelopment and power planning underway and up to 1.3 GW of expansion capacity.
𝗠𝗬 𝗥𝗘𝗔𝗗
The meetings matter because community opposition can delay permits, construction, and scale.
But the stock still needs commercial proof. Keel reports 341 MW energized, 430 MW secured, and a 2.2 GW total pipeline. Those numbers are not interchangeable.
Q2 revenue was $30.43M, down 50% year over year. Adjusted EBITDA was negative $23.7M. Keel had about $819M of liquidity as of August 7, while total debt was about $1.026B at June 30.
At $4.07, market cap is roughly $2.5B. That is about 21 times annualized Q2 revenue. Rough enterprise value is about $2.7B, or 22 times annualized Q2 revenue.
𝗣𝗔𝗦𝗦 𝗢𝗥 𝗠𝗜𝗦𝗦
MISS for commercial proof.
PASS only if the meetings lead to a named customer, signed lease, contracted MW tied to revenue, construction financing, or a dated HPC revenue start.
𝗪𝗛𝗔𝗧 𝗜 𝗔𝗠 𝗪𝗔𝗧𝗖𝗛𝗜𝗡𝗚
Can Keel turn community engagement into permits, financing, and a customer?
The power is real. Revenue still needs proof.
Sources: StockAnalysis and MarketScreener, September 21, 2026. Keel Scrubgrass campus page, September 2026. Keel Q2 release and quarterly filing, August 10, 2026. ExploreVenango, September 19, 2026. https://x.com/Colosteve2000/status/2102374111922057403
## @MelvinInvests (Melvin) · 09-22 19:38 · ♥30 ↻4 💬4 Nebius just raised GPU prices AGAIN and it is the clearest sign yet that AI compute demand is still outpacing supply.
The company is increasing pay as you go prices for Token Factory’s dedicated inference endpoints by 16% to 20% starting October 1. H100 pricing will rise from $4.05 to $4.70 per GPU-hour, H200 from $4.70 to $5.60, B200 from $7.40 to $8.70 and B300 from $8.10 to $9.70. This is separate from the cloud GPU price increase Nebius announced earlier. That earlier change raised standard on demand cloud prices by roughly 17% to 21%, taking the H100 to $4.50 per hour, H200 to $5.40, B200 to $8.50 and B300 to $9.50. Nebius is now charging an additional $0.20 per GPU hour for every comparable GPU inside a Token Factory dedicated endpoint.
The difference exists because customers are not merely renting a raw GPU. Token Factory’s dedicated endpoints provide isolated model deployments, reserved capacity, predictable latency, a 99.9% uptime commitment and customer controlled autoscaling. Nebius handles much of the infrastructure required to deploy and operate the model, while customers access it through an OpenAI compatible API. That makes Token Factory a higher value managed service layered on top of Nebius’ underlying GPU cloud. Customers pay more, but they avoid managing clusters, orchestration, scaling, model serving and availability themselves.
The new rates therefore show Nebius trying to monetize both layers of its platform. It is raising the price of the underlying GPU infrastructure while also raising the price of the managed inference product built on top of it. That matters because Token Factory can potentially generate more revenue per GPU than simply renting the same hardware as raw compute. A B300 running continuously at the new dedicated endpoint rate would generate approximately $6,984 per month, compared with $5,832 at the old rate, before discounts and assuming full utilization. That is roughly $1,152 of additional monthly revenue per fully utilized B300, or nearly $13.8 million annually across 1,000 continuously running GPUs. The economics are similar across the lineup. At full utilization, the new pricing adds approximately $468 per month for each H100, $648 for each H200 and $936 for each B200. Not all GPUs will run constantly at list price, and large customers can negotiate discounts but the increases demonstrate the potential operating leverage.
Most of Nebius’ data center, server and GPU costs are fixed or committed in advance. If Nebius can charge 16% to 20% more for the same installed hardware without suffering a comparable increase in operating costs, much of the additional revenue can flow into gross profit. The fact that Nebius is protecting contracted prices also matters .Existing reservations and previously negotiated contracts will not be affected, meaning the immediate revenue benefit will primarily come from new customers, renewed contracts and flexible pay as you go usage. That limits the near term impact but reduces the risk of angering major customers that already committed to the platform.
The company also introduced dynamic spot pricing for preemptible virtual machines earlier today and those prices will automatically move according to available capacity and real time demand for each GPU type and region. Customers can set a maximum price and allow their workload to stop when the spot rate exceeds it, or follow the market price to improve their chances of maintaining access. This gives Nebius three distinct ways to monetize the same GPU fleet. Long-term customers receive reserved capacity and discounted pricing, on demand customers pay more for flexibility, and interruption-tolerant customers bid for spare capacity through the spot market. Token Factory then adds another premium layer for customers who want Nebius to manage model deployment and inference.
To me, this is one of the clearest signs yet that demand is still running ahead of supply. If Nebius can continue raising pricing, improve utilization and move more customers up the stack into managed services, the economics of every new megawatt and every new GPU they bring online become significantly more attractive. Bullish on Nebius! > 引用 @BKad2005: $NBIS JUST IN 🚨
$NBIS with another price hike this time to token factory PAYG dedicated endpoints matching their previous October 1st cloud GPU price hike and going even further for some GPUs.
H100: $4.05 → $4.70/hr (+16%) H200: $4.70 → $5.60/hr (+19%) B20O: $7.40 → $8.70/hr (+18%) B300: $8.10 → $9.70/hr (+20%)
$NBIS flexing pricing power this week. https://x.com/MelvinInvests/status/2102482624698867981
## @Ashton_1nvests (Ashton Invests) · 09-22 21:00 · ♥30 ↻2 💬6 Is $AMD overvalued?
On trailing earnings, it definitely looks expensive.
But I think that number is becoming less useful for understanding where AMD is headed.
Consensus normalized EPS is expected to rise from $4.17 in 2025 to $7.58 in 2026, then to $15.57 in 2027 and $22.27 in 2028.
That would mean normalized EPS grows more than 5x from 2025 to 2028.
And the business is already moving in that direction. Q2 revenue grew 50% YoY to $11.5B.
Data Center revenue more than doubled to $6.7B, while non-GAAP operating income reached $3.1B, up 245% YoY.
Then you have major AI deployments with Meta, OpenAI and Anthropic beginning to ramp across late 2026 and 2027.
So no, I wouldn’t call $AMD cheap.
Expectations are high and execution has to remain strong.
But I also don’t think looking at AMD’s trailing valuation and immediately calling the stock overvalued tells the full story.
If normalized EPS grows anywhere close to what is currently expected, today’s valuation can look very different a few years from now. https://x.com/Ashton_1nvests/status/2102503205620134334