# data center revenue — X 热门讨论 (2026-09-29 17:30 UTC)
## @Kalshi_Finance (Kalshi Finance) · 09-29 16:00 · ♥122 ↻10 💬12 JUST IN: AI needs $6T in annual revenue by 2031 to justify data center spending https://x.com/Kalshi_Finance/status/2104964419314962830
## @Stockwallah0123 (STOCK WALLAH 💚) · 09-29 16:05 · ♥37 ↻2 💬4 ESDS SOFTWARE #Esds
💥 AI GPU Revenue: Sharon AI GPU revenue expected to begin from Q3 FY27
🔥 FY27 Capex: Company targets ₹1,500 crore in capital expenditure
🚀 GPU Deals: Targets 15–20% PAT margin on GPU deals
🤩Domestic Order Book: Targets ₹3,000 crore domestic order book
💚 Growth Target: Aims for 30–40% CAGR in the domestic order book
PAT Possibility
At revenue of:
₹2,000 crore with 15% PAT margin → ₹300 crore PAT ₹3,000 crore with 20% PAT margin → ₹600 crore PAT ₹3,500 crore with 20% PAT margin → ₹700 crore PAT
✅What to Track Quarterly 👇
Sharon AI GPU revenue contribution.
GPU utilization rates.
Order book growth toward ₹3,000 crore.
Data-center capacity additions.
EBITDA/PAT margins after GPU business starts.
Revenue run-rate moving toward ₹1,000+ crore annually. https://x.com/Stockwallah0123/status/2104965908489994244
## @Stockships (Stockships) · 09-29 00:24 · ♥31 ↻5 💬2 $VIVO An operational 41.5MW AI data-center site generating roughly 31 million in annual revenue.
Low attention right now could make this one worth watching closely.
" This is a sponsored post. View my full disclaimer in my profile." https://t.co/dTJVi9GQ6L https://x.com/Stockships/status/2104728951776014453