# data center revenue — X 热门讨论 (2026-09-30 07:08 UTC)
## @Honest_Medicine (Independent Medical Alliance) · 09-29 18:53 · ♥32 ↻15 💬5 CDC/FDA Gave the All-Clear When They Knew It Wasn't; Pfizer and Moderna Made Tens of Billions
Federal health agencies leaned on a safety tool they had been warned was missing signals. Over the same stretch, the two mRNA makers posted the most lucrative years in their history.
FULL STATEMENT: WASHINGTON, D.C. – Days after calling for congressional and Justice Department investigations into CDC (@CDCgov) and @FDA vaccine safety surveillance, the Independent Medical Alliance (IMA), a national coalition of independent physicians, researchers and clinicians, today turned to the money.
The BMJ (formerly British Medical Journal) investigation published last week documented that CDC and FDA officials relied on a data mining method they had been told could not flag myocarditis and other serious events from the two mRNA shots. Officials then pointed to the lack of alerts as evidence the products were safe. That "no signal" message went out during the two most lucrative years Pfizer and Moderna have ever had.
"They told the country the safety alarm hadn't gone off, so there was nothing to worry about," said Dr. Joseph Varon (@joevaron), President and Chief Medical Officer of the Independent Medical Alliance. "The FDA had been warned the alarm was missing signals. Meanwhile, Pfizer (@pfizer) and Moderna (@moderna_tx) were booking tens of billions of dollars in COVID shot revenue. I'll let the public decide whether that's a coincidence."
What The BMJ found
The CDC promoted VAERS as the nation's early warning system and promised two methods of analysis. It did not run one of them, PRR, until 2022. In the weekly FDA reports The BMJ (@bmj_latest) reviewed, the method both agencies "chose to rely" on never signaled for myocarditis, pericarditis, or tinnitus.
In February 2021, FDA medical officer Ana Szarfman, working with statistician William DuMouchel, warned FDA leadership about the flaw and brought an updated method to fix it. Peter Marks, then head of the FDA's biologics center, kept the existing tool.
On April 27, 2021, after Israel and the Pentagon had already raised myocarditis concerns with a CDC safety committee, CDC Director Rochelle Walensky (@RWalensky) told reporters, "We have not seen a signal," and said the agency had looked for one across more than 200 million doses.
On May 7, 2021, FDA official Craig Zinderman asked Szarfman to stop sending analyses. He argued the surveillance method should stay "standard, predictable, and road tested" and warned that changing it could have "unintended consequences (eg, regarding vaccine confidence)."
In a September 2022 letter, Walensky acknowledged the CDC had not run its promised PRR analyses until 2022. When it finally did, myocarditis, pericarditis, Bell's palsy and tinnitus met the agency's own signal criteria in 13 straight weekly reports. Walensky still described the results as showing "no additional unexpected safety signals."
What the ‘all-clear’ was worth
Pfizer's COVID vaccine, Comirnaty, brought in about $37 billion in 2021 and nearly $38 billion in 2022. Pfizer's COVID pill, Paxlovid, added almost $19 billion in 2022. That year Pfizer's total revenue topped $100 billion, a first for any drug company.
Moderna went from $803 million in revenue in 2020 to more than $18 billion in 2021 and about $19 billion in 2022, almost all of it from its COVID shot, Spikevax.
The federal government was at the center of both windfalls. It regulated the shots, bought the most, and granted manufacturers immunity from liability. With Moderna, it was also a development partner: the National Institutes of Health (@NIH) co-developed the mRNA shot.
Had the government's own tool flagged a safety signal in early 2021, the resulting questions would have slowed the pace of pediatric authorizations, boosters, and seasonal shots that followed.
The revolving door
Peter Marks met with Szarfman, kept the flawed method in place, and later wrote that her work could "feed into anti-vaccination rhetoric." After leaving the FDA in 2025, he joined Eli Lilly (@EliLillyandCo) as a senior vice president.
Doran Fink, a senior FDA vaccines official who took part in the decision to license the Pfizer and Moderna shots, left the agency in December 2022 and was working at Moderna two months later.
Patrizia Cavazzoni, who led the FDA's drug center, the division that authorized and approved Paxlovid, left the agency in January 2025 and became Pfizer's chief medical officer weeks later.
Former FDA Commissioner Scott Gottlieb joined Pfizer's board in 2019, three months after leaving the agency, and served on it throughout the pandemic. https://x.com/Honest_Medicine/status/2105008139070525832
## @nextbigfuture (nextbigfuture) · 09-29 20:49 · ♥32 ↻5 💬2 Anthropic’s confidential prospectus now lists agreements that could reach up to $84.5 billion for NVIDIA-double the earlier $45 billion figure. the deal can be cancelled with 90 days’ notice after the first 90 days. This ensures 6 month of deal or $25 billion for $50 billion per gigawatt per year. A gigawatt of data center likely costs SpaceX like $35-40 billion. SpaceX makes most of the cost back and will be able to monetize the rest for quick profits on fully paid data center. However, Anthropic cancelling would reduce their ARR- annual recurring revenue massive.
Anthropic is likely up from $15 billion per year to $25-30 million per year. Probably about $2 to $2.5 million per month. $SPCX > 引用 @cb_doge: BREAKING: Anthropic discloses $84.5 billion SpaceX Compute Agreements through 2029.
Anthropic could pay SpaceX up to $84.5 billion for NVIDIA-based computing capacity, according to its IPO prospectus.
• The $84.5B figure is nearly double the roughly $45B in potential spending previously disclosed by SpaceX.
• Anthropic announced its initial agreement to lease computing capacity from SpaceX in May
• SpaceX’s IPO paperwork showed Anthropic had agreed to pay $1.25B per month
• That deal could run for three years, potentially totaling nearly $45B
• The newly disclosed agreements extend through 2029
• Anthropic expects to spend at least $518B on AI infrastructure over the next decade
This is a massive validation of SpaceXAI’s infrastructure. SpaceX is rapidly emerging as a major provider of the computing power needed to build frontier AI. https://x.com/nextbigfuture/status/2105037162907664515
## @RedWavePress (RedWave Press) · 09-29 18:54 · ♥31 ↻4 💬0 Reporter: “The belief of everybody that you're meeting with today that no guardrails, no regulation of AI, superintelligence, as you call it, is necessary?”
President Trump: “Well, there's a belief that there should be tremendous self-regulation. And we automatically have regulation with the Department of Justice, the FBI, all of that. But the self-regulation is very important. There's something else that was discussed, and that's local communities. This is a group that loves local communities. They love our country, and they're going to work with local communities for the data centers in particular.”
“And they're going to work to make the community happy. That might be supplying oil and gas. It might be supplying education. It may be helping teachers along financially, helping people along financially. And they've all agreed that’s a very positive [thing]. Nobody really thought of it, and it's a very positive thing. So you're going to see data centers are going to be very popular because this is the group, and they're the ones that want to.”
“And they're also the ones that want to see communities that are safe and happy. And they're going to make communities very, very happy. Otherwise, they'll be forced to go overseas or other locations. But even in America, there are so many people that want data centers.”
“The areas with data centers have become very rich. People have become very rich. Their taxes have gone down, not up. And a lot of good things have happened. But these people and others, having to do with the data centers that you've been reading so much about, I think they're going to do things for the community that will be really financially beneficial and otherwise beneficial.”
Loudoun County, Virginia is a prime example of the positive impact data centers can have on a community.
The county now has about 233 data center buildings and more than 17,000 related jobs. In FY 2026 those facilities brought in $1.2B in tax revenue — about 39% of the county budget. FY 2027 is projected at $1.3B, or about 40–45% of local tax funding.
That commercial base helped Loudoun cut its real property tax rate every year for a decade, from $1.145 per $100 of assessed value in 2016 to $0.805 in 2026. Vehicle taxes are coming down too. https://x.com/RedWavePress/status/2105008219290779696