# data center revenue — X 热门讨论 (2026-09-16 16:06 UTC)
## @BUZZHPC (BUZZ HPC) · 09-16 05:08 · ♥30 ↻8 💬0 BUZZ HPC Partners with ProCogia to Deliver End-to-End Sovereign AI to Enterprise and SMB Clients https://x.com/BUZZHPC/status/2100089539595514164
## @TheValueTrade (The Value Trader) · 09-16 09:59 · ♥36 ↻2 💬3 $NBIS is one of those stocks where I think looking at current revenue alone completely misses the investment thesis....
NBIS is essentially trying to build the infrastructure layer underneath the AI economy.
Everyone talks about the models.
- ChatGPT - Claude - Gemini - Llama
But every one of those models ultimately needs the same things:
GPUs.
Data centers.
Networking.
Cooling.
Power.
Software.
And somewhere for all of that infrastructure to physically exist.
That's the opportunity $NBIS is attacking.
What interests me most is that this is increasingly becoming a POWER story as much as an AI story.
You can order GPUs.
You can raise money.
You can build software.
Finding hundreds of megawatts of available electricity and connecting it to the grid, building a data center around it and getting everything operational is considerably harder.
$NBIS announced earlier this year that it had secured up to 1.2 GW of power and land for a new AI factory in Pennsylvania.
Think about what 1.2 GW actually represents.
That's a massive amount of potential compute infrastructure.
And that's why I'm watching MW/GW capacity almost as closely as revenue with companies like $NBIS.
But there's another side to this.
AI infrastructure is EXTREMELY capital intensive.
These companies can grow incredibly quickly while consuming enormous amounts of capital at the same time.
So I don't just want:
More GPUs.... More data centers.... More MW.
I want to see those assets turning into contracted revenue and ultimately cash flow.
That's the transition that matters.
The opportunity is enormous... but execution is everything.
That's what makes $NBIS so interesting imo...
The company doesn't need to invent the next ChatGPT.
If AI compute demand keeps growing $NBIS can potentially make money providing the infrastructure everybody else needs to build theirs.
I'm very bullish here and happy to hold LONG... https://x.com/TheValueTrade/status/2100162668082364444
## @ViralMuzik1989 (FreeFromMatrix) · 09-16 13:46 · ♥37 ↻1 💬1 𝐓𝐡𝐢𝐬 𝐜𝐨𝐮𝐥𝐝 𝐛𝐞 𝐁𝐈𝐆 𝐟𝐨𝐫 $IREN. 👀
Emerald AI has demonstrated software that can reduce AI data-center power consumption by 25% for 3 hours during grid stress while keeping workloads within SLA.
Now they say power-flexible AI factories could unlock 𝐮𝐩 𝐭𝐨 𝟏𝟎𝟎 𝐆𝐖 of capacity on the existing U.S. grid.
Think about what that could mean for IREN.
𝐓𝐡𝐞 𝐬𝐚𝐦𝐞 𝐌𝐖 𝐜𝐨𝐮𝐥𝐝 𝐩𝐨𝐭𝐞𝐧𝐭𝐢𝐚𝐥𝐥𝐲 𝐛𝐞 𝐦𝐨𝐧𝐞𝐭𝐢𝐳𝐞𝐝 𝐦𝐨𝐫𝐞 𝐞𝐟𝐟𝐢𝐜𝐢𝐞𝐧𝐭𝐥𝐲 𝐰𝐢𝐭𝐡 𝐥𝐨𝐚𝐝 𝐬𝐡𝐢𝐟𝐭𝐢𝐧𝐠 𝐚𝐧𝐝 𝐜𝐮𝐫𝐭𝐚𝐢𝐥𝐦𝐞𝐧𝐭 𝐰𝐡𝐞𝐧 𝐭𝐡𝐞 𝐠𝐫𝐢𝐝 𝐧𝐞𝐞𝐝𝐬 𝐢𝐭.
That could mean faster power approvals, higher utilization and potentially BILLIONS more revenue opportunity from power IREN already controls.
IREN already has the power. > 引用 @wallstengine: Nvidia $NVDA, Google $GOOGL and Emerald AI are launching the AI Energy Management Alliance, or AEMA, to help AI data centers dynamically adjust electricity use based on grid conditions. https://t.co/ggVpkVHWwc https://x.com/ViralMuzik1989/status/2100219884651110672
## @PhotonCap (Photon Capital) · 09-16 05:19 · ♥30 ↻3 💬1 The Problem in microLED Optical Interconnects: Credo’s 30 M, MOSAIC’s Data, and the Hyperlume Patent https://x.com/PhotonCap/status/2100092111454609645