# data center revenue — X 热门讨论 (2026-09-28 15:19 UTC)
## @HannoLustig (Hanno Lustig) · 09-28 14:01 · ♥52 ↻9 💬4 The U.S. is in the midst of one of the largest investment booms it's experienced in its history, fueled by the arrival of a new general-purpose technology: AI. The U.S. is projected to invest roughly 3.6% of GDP in AI infrastructure (think data centers etc) per annum between 2025 and 2032. That is about three times the size of the US telecom and fiber investment boom in the late 90s. And it’s roughly 50% larger than the railroad investments of the late 19th century.
What do you have to believe about future cash flows if you're building data centers right now? In his new BPEA paper "Financing the AI Buildout" @SVNieuwerburgh ran the numbers for us. For US data center owners to break-even with a 10% required return, you'd have to expect that total gross revenue of data centers exceeds 9% of projected US GDP by 2032 https://t.co/bGRQuMXPrx https://x.com/HannoLustig/status/2104572220228157518
## @KawzInvests (KawzInvests) · 09-28 13:21 · ♥34 ↻3 💬7 $META’s Muse proved ordinary consumers want AI agents (2.8M downloads in 12 days).
Now comes the next catalyst: OpenAI DevDay on Tuesday.
> Server CPU lead times have stretched out to 25–30 weeks (vs. normal 16–20).
> Intel’s CEO admitted they can currently only fill ~50% of customer CPU requests.
> AMD EPYC data center revenue has more than doubled YoY.
> Trend Force CPU status as Tight Supply
When OpenAI, Meta, and Google compete to give hundreds of millions of users free, always-on digital workers, they are slamming a consumer agent workload onto a server CPU market that is already sold out with 25–30 week lead times. $META $INTC $ARM $QCOM https://x.com/KawzInvests/status/2104562166292525353
## @rahimaq22 (Rahim) · 09-28 10:17 · ♥34 ↻1 💬3 MARI mgight reach triple digit EPS?
Most still value Mari Energies as a conventional E&P stuck.
Consolidated Outlook on EPS: FY26 (Base): PKR 72.52 FY27E: PKR 80.50 – 84.35 (Ghazij flow + Sky47 initial phase FY28E: PKR 90.40 – 96.20 (Data center scale + new gas) FY29E: PKR 101.50 – 109.90 (Full monetization + minerals)
Through its 60% stake in Sky47, data centers alone are projected to add PKR 2.70 – 3.40/share by FY29. That’s pure sovereign cloud & enterprise hosting revenue.
Completely insulated from international crude swings and circular debt negotiations.
Upstream pays the bills, tech and mineral infrastructure drive the multiple re-rating.
Targeting PKR 100+ EPS by FY29 makes the current risk-reward look very compelling.
With a PE of 8x, the share value can lie at around PKR 800 by FY29. #PSX #MARI #Equities #EconomyPK #FinTwit https://x.com/rahimaq22/status/2104515956970312148
## @calvinblissett (Calvin Blissett) · 09-26 15:03 · ♥31 ↻2 💬2 $TTAM: Stan Druckenmiller and Chris Hohn long concrete. Titan America is a vertically integrated East Coast cement/building-materials platform with leading positions in Florida (~31%), Virginia/North Carolina (~30%) and Metro New York (~24%). Its moat is physical: scarce permitted cement capacity, quarries, marine terminals, rail, ready-mix and downstream distribution. The business generated $1.66B of revenue and $390M of adjusted EBITDA in 2025, and 2025 ROCE was 19.5%. The major change in 2026 is Keystone. Titan closed the $310M acquisition in May, adding 990K tons of clinker capacity and >50 years of mineral reserves. Keystone contributed ~$20M of Q2 revenue; Titan is targeting ≥$30M of annual run-rate synergies by 2029. Mid-Atlantic Q2 revenue/EBITDA rose 27%/30%, partly driven by Keystone, while Florida EBITDA fell 19% because of Pennsuco maintenance and import-logistics disruptions. The construction backdrop is softer than the old table suggested: U.S. construction spending was down 3.8% YoY in July 2026, and ACA expects cement consumption to fall 2.5% in 2026 before turning positive in 2027. The bright spots are data centers and infrastructure: July 2026 AIA consensus calls for data-center construction growth of 33% in 2026 and 24.7% in 2027, while nonresidential overall is -0.3% / +3.0%. At $13.85 on September 25, TTAM has ~$2.55B of market cap and ~$3.09B of EV against $393.7M of TTM adjusted EBITDA, or ~7.9x EV/EBITDA. A reference peer group is around ~12.4x. Your replacement-cost framework of ~$4.2B ex-logistics therefore equates to ~$1.1B above current EV; after net debt, roughly ~$3.7B of equity value versus ~$2.6B today. The key debate is no longer whether Keystone is cheap on capacity—it is whether Titan can actually turn that capacity into normalized EBITDA through utilization, pricing and network synergies. https://x.com/calvinblissett/status/2103863156648951925