Here is one of the many reasons why my conviction in $NBIS has doubled over the past 2 weeks… $NBIS wants to license out their software stack to smaller companies… we can call them HPCs or PSPs or bare metal DCs doing colocation deals… well that $NBIS stack just got an incredible endorsement because now we know it’s being used to lease capacity at $20-50M per MW which is alot better than the $2-4M per MW from on these colocation deals. Not sure how every single one of these smaller HPCs / PSPs / DCs that has land and power isn’t re-evaluating their entire business model this week… or at least trying to carve out some of their capacity / contracted power to build out full scale data centers then using $NBIS software stack to land these premium deals… or maybe they just do JVs with $NBIS
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