u/EpicOfBrave

Sehr geehrter Affenkönig, sehr geehrter Affenpräsident, sehr geehrte Affen und sehr geehrtes Affen-Capital. Wie wird September sein?

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Everyone with stock market expertise knows Microsoft will be $350 today, so should I setup buy orders for $350 or wait to see whether $330 will come?

Google couldn’t meet the EPS expectations, delivering $2.86 versus $2.91, and added their Anthropic and SpaceX stake based on Juni levels, which are 50% down since then.

Will Microsoft do similar dirty trick?

Recent reports say NVIDIA is in talks to support financing for OpenAI’s proposed 10 GW AI data center in Ohio, a project estimated to cost over $500 billion.

Based on my estimates, running infrastructure of this size could cost around $25–55+ billion per year. The biggest costs would likely be hardware replacement ($15–40B/year) and electricity ($5–9B/year), followed by maintenance, staffing, cooling, networking, insurance, and other operating expenses.

For comparison, OpenAI’s reported annualized revenue is now over $25 billion. If these estimates are close, operating costs alone could be as high as today’s revenue. To cover those costs and still achieve a 50% profit margin, annual revenue would likely need to exceed $100 billion.