Meta 5GW excess compute resale by 2030: $38B/GW capex, 38% ROI scenario
Published · Updated · By Investus editorial desk (SUNRYU Partners)
5GW excess by 2030, $38B/GW capex, $20B/GW revenue, 73% margin, $14.6B NI, 38% ROI.
A full English translation of this report is in progress. The analysis below reflects the original Korean research. Read the Korean original →
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