Tang: AI monetization per gigawatt rose from $20B to $30B–$40B
Clark Tang · The SpaceX IPO, Fable 5, AI Capex Update & Market Check w/ Gavin Baker, Andrew Fox & Clark Tang · Bg2 Pod · Jun 11, 2026 · at 1:09:01
Altimeter partner Clark Tang discusses the unit economics and increasing revenue generation per gigawatt of power deployed for AI compute infrastructure.
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“When the monetization per gigawatt is actually increasing from, you know, call it, like, 20, twenty billion in the best, best of cases for, at the beginning of the year, To now, like, 30 to even pushing 40.”
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