megawatts
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Oct 1, 2025 by Scott Guthrie · across every show →
Everything said about megawatts, oldest first
Oct 1, 2025 positive
Guthrie: Evaluate AI datacenters by revenue line of sight, not megawatts
“I would focus less on the megawatts that sometimes get reported in the press and more at where are those megawatts and what are you going to do with those megawatts? Is it going to be ultimately capacity that you can use to serve customers? Is it to build bett…”