power capacity
2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement Dec 5, 2024 by Brian Janous · across every show →
Everything said about power capacity, oldest first
Dec 5, 2024
Janous: Power capacity in 2027 is worth significantly more than in 2032.
“The value of a megawatt in twenty-twenty-seven is worth more than a value of a megawatt in twenty-thirty-two, because there's an assumption that by twenty-thirty-two, power will probably be more abundant, that will have sort of run through this cycle.”
Jul 9, 2026 neutral
Eliahu-Ontiveros: CoreWeave's contracted power plateaued at 3.5 GW since Q3 2025
“CoreWeave, they have, you know, three and a half gigawatts of contracted power. Contracted for that means signed leases for the most part, some self-built, mostly signed leases with third parties. And what you saw was that this number was about, if I remember …”