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Ed Zitron
edzitron.com
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TD Cowen’s Jerome Darling estimates that it costs $42m+ per megawatt to build a data center and Oracle wants to build 10GW of them. $50 billion on top of $56 billion already raised is not sufficient (needs $189bn+) to complete the 4.5GW to service OpenAI’s $300bn, 5-year-long deal.
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2026-02-02T01:49:33.850Z