Bill Ackman highlights potential revenue growth from hyperscaler capital expenditure expansion
MSFT Microsoft Corp
$523.88 +0.17%
View chart & analysis → - 1Bill Ackman believes most analysts are not properly accounting for potential revenue growth resulting from increased capital expenditure.
- 2The cost to build 1 gigawatt of AI data center capacity for hyperscalers is between $40 billion and $50 billion.
- 3Once new data centers begin generating revenue, hyperscalers' annual revenue per gigawatt is between $15 billion and $20 billion.
So what's the key point?
Bill Ackman believes that revenue growth from large-scale facility investments has not yet been properly reflected. This means more revenue could be generated than experts expect.
Source The Motley Fool +1 · View original ↗
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