prediction claim

The speaker expects most compute to continue transacting for under $20 million per megawatt, including at the end of the following year, because compute projects require financing.

In their words

The transcript segments this claim was taken from

“I think most compute will still continue to transact at sub $20 billion a gigawatt because”

“all of it has to be financed.”

80%how strongly it was put, not whether it is true

80%importance to the conversation

91%confidence the claim was read correctly