But how much revenue do we need to make that worth it? 🤔 Accel Partners just dropped a wild report on Globalscape, and if you thought the current investments were huge, hold onto your hats! 🎩 1️⃣ They predict a demand for 580GW of power in the next 5 years, which means we’re looking at a whopping $4.1T CAPEX for data center infrastructure! ⚡️ 2️⃣ To cover just operational costs and wear-and-tear, we're talking about needing nearly $3.1T with a 20% margin (that’s $2.6T expenses and $0.6T profit). But is that enough? 😲 3️⃣ Over at VC Happens, they’ve crunched some numbers on how much revenue is needed to pay back that CAPEX: ▪️ ($2.6T + $0.6T) + ($4.1T + $0.8T) = $8T ▪️ Without margin, it’s still a staggering $6.7T. That’s mind-boggling! Can the industry even rake in that kind of cash? It sure seems like an uphill battle! What do you think? 🏔💭 👉 Check out the full analysis here: https://vchappens.substack.com/p/data-centers-4-trillion-capex-expected
🚀💰 Get ready to be blown away! $4T in data center investments is expected by 2026-2030
19 декабря 202519 дек 2025
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