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Technology Stocks : AMD, ARMH, INTC, NVDA

AMD 233.54

-1.8%

Nov 7 9:30 AM EST

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To: Joe NYC who wrote (71554)	10/14/2025 4:39:53 PM
From: Joe NYC	Read Replies (2) of 72212

re: Any ideas what percentage of 1 GW this amounts to? Apparently, this is 0.5 GW for 50K GPUs. Then 100k GPUs for 1 GW. Also, if 1 GW is $15B to $20B, than this would be $7.5B to $10B. So if this gets delivered within a span of ~ 3 quarters, it would amount to $2.5B to $3.3B of additional revenue per quarter. That's quite big, especially looking at it from current datacenter GPU revenue.

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