incremental revenue from bringing 200 MW online ~6 months early, undiscounted gross (~$10–13B/GW/yr basis); the same source's discounted figure is an NPV of ~$400–500M (contested — single-source)
~$1.2–1.3B gross (NPV ~$450–500M)estimatecontested
| Value kind | estimate — Interpret this value according to its displayed kind, scope, source, and as-of date. |
|---|---|
| Caveat | Contested, and the spread is wider than any single source: a primary SEC-filed 200 MW AI-cloud contract implies ~$9.7B/GW/yr, SemiAnalysis put it at ~$10–12B/GW/yr in 2025 and ~$12–13M per MW-year (~$12–13B/GW/yr) in June 2026. Contract mix, tenancy and utilization move it materially — treat as an order-of-magnitude denominator, not a rate card. |
| As of | 2026-06 |
| Source | SemiAnalysis · Crusoe and xAI: bridge power deployment; states that 200 MW online six months early can net $1–1.2B |
| Review | checking…review by 2026-08-25 · fast cadence |
| Recorded changes | last 2026-09-01 · 3 revisions tracked |
| Claim id | incremental-revenue-from-bringing-200-mw-online |
Where the guide uses it
← Full numbers register — every date-stamped figure in the guide, with revision history.