Vih Sat

[Vih Sat @VihSat]

@sabeer 🙄🙄 ha ha ...talk about lack of self awareness ...daily lectures for Bhatia

[Vih Sat @VihSat]

@dancanvell That post is from a fake account in Australia

[Vih Sat @VihSat]

@HenryMacAngus @ARBAyala 1. 🫡🙄🙄; 2. You should immediately let Sundar Pichai, Arvind Krishna, Sanjay Mehrotra, Satya Nadella, Vinod Khosla, Nikesh Arora etc. know that they are below the standards of Arizona State. Also, inform the Boards of all the publicly companies/VCs etc. that they head 👍👍

[Vih Sat @VihSat]

@Iamsamirarora @PositiveGamma Can you explain this a bit more? Let's assume I am a foreign investor and I have $1 million. How will the return be 15% to 25%? Thanks

[Vih Sat @VihSat]

@TedPillows Margin calls. And maybe cash / govies

[Vih Sat @VihSat]

@Invincible39 This account is based in India 🤔🤔🫡🫡

[Vih Sat @VihSat]

@wittysiddharth Beer is very cheap in Japan

[Vih Sat @VihSat]

@Brutal_Realist_ @muheediva01 People will stop building new places (because banks stop financing); old places will start deteriorating. See what happened when St. Paul passed the strictest rent control in the US. New construction tanked 80%. City shit their pants in 1 year
https://t.co/Ljke3IsFxC

[Milk Road AI @MilkRoadAI]

Goldman Sachs just dropped the most precise map of where $7.6 trillion is going over the next five years and it tells you exactly which companies are standing in the middle of an unavoidable flood of capital (Save this).

The numbers are worth understanding precisely before talking about who benefits.

Goldman's baseline projects $765 billion in AI capital expenditure in 2026 alone, growing to $1.6 trillion annually by 2031.

Over the full 2026 to 2031 period, cumulative spend breaks down to $5.1 trillion in compute, $2.1 trillion in data centers, and $358 billion in power.

Nvidia is assumed to command 75% of all compute spend throughout the period, using the Rubin VR200 chip at $80,500 per GPU as the baseline.

The data center specification charts reveal how dramatically physical requirements are escalating.

A standard cloud data center runs 5–15 kW per rack while a transitional Blackwell era AI data center runs 130–200 kW per rack.

The AI factory of the future, running Rubin and Feynman silicon operates at 500+ kW per rack, at greater than 1 gigawatt scale, with liquid cooling only.

Traditional hyperscale data centers cost roughly $10 million per megawatt to build while the next generation AI data centers are being discussed at $15 to $20 million per megawatt.

Goldman identifies silicon useful life as the single biggest swing factor in the entire model.

At a 3-year replacement cycle, cumulative compute depreciation hits $3.99 trillion and at 7 years, it drops to $2.23 trillion, a $1.76 trillion difference on one assumption alone.

Power is only $358 billion of the total, but Goldman is explicit, it is the only component that can prevent the other 95% of the stack from deploying.

Amazon's Andy Jassy put it, "Our single biggest constraint is power." Connecting large data centers to the grid takes years.

Now here are the companies standing directly in the path of each layer of this capital.

Nvidia is still the most concentrated bet on the compute layer.

At 75% of $5.1 trillion in compute spend over six years, that is $3.8 trillion in cumulative revenue flowing through one company's products.

The 75% gross margin on data center GPUs is the reason every hyperscaler is trying to build custom silicon to escape it while simultaneously continuing to buy Nvidia because nothing else performs at the same level.

Vertiv is the direct infrastructure play on the data center upgrade cycle.

Every rack going from 40 kW to 500+ kW needs liquid cooling systems, power distribution, and thermal management infrastructure that simply did not exist at prior density levels.

Vertiv just deepened its liquid cooling capabilities through a strategic acquisition and was named a key partner on Hut 8's large AI-focused Texas data center campus.

The liquid cooling market is growing from $5.5 billion today to $15.75 billion by 2030, and Vertiv is the dominant provider in that market.

Vistra is the power thesis in its most direct form.

The $358 billion power segment is the critical path for the entire $7.6 trillion, and Vistra has spent the last 18 months locking up that critical path through long-term nuclear power purchase agreements.

Vistra secured a 20 year agreement with Meta for over 2,600 MW of nuclear energy, plus a separate deal with AWS from its Comanche nuclear facility.

Goldman Sachs and Jefferies both upgraded the stock after the Meta deal was announced.

The architecture of this trade is simple.

Goldman's model is not a prediction of whether AI spending happens but rather a model of the minimum physical capital required to deploy infrastructure that has already been contracted, already been announced, and is already under construction.

The compute layer requires the chips, data center layer requires cooling and power infrastructure and the power layer requires nuclear at scale on multi-decade contracts.

All three layers are being funded simultaneously, and all three have identifiable public companies sitting directly in the path of the capital.

Come join Milk Road Pro and get our full $7.6 trillion infrastructure breakdown which names across compute, data centers, and power we're currently positioned in and our full thesis on the AI trade.

Link below!

[Vih Sat @VihSat]

@lexetscientia @realJeremyCarl Ok. Seems reasonable. In that case, I believe Jeremy wants an immediate 100% ban on all illegal immigrants for any farm work with strict punishment for any farmer of agricultural business that hires them (including criminal penalties for the farmers). That should be fine

[Vih Sat @VihSat]

@SRPostX @POTUS Your account is based in Australia

[Vih Sat @VihSat]

@RealCalvin1 Do is to go to a local community meeting and see the vociferous protest anytime new multifamily is proposed. Also, a lot of people have been using the homes as piggy banks and borrowing money to spend/invest elsewhere 4. Insurance companies want higher prices - more premium(s);

[Vih Sat @VihSat]

@RealCalvin1 Who should feel happy paying them etc.; 3. Middle class and upper middle class want higher prices. A home is one of the biggest investment for most families. They fight tooth and nail anytime anyone proposes multi family development near their homes. All you have to do is to 4/

[Vih Sat @VihSat]

@NigBaby69 @kimbe86058 @realJeremyCarl "you foreigner leeches"? 🫡🤔

[Vih Sat @VihSat]

@lexetscientia @realJeremyCarl Ok ..so where do they end up? Pray tell us ..

[Vih Sat @VihSat]

@kimbe86058 @realJeremyCarl Hard data will be the inflation numbers which will stay above 2% in a stubborn manner. It is a silent tax that robs the bottom half of society. The full effect is felt as time progresses.

[Vih Sat @VihSat]

@asglidden @realJeremyCarl I don't know who is picking the cotton. What I do know is that a disproportionately large amount of time was spent during the last election discussing tomatoes at $5/lb, beef at $6/lb and eggs at $8/dz. Raging inflation is a major reason when power gets flipped. Cost of living?