Power access and the competing risks for Nvidia and miners
One post argues Nvidia faces a greater risk of missing estimates because customers cannot get power than miners face of failing to lease their megawatts.
TLDR
A September 18, 2026 post argues that power access for Nvidia’s customers poses a bigger risk to Nvidia meeting estimates than leasing megawatts poses to miners. The author also says a reassessed base case implies roughly 83% average upside across their powered-land holdings.
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