AIPower 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.
Combined views
77.6K
2 Sources, first seen 1d ago
306 likes
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.