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Daniel @danielisdizzy · 02 Sep 2026

@danielisdizzy $NBIS math checks out on paper. The gap: only 800MW-1GW of that 5GW actually gets connected by year end. Deployment after that is guided at 1GW a year starting 2027. Getting to 4GW live by 2029 means outrunning their own build pace for three straight years.
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