Interesting analysis by ent market cap (Wells Fargo / Feb 2026): 🔴 Oracle: 11GW / $0.46T = 23.9 GW per $T ⬛ Meta: 21GW / $1.79T = 11.7 GW per $T 🟧 Amazon: 29GW / $2.60T = 11.2 GW per $T 🟦 Alphabet: 35GW / $3.83T = 9.1 GW per $T 🟩 Microsoft: 27GW / $3.53T = 7.6 GW per $T

Interesting analysis by ent market cap (Wells Fargo / Feb 2026):
🔴 Oracle: 11GW / $0.46T = 23.9 GW per $T
⬛ Meta: 21GW / $1.79T = 11.7 GW per $T
🟧 Amazon: 29GW / $2.60T = 11.2 GW per $T
🟦 Alphabet: 35GW / $3.83T = 9.1 GW per $T
🟩 Microsoft: 27GW / $3.53T = 7.6 GW per $T

— Abhay 🇸🇬🇮🇳 (@Abhay08)
Mar 15, 2026

Interesting analysis by ent market cap (Wells Fargo / Feb 2026): 🔴 Oracle: 11GW / $0.46T = 23.9 GW per $T ⬛ Meta: 21GW / $1.79T = 11.7 GW per $T 🟧 Amazon: 29GW / $2.60T = 11.2 GW per $T 🟦 Alphabet: 35GW / $3.83T = 9.1 GW per $T 🟩 Microsoft: 27GW / $3.53T = 7.6 GW per $T

An excellent surface-scratcher on datacenter networking stack. Devil is always in the details #iykyk https://t.co/tjBehNsfuM

RT @balajis: I’m going to make some obvious points. (1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and ma…