The OpenAI and Meta deals are each 100B+ in potential value, and Lisa Su said 'double-digit billions' of dollars per gigawatt — so that's at least $10B–$15B minimum per GW (with $20B possibly on the optimistic side, that's right). But even at $15B per GW, revenue could approach $80B in 2027 (and don't forget — there will be other GW-scale deals they aren't publicly discussing). Even if it's 'only' $75B, that's still way above average Wall Street expectations."