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@matthew_sigel (2) At $10M per new build, that 162 MW increase would have cost roughly $1.6B over the two years, meaning they spent $4.4B on their existing portfolio, or OVER $1M per year per MW. The financials for $EQIX and now $CSQR show similar figures. @matthew_sigel (3) So let’s just drop the Big Lie that there is no/minimal maintenance capex for colocation data centers. And with the cost of labor/materials going up rapidly for new builds, so will maintenance capex costs rise as well. $WULF $CIFR $APLD $IREN