Data Center Nvidia Deal Upgrade Simulator

Double Upgraded (Overweight)
Infrastructure & Multiple Inputs JPMorgan Thesis Modeling
CNBC / JPMorgan Thesis Rationale: Secured tier-1 Nvidia accelerated computing cluster long-term power allocations lock in guaranteed 70% EBITDA margins and trigger institutional re-rating from 14.5x to 22.0x.
Valuation Bridge & Re-rating Impact Double Upgraded (Overweight)
Projected Annual Revenue $550,000,000 250 MW @ $2.20M/MW
Projected EBITDA (70% Margin) $385,000,000 High-density AI workloads
Base Valuation (14.5x) $5,582,500,000 Pre-deal colocation baseline
Upgraded Valuation (22.0x) $8,470,000,000 Hyperscale AI infrastructure
Power Scale Annual EBITDA Base EV (14.5x) Upgraded EV (22.0x) Expansion Gain
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