CAPEX / CAPACITY
~$145B for ~6.5GW
BofA's supplied estimate pairs a large capital program with a clearly stated compute-capacity target. Dividing the two yields the unit view.
Infrastructure reading
More compute. Less assumed cost.
The supplied note frames Meta's AI infrastructure build as a cost surprise: roughly half of what Wall Street expected, with a large capacity plan underneath.
22B/GW
Approximate implied unit cost from the supplied figures: $145B divided by 6.5GW equals about $22.3B per GW.
The arithmetic makes the thesis legible.
Three visible numbers do the work. The result is a transparent calculation, not a live estimate or an independent forecast.
UNIT VIEW
≈ $22B per GW
The post already rounds to this figure. The dashboard shows the unrounded arithmetic as a check.
CONTEXT
Roughly half expected
“Half the cost Wall Street expected” is preserved as the post's framing. No consensus number is invented.
Check the math
Run the lens.
$22.31B/GW
145 ÷ 6.5 = 22.31. This is arithmetic on the supplied BofA figures, not a live market claim.