Edge Lab
See the capacity, timing, contracts and financing that a valuation appears to require — and how much of it the evidence already supports.
Advanced assumptions Every input, with where it comes from
Which companies can be modelled
Two contracts disclose both value and term, so revenue per MW is derived rather than assumed.
The Anthropic lease discloses value, megawatts and a 20-year initial term.
All five campus leases disclose value, megawatts and a 15-year initial term.
CoreWeave reports customer commitments as a dollar backlog with no megawatt or term breakdown, so a per-MW revenue rate cannot be derived from disclosure.
The Meta agreement discloses dollars but not megawatts, and part of the headline value is conditional. No rate can be derived.
Keel has no announced customer lease, so there is no contract from which to derive a rate.
A company is modelled only where a contract discloses value, megawatts and term together, so the revenue rate is arithmetic rather than assumption. No peer average is ever substituted.
Market odds
What is the modelled chance of reaching a target by a date?
Advanced assumptionsVolatility, drift and price source
Method. Close-to-close log-return standard deviation on Adjusted daily closes, annualised by sqrt(252) trading days. When historical closes are unavailable from the data provider, the calculator falls back to a per-ticker typical volatility and says so beside the input. A fallback is never presented as a measured figure. Lognormal random walk, no jumps. Not options-implied and not advice.