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People · Matthew Sigel · Artificial Intelligence

What Matthew Sigel has said about artificial intelligence

Matthew Sigel, head of digital assets research at VanEck. 2 statements from October 12, 2026 to October 15, 2026, each quoted word for word from the original and checked before publication. Newest first.

  1. October 15, 2026 · on X
    “Blackwell Ultra (B300) GPU rental prices up 17 consecutive days to a new all-time high, according to Compute Desk's index of verified transactions from U.S. neoclouds.”

    Matthew Sigel Reports Blackwell Ultra GPU Rental Prices at New All-Time High →

  2. October 12, 2026 · on X
    “BTDR announced another 8-year agreement for the Malaysian facility they are leasing, which brings them to 333.5MW secured of 350MW target to deliver by 1Q28. with ~30MWs contracted currently from customers. In our model we get to ~$7B in AI Cloud revenue for FY28, with big step up exiting 2027, assuming stable pricing from most recent deal from last month at $22M per MW. The Norway MWs require capex to build out, but the others are leased sites with the main capex being GPUs”

    Matthew Sigel Projects BTDR to Reach $7 Billion in AI Cloud Revenue by FY28 →

Statements are reported from Matthew Sigel’s own public posts and appearances, quoted verbatim, checked against the original before publication, and linked to it. Inclusion is editorial and not an endorsement of any view, product, or asset. Full profile: Matthew Sigel. The beat: Artificial Intelligence.