Jan. 15 at 7:22 PM
$NUAI Potential Major Tenants for NUAI's Project Blizzard King:
Microsoft: Top speculation due to Azure-linked partnerships; a deal could confirm hyperscaler demand, sparking 50-100%+ gains like peers (e.g., APLD), with reratings to
$20+ targets on secured ARR and scalability.
Amazon: Massive AI capex (
$50B+ annually); lease would de-risk execution, attract institutional flows, and drive momentum amid 41% YTD stock rise.
$MSFT
Google Cloud: Expanding Texas footprint; announcement validates BTM model, enabling premium raises and multi-tenant growth, potentially multiplying EV 5-10x in 24 months.
$GOOG
Meta or Oracle: Similar AI infrastructure needs; any big-name tenant mitigates dilution risks, catalyzes FID in Q1 2026, and fuels hype in
$375B AI spend boom.
$META $ORCL
Overall, a tenant deal could transform NUAI from speculative to revenue-generating, with explosive upside if multi-phase commitments materialize.