RAX Finance
@RaxFinance
The Capital Markets Layer for AI Compute.
Making compute fungible and tradable.
Backed by @HashKey_Capital & @FBGCapital
Joined December 2024
259 Following 74.6K Followers
Compute is being planned on a multi-year horizon.
Chipmakers are already securing EUV tools for 2029 and 2030.
ASML says customers are asking for more machines every day, even as 2027–2028 capacity expands.
The industry is locking in the manufacturing base for the next wave of AI capacity years in advance.
Via @wallstengine
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