Blockspace
@blockspace
Compute's daily publication covering the companies financing, powering, and building the AI infrastructure boom.
Live weekdays at 1p EST
Joined February 2018
236 Following 13.7K Followers
"In some ways $CRWV is already forward hedged for compute" says @BrettHarrison
This is why the volatile GPU-hour indices aren't highly correlated with neocloud stocks right now, when you otherwise *think* they'd be.
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