JT
@lokoyacap
I invest in Global Technology across sectors and geographies.
1.4K Following 5.5K Followers
So spcx did another mega compute deal a week ago per CFO at GS today ($13B/ARR) and it doesn’t even make the news? 😂
You can love or hate the $nvda deals, up to you. But what's clear is they have mostly shifted in recent months away from simple 'ecosystem support' towards hard supply agreements. By doing so, he's literally telling you 1) that the shortages are getting worse (hence, him doing more of these deals) and 2) specifically where the various shortages are most severe. I don't think he could be any more transparent as to what is going on.
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