Ray Wang
@rwang07
Analyst @SemiAnalysis_ / fundamental research on AI infra/semis.
"when your motivation runs low, your discipline takes over"
Joined February 2017
2.4K Following 32.3K Followers
$GOOGL and $BX to Create $5B New AI Cloud Company Using TPU, per WSJ.
Aims to bring 500MW of capacity online in 2027.
