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Amoeba Farm
@AmoebaFarm
Commoditizing Compute Infrastructure
参加 June 2026
5 フォロー中    1.2K ファン
General Compute just raised a $100m Series A. Its valuation was $60m in May compared to $800m now. ~13x in about five months. They're funding it with up to $400m of debt to buy SambaNova chips. In the same week, it was reported that CoreWeave sat at a 12-month low. And @elonmusk predicted "guppy-level death" for 200+ neoclouds. So, what's the moral of the story here? When investors can't agree on what compute is worth, compute carries price risk. Debt-financed chips are collateral, and lenders need a mark on that hardware, not a guess. Inference is spreading across more silicon from Nvidia rivals. Different chips, same building blocks underneath: memory and storage. That's where we come in. Transparent oracle prices for compute components. $RAMX (memory) and $NANDX (storage) are live today, with more components coming. No matter which side of the neocloud debate you fall on, one thing is certain: compute prices change. Amoeba Farm lets you trade that change and rewards you for being right.
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