James Chanos
@RealJimChanos
参加 August 2024
512 フォロー中 68.8K ファン
Per my earlier posts…
Anthropic and OpenAI are now chasing 20 to 30 MW compute deals alongside gigawatt projects as “speed to usable capacity” becomes increasingly important.
That puts already energized sites in a way stronger position as labs look to take whatever capacity can come online fastest.
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