SemiAnalysis
@SemiAnalysis_
参加 January 2024
35 フォロー中 167.9K ファン
SpaceX 10GW in 2027 – Why It’s Real,
Will Drive $500B ARR for SpaceX,
and Why Microsoft Will Be the Largest Offtaker
Inference at 100B/GW/year, SpaceX's stellar pace,
Microsoft's 10GW 2026 Awakening,
Azure Can Grow Tiple-Digits
もっと見る
