Shay Boloor(@StockSavvyShay):Great analogy of how running a GPU cloud is “like running a Formula One team” because securing land and power is one thing but bringing thousands of GPUs online and keeping them running is a completely different challenge. And with delays potentially costing customers millions per day while financing gets tighter I think more GPU capacity will flow toward proven operators like $CRWV, $NBIS and $SPCX rather than companies simply sitting on land and power.

Shay Boloor

@StockSavvyShay

Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA

参加 February 2019

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Shay Boloor@StockSavvyShay

2026.10.27 20:01

Great analogy of how running a GPU cloud is “like running a Formula One team” because securing land and power is one thing but bringing thousands of GPUs online and keeping them running is a completely different challenge. And with delays potentially costing customers millions per day while financing gets tighter I think more GPU capacity will flow toward proven operators like $CRWV, $NBIS and $SPCX rather than companies simply sitting on land and power.