Carbon Finance
@carbonfinancex
📊 Investing Visuals & Market Commentary
参加 February 2021
311 フォロー中 38K ファン
Elon trying to wipe out the neoclouds in one swoop 😂
$NBIS $CRWV $IREN
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
もっと見る
