Carmen Li
@carmenli
Dual CEO of Compute Exchange and Silicon Data, ex-Bloomberg, ex-DRW, also mother of two amazing girls 👧 👧
参加 April 2009
377 フォロー中 6.7K ファン
An AI cloud operator can sell years of compute capacity and still struggle to finance delivery.
The squeeze I’m watching: customer prices fixed before funding is secured.
A thread on the financing gap behind AI compute contracts.
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