Ray Wang
@rwang07
Analyst @SemiAnalysis_ / fundamental research on AI infra/semis.
"when your motivation runs low, your discipline takes over"
参加 February 2017
2.4K フォロー中 32.3K ファン
$GOOGL and $BX to Create $5B New AI Cloud Company Using TPU, per WSJ.
Aims to bring 500MW of capacity online in 2027.
