가입 후 초대 링크를 공유하면 동영상 재생 및 초대 보상을 받을 수 있습니다.

Daniel Romero
@HyperTechInvest
Analyst. Semiconductors, data centers & physical AI. Portfolio and investment theses on Substack Join 14,000+ readers:
가입 April 2024
348 팔로잉 중    47.1K 팬
$IREN achieved NVIDIA-verified Exemplar status on a 19k GB300 cluster in a record 14 months And that was their first cluster at scale $CRWV, Crusoe and Boost Run don't have Exemplar status on GB300s Yet I'm supposed to believe $IREN is helpless at deploying clusters?
더 보기