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Babyfolio
@babyfolio
Software engineer & Investor for 10+ years managing generational wealth for my 2 babies. Covering AI infrastructure. ↓ My Portfolio & Real-time Trade Alerts ↓
가입 February 2021
576 팔로잉 중    57.4K 팬
This is very similar to memory right now because of the supply constraints. Compute is in extremely high demand, and when customers are willing to pay these prices, it gives me a pretty clear signal that the ROI is there. That's exactly why I see $NBIS as one of the most lucrative stocks in the market right now.
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The GPU market right now is pure financial engineering. You can't get them on demand. So you sign a 3-year contract. But to get that contract, you need to put 30% down upfront. Most companies can't do that. So they find someone who can. - that person puts down your 30% - you sign the 3 year contract - your payments cover the entire cost of the GPU plus some - the person who put down your deposit owns the gpu outright So basically they took on zero hardware risk, got paid back entirely through your contract, and even kept the asset at the end. It's not a chip shortage anymore. Everywhere I see it's a capital access problem. If you have the 30% money, you're literally printing it right now. If you don't, you can't even get in the door.
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