Jim Liu
@jiahanjimliu
8/4: 96.44% IREN, 1.78% OUST, 1.72% TSLA, 0.05% META
가입 November 2016
894 팔로잉 중 36.5K 팬
Neoclouds: Nvidia Reserving Powered Datacenter Capacity to Sublease
Nvidia is now buying datacenter capacity so it can sublease it out to it’s Neoclouds in the future.
This seems to me a play to carve out market share in power away from XPU (ASICS) and AMD.
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