SemiAnalysis
@SemiAnalysis_
加入 January 2024
34 正在关注 168K 粉丝
SpaceX 10GW in 2027 – Why It’s Real,
Will Drive $500B ARR for SpaceX,
and Why Microsoft Will Be the Largest Offtaker
Inference at 100B/GW/year, SpaceX's stellar pace,
Microsoft's 10GW 2026 Awakening,
Azure Can Grow Tiple-Digits
显示更多
