Blockspace
@blockspace
Compute's daily publication covering the companies financing, powering, and building the AI infrastructure boom.
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加入 February 2018
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Morgan Stanley thinks the powered shell provider (PSP) stocks offer a very attractive risk-reward skews, with underlying high value not reflected in current valuations ⚡️
Overweight: $WULF $HUT $RIOT $GLXY $CIFR
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MORGAN STANLEY PROJECTS 43 GW NET SHORTFALL OF DATA CENTER DEMAND
If considering global solutions, the firm still projects a 38 GW shortfall which is 33% of demanded power.
$IREN $CIFR $HUT $SLNH $CLSK $WULF $NBIS
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