Simon Taylor
@sytaylor
Nerd in AI and Finance. Ranting @ - Views 100% my own
加入 January 2009
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The backlog can be committed
But if the GPUs aren't plugged into power the revenue never shows up
And the growth slows down
Which is exactly what eventually broke the housing market...
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never been such a gap between "backlog" vs. real, delivered revenue in technology as for AI infrastructure
credit peeps just want IG 5Y contracts but they will be surprised by delays, failures and fraud by every clown & their mother that thinks they can run a datacenter now
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