Shay Boloor
@StockSavvyShay
Chief Market Strategist @FuturumEquities | Regular on @Reuters, @YahooFinance, @Bloomberg, @FoxBusiness, @SchwabNetwork & @Forbes | NIA
加入 February 2019
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$IREN CEO Dan Roberts just said “people worry about overbuilding but we can’t build fast enough” as customers prepay ~50% of GPU capex to lock in capacity.
That demand is showing up with 3-year AI Cloud contracts now pricing above $20M per MW.
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