Carmen Li
@carmenli
Dual CEO of Compute Exchange and Silicon Data, ex-Bloomberg, ex-DRW, also mother of two amazing girls 👧 👧
加入 April 2009
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. @stevehou yelled at me for posting this at 1 am ET 😂
can’t believe he has the energy to yell at me when he’s this sick…. I am reposting it to make it up to him
An AI cloud operator can sell years of compute capacity and still struggle to finance delivery.
The squeeze I’m watching: customer prices fixed before funding is secured.
A thread on the financing gap behind AI compute contracts.
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