zingzy
09-21 21:24

$CoreWeave, Inc.(CRWV)$ IREN was talking about compute rates of 20 paying back in 3 years. CoreWeave just signed 40M per MW, and Mush mentioned as high as 50. NeoClouds with a lot of capacity should be going ballistic. CoreWeave already has almost as much capacity up as SpaceX.

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