GPU alt clouds
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Oct 31, 2024 by Erik Bernhardsson · across every show →
Everything said about GPU alt clouds, oldest first
Oct 31, 2024 negative
Bernhardsson: GPU alt-clouds are real estate businesses adding little stack value
“It's like sort of like almost like real estate, right? Like they own sort of, you know, real estate and they rent it out, arguably sort of, you know, we work, you could say, if you want to be, you know, a little cynical, but like not a ton of value, like highe…”