GPU cloud infrastructure providers
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 16, 2024 by Tomasz Tunguz · across every show →
Everything said about GPU cloud infrastructure providers, oldest first
May 16, 2024 neutral
GPU cloud providers resemble REITs, requiring heavy debt and Nvidia ties
“I think you really need to be pretty sophisticated when it comes to financial engineering, what kind of debt products that you use. Kind of like a REIT, a real estate investment trust, and that you'll, you'll produce really good profits, but you need a lot of …”