“Fitch is doing the rating work right now, and they have an open consultation, which basically means they're trying to figure out which end is up because no one's ever securitized compute.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Scott Stanford
PredictionNot checkable as stated
Stanford: The concept of websites will disappear very quickly
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AssertionSupported
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“None of this goes back to NVIDIA. This is why Jensen's brilliant. He basically set this up as SPVs that will basically borrow against the taker pay agreements of the off takers of the neocloud guys that are saying we're all going to need 3000 dollars a month f…”
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AssertionSupported
Stanford: Google Gemini just reached one billion users
“I mean, Gemini just hit a billion users.”
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AssertionSupported
Stanford: Nvidia H100 rental rates plunged from $8 to $2 per hour
“Like, the H 100 used to be eight bucks, or something like that, per hour, like two years ago, and now you can get it for two bucks.”
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AssertionPartly supported
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