major public clouds
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 22, 2024 by Jared Quincy Davis · across every show →
Everything said about major public clouds, oldest first
Aug 22, 2024 neutral
Davis: Public clouds own only basis points of global GPU capacity
“What percentage of the world's GPU petaflock capacity, or exaflock capacity, is kind of owned by the major public clouds. And I've asked this many people, and I typically have gotten guesses, you know, in the high tens of percents, and the only time I got a lo…”