Neoclouds and Why AI Compute Demand has…

Mar 20

Demand is compounding faster than any balance sheet — including trillion-dollar hyperscalers — can absorb

3 Comments

I look forward to your articles! Insightful to read, easy to understand.

Thank you so much Vatsal! Appreciate the kind words.

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Apparently made some progress on this new MTIA iteration but seems a few years away, no?

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