Demand is compounding faster than any balance sheet — including trillion-dollar hyperscalers — can absorb
I look forward to your articles! Insightful to read, easy to understand.
Thank you so much Vatsal! Appreciate the kind words.
I thought this was a good article until I read the part about Meta’s silicon status. If you’re unfamiliar with the actual status of that project, it makes me hesitant on the other assumptions you’re basing your insights from.
Apparently made some progress on this new MTIA iteration but seems a few years away, no?
I look forward to your articles! Insightful to read, easy to understand.
Thank you so much Vatsal! Appreciate the kind words.
I thought this was a good article until I read the part about Meta’s silicon status. If you’re unfamiliar with the actual status of that project, it makes me hesitant on the other assumptions you’re basing your insights from.
Apparently made some progress on this new MTIA iteration but seems a few years away, no?