Spot Is Four Times The Hurdle: What $50 Billion-A-Gigawatt Neocloud Rents Say About The AI Revenue Gap
Spot Is Four Times The Hurdle: What $50 Billion-A-Gigawatt Neocloud Rents Say About The AI Revenue Gap
In the AI trade, everyone wants to know what a gigawatt is worth.
Thanks to a chart buried on page 7 of Goldman's latest SpaceX note, we now have an answer, or rather three of them...