Coreweave +300% since IPO. Token consumption at Microsoft an

Coreweave +300% since IPO. Token consumption at Microsoft and others is going 500% a year. Arizona TSMC builds are slow. GPU supply can only handle 200%ish token growth 
That 300% gap is big. It’s the opposite of the deepseek bear case. Very good for long tail infra bets

Αποποίηση ευθυνών: Περιλαμβάνει γνώμες τρίτων. Δεν είναι οικονομική συμβουλή. Ενδέχεται να περιλαμβάνει χορηγούμενο περιεχόμενο. Δείτε τους Όρους και προϋποθέσεις.

Coreweave +300% since IPO. Token consumption at Microsoft and others is going 500% a year. Arizona TSMC builds are slow. GPU supply can only handle 200%ish token growth

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.css-1iqe90x{box-sizing:border-box;margin:0;min-width:0;color:#EAECEF;}Coreweave +300% since IPO. Token consumption at Microsoft and others is going 500% a year. Arizona TSMC builds are slow. GPU supply can only handle 200%ish token growth

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Τελευταία νέα

Coreweave +300% since IPO. Token consumption at Microsoft and others is going 500% a year. Arizona TSMC builds are slow. GPU supply can only handle 200%ish token growth