Although price action has been a bit weak today, some very bullish datacenter/capex news over the past 24 hours...
- $IREN(IREN.US) signed $2.8B of deals with AI labs, bullish compute- Kimi K3 said over the weekend they are pausing subscriptions because of demand which seems to be entirely consumer and not enterprise yet, bullish compute- $Hut 8 Mining(HUT.US) got a 15-year $9.8B deal today, bullish compute- $Microsoft(MSFT.US) is expanding their partnership with $AMD(AMD.US) and buying more chips, bullish compute- The Information reported that $Alphabet(GOOGL.US) is developing a new chip to use in-house called Frozen V2, they will have to use many of the chip suppliers in the stack to build more chips, bullish compute The CapEx sentiment shift hasn't gone back to normal and Google earnings this week will be the first test to reaffirm the market's expectations of capex, but plenty of new deals and announcements that continue to be bullish on compute constraints and the trade associated with them overall.Source: amit
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments