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by HarHarVeryFunny
4 days ago
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Datacenter is an ok business, but as you say it shouldn't be getting the same growth multiple (P/E) as a high margin rapidly growing software business. There is also a question of how sustainable this datacenter rental demand is. It would seem unexpected if Anthropic and Google continue renting from SpaceX for more than a few years, and both contracts can be cancelled with 90 days notice. |
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