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by burnerRhodov3
1 day ago
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$2.5B a month for a $12B (collosus 1) buildout is very high margin? Electricity is about 15% of opex... Microsoft and Amazon are able to strong arm Open AI and Anthropic into giving up huge chunks of equity for their neoclouds, and have also made hundreds of $B's once they IPO? Coreweave is projecting $30B in CapEx to fulfill $99B in annual rev. Where are you getting the 15% margin from? Can you provide any sources where thats the case? Because all the neo clouds are making insane amounts of money from what i can see. Also, Terrafab is not about margin but access. TSMC is perpetually booked out for 2-3 years in advance. |
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