Home
Subscriptions
Chat
Activity
Explore
Profile
Create
Make money doing the work you believe in
Start your Substack
Learn more
For you
Kakashii
May 8
Kakashii's Materials
Good Reminder for you all.
When Nvidia invests in a neocloud, and that neocloud uses the capital to buy Nvidia GPUs, and Nvidia then leases compute back from that neocloud, and that neocloud’s entire business model depends on Nvidia’s next generation allocation and continued support, Is that an arms-length transaction? Or is that a capacity swap with equity characteristics? Or maybe it is a company-SPV relationship? Or maybe it is all of them?
Kakashii
May 8
at
12:16 PM
Relevant people
Log in or sign up
Join the most interesting and insightful discussions.
Start your Substack
Sign in
Get app
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts