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tae kim@firstadopterMorgan Stanley: "Our highest conviction view: the demand for compute is likely to significantly exceed supply for many years to come." "We are fundamentally bullish on the rate of improvement in AI capabilities, the benefits of AI adoption, and associated capex." "The ROI on…
tae kim@firstadopterREPEAT AFTER ME. INFERENCE IS WILDLY PROFITABLE.
tae kim@firstadopterMorgan Stanley says GPU cloud business is extremely profitable. "We see hyperscaler GPU rental businesses generating 70% incremental margins and 30%+ ROIC"
tae kim@firstadopterWhat if the GPU cloud business everyone is skittish and worried about is an incredibly profitable and good business?
tae kim@firstadopterMorgan Stanley: "Our highest conviction view: the demand for compute is likely to significantly exceed supply for many years to come." "We are fundamentally bullish on the rate of improvement in AI capabilities, the benefits of AI adoption, and associated capex." "The ROI on…
tae kim@firstadopterREPEAT AFTER ME. INFERENCE IS WILDLY PROFITABLE.
tae kim@firstadopterMorgan Stanley says GPU cloud business is extremely profitable. "We see hyperscaler GPU rental businesses generating 70% incremental margins and 30%+ ROIC"
tae kim@firstadopterWhat if the GPU cloud business everyone is skittish and worried about is an incredibly profitable and good business?
