@CryptoEthan It’s a fair point
Totally true that launching/ maintenance is exorbitant now, but the number makes more sense if you assume data centers down here get destroyed/ whatever political climate we get in 2028
While it’s true it sounds crazy, I don’t think you write it off as insane
@CryptoEthan To be fair I thought it was dumb at first too
But assuming the economics of actually getting them up in space make sense, there are some intelligent ways to keep the chips cold and solar for power, and avoids the masses throwing maltov cocktails at the ones down here
SemiAnalysis out with a note this morning expecting hyperscaler capex to be revised up and beat street expectations, as hyperscaler cloud revenue is accelerating and they are seeing positive ROI on cloud investments.