The market also needs to learn to differentiate among the business models of companies in “data centers”.
If the largest companies in the world now want to sell compute, that would logically increase demand for hard-to-find megawatts in an already constrained market. If a company has a 4.2GW portfolio of development sites and builds turnkey data centers for tenants (so the tenant can manufacture and sell compute), recent headlines seem very positive for such a company.
@CipherInc $CIFR