Um…
Shanaka Anslem Perera: The Megawatt Mirage: NVIDIA’s $4.5 Trillion Valuation Depends on a Grid That Cannot Deliver. Chips Ready. Software Ready. Power Infrastructure? Eight-Year Queue. Credit Markets? Flashing Red. The tweet version:
“Microsoft’s CEO admitted GPUs are sitting in warehouses unplugged.
Not demand. Not defects. Power.
Transformer lead times: 4 years
Grid interconnection queues: 8 years
NVIDIA backlog assumes: 18 months…
$4.5 trillion valuation depends on infrastructure that does not exist.
The chips are ready. The grid is not.”
Logisms
I like “everwhat” and “everwhen.” Just wanted to say that.
Still trying
“Life is a casino with no house, so go ahead and influence your own bets. The future is a black swan hatchery that will produce colors other than black and white. Every species is a mistake that works. Best to make new ones.” —The Intention Economy
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