Saturday, July 30, 2011
Subscribe to:
Post Comments (Atom)
Neocloud Depreciation Might Matter, But Perhaps No More Than Supply and Demand
Depreciation schedules do not often assume strategic importance, but for neocloud suppliers of artificial intelligence “compute as a servi...
-
We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
-
It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
-
Financial analysts typically express concern when any firm’s customer base is too concentrated. Consider that, In 2024, CoreWeave’s top two ...
No comments:
Post a Comment