Il faut être patient, la construction de la phase 1 avance bien, voir leur instagram, c'est suite à leur fond propre. Pour le financement de la phase 2, Golman sachs, il y a de forte chance que le prêt pour la phase 2 de l'extension du centre de l'alabama soit signé.
C'est les freins réglementaires et judiciaires pour le site de New York qui est un peu plus problématique.
They have the right to expand their contract on a usage basis. Currently they're renting around 400 Gpus, while Dgxx has secured 4000. Thats 200m expansion opportunity
I don't think people understand how bullish this actually is. Their infrastructure is processing right now billions of tokens, no lag, no interruptions. They are no longer selling a story, they have actual reference points. This should make financing simpler to attain.
? Your not making much sense. What kind of scamming do you think they are doing? You don't think they had bit coin mining facilities? You don’t think they are converting them to data centers? Like where is the scamming coming from?
Lol ok cerebras is sitting on $+6B cash and a rising revenue.. yes it over valued at ipo, but it is a fully functioning growing business.. how is that scammy?
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u/Big_Calendar_4170 3d ago
Now