ComputeTheFuture
Nov 11, 12:00 AM
$AGPU listened to CoreWeaves ER today, it’s refreshing to hear them say they are NOW structuring contracts with considerable customer prepayments. (They learned that the hard way, excessive debt is not the answer)
Axe has been doing that since day 1 and will continue to do that, putting them way ahead of the curve.
We just need the execution follow through. Hopefully a status update on the cluster builds comes out soon. Haven’t heard much since last ER.
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