Jun. 1 at 3:41 PM
$RUM DIDN’T HIRE A 20-YEAR INTEL DATACENTER VETERAN AS CFO JUST TO RUN A SMALL VIDEO SITE
MIKE MASCI RAN REAL AI / CLOUD P&Ls AT
$INTC — THAT’S THE KIND OF OPERATOR YOU BRING IN WHEN YOU PLAN TO SCALE DATA CENTERS, NEGOTIATE BIG IRON DEALS, AND SIT ACROSS THE TABLE FROM HYPERSCALERS
$INTC IS ACTUALLY THE PERFECT TYPE OF PARTNER FOR THE
$RUM HYPERSCALER MOVE
CHIP ROADMAP, FOUNDRY AMBITIONS, AND MASSIVE AI SERVER ASPIRATIONS ON ONE SIDE
24K+ GPUS, 9 DATA CENTERS, AND SOVEREIGN CLOUD AMBITION ON THE OTHER
$MSFT $AMZN $SPY