Mr_patience_MAN
Oct 3, 8:07 AM
$FRMI I know I’m late to this, but after looking at TensorWave’s funding and size, the ~
$433M/year average commitment to Fermi over 15 years just doesn’t sit right with me.
Could this deal have been made with the expectation that AMD would eventually step in to support the credit gap? Someone once said the plan was to “bring AMD to the table.” Looking at the numbers now, I wonder if there was something to that.
AMD as guarantor is still speculation, of course.
Fermi was also talking in 2025 about deploying at least 1GW by the end of 2026. Looking back, almost every part of their roadmap feels extremely aggressive.
Could that same aggressiveness be reflected in this deal — sign something enormous first, then bring in an investment-grade company to make it work?
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