#cloudcompute
cloudcompute
1,455 views
9 Discussing
Hot
Latest
$META IS ACCELERATING AI CAP EX - HERE'S WHY THAT MATTERS ๐ฅ
Meta just secured over 5GW of capacity in H1 alone and is in final talks with Anthropic for Claude private instances. The market sold off AI cloud plays on the news, but SemiAnalysis sees this as a massive green light โ not a slowdown.
This isn't just another GPU buy. Meta is building its own AI model services platform, something similar to AWS Bedrock. If they package that as a service, they become a major distributor, not just a consumer.
The initial fear about "AI hash rate over-saturation" looks overblown when you see the actual demand flowing in. Are you positioned for the infrastructure buildout or still watching from the sideline?
Not financial advice. Always manage your risk.
#META #AI #CloudCompute #Breakout #Crypto
๐ฅ
Meta just secured over 5GW of capacity in H1 alone and is in final talks with Anthropic for Claude private instances. The market sold off AI cloud plays on the news, but SemiAnalysis sees this as a massive green light โ not a slowdown.
This isn't just another GPU buy. Meta is building its own AI model services platform, something similar to AWS Bedrock. If they package that as a service, they become a major distributor, not just a consumer.
The initial fear about "AI hash rate over-saturation" looks overblown when you see the actual demand flowing in. Are you positioned for the infrastructure buildout or still watching from the sideline?
Not financial advice. Always manage your risk.
#META #AI #CloudCompute #Breakout #Crypto
๐ฅ
$FET IS GETTING A MAJOR CATALYST FROM SOFTBANK'S AI INFRASTRUCTURE PLAY ๐
SoftBank just announced SB Neo, a US-based AI cloud venture targeting 10GW of compute by 2027-2028. This is the same kind of institutional demand that has driven NVIDIA's growth and now it's signaling capital flowing into the AI sector as a whole.
Decentralized AI networks like Fetch.ai could see indirect benefits as hyperscalers look for alternative compute sources. The GPU cloud beta in Japan proves SoftBank is serious about scaling AI services.
Are you positioning for the AI narrative shift or waiting for a pullback?
Not financial advice. Always manage your risk.
#FET #AIInfrastructure #Crypto #CloudCompute
๐ฅ
SoftBank just announced SB Neo, a US-based AI cloud venture targeting 10GW of compute by 2027-2028. This is the same kind of institutional demand that has driven NVIDIA's growth and now it's signaling capital flowing into the AI sector as a whole.
Decentralized AI networks like Fetch.ai could see indirect benefits as hyperscalers look for alternative compute sources. The GPU cloud beta in Japan proves SoftBank is serious about scaling AI services.
Are you positioning for the AI narrative shift or waiting for a pullback?
Not financial advice. Always manage your risk.
#FET #AIInfrastructure #Crypto #CloudCompute
๐ฅ
FET+1.85%
NVDAUS+0.23%
Log in to explore more content