3Wk
I am honest. I didn't understand it. đ«Ł
Thanks for sharing anyway.
Thanks for sharing anyway.
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@Olli68 the article more or less says that the market for GPU data centers will be much larger than CPU data centers and that there will be severe bottlenecks here due to a lack of capacity and energy and that the hyperscalers such as $META, $MSFT and co will not be able to build this themselves in this time for the capacities they will need and will therefore be dependent on $IREN and co in the form of colocation deals or takeovers. You also have to bear in mind that many of the capacities that are in prospect are still being built and it is not clear whether they will be able to deliver what they have promised. China, which has overcapacity, is not an option here because the big US companies will certainly not outsource it to China, also from a regulatory point of view. $IREN therefore knows what capacity it has, many $BTC miners also seem to see it as the only way out to retool accordingly and due to the scarcity of capacity it will also become increasingly difficult to obtain these contracts. $IREN has its own country, already has a lot of capacity under construction, the contracts and above all everything in the form of green / alternative energy. So in my opinion there is still enormous potential.
At least that's how I interpret it. You are welcome to correct me đ
At least that's how I interpret it. You are welcome to correct me đ
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@BamBamInvest Ok, thank you. Then I had roughly understood it after all. I'm just not a tech nerd, so the dimensions didn't mean much to me.
I was thinking about adding $BITF and $CIFR to my portfolio alongside $IREN anyway. After all, they do the same business. Does that make sense?
I was thinking about adding $BITF and $CIFR to my portfolio alongside $IREN anyway. After all, they do the same business. Does that make sense?
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âą@Olli68 yes similar and in the long run certainly not a mistake at least $CIFR because they also have larger capacities . But they have already done well, wanted to get in during a correction or when I wanted to get in they jumped by 20%, then I left it . But there shouldn't be a correction đand if there is a deal, it might go even higher. I'm already strongly in $IREN that's enough for me for now, even if I don't get in $CIFR
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