Riding the bubble, just don’t forget to get off before it bursts.
MS is just part of the hype machine. If they can socialize the cost of new generation (getting the government to restart 3MI) to buy cheap 'leccy, they’re actually hedging against the bubble.
They’ll have nice shiny data centres with very cheap power locked in long after the bubble has burst.
Riding the bubble, just don’t forget to get off before it bursts.
MS is just part of the hype machine. If they can socialize the cost of new generation (getting the government to restart 3MI) to buy cheap 'leccy, they’re actually hedging against the bubble.
They’ll have nice shiny data centres with very cheap power locked in long after the bubble has burst.