The $30 billion SpaceX contract is the first public price of a layer that reorganized the AI stack — and the lens to read every announcement of the next six months
Great writeup. I think $TGEN is well positioned to take advantage of this. Reducing electrical consumption of around 30-35% using LNG chillers for cooling is going to be big in the coming years. While most are going to look at the companies opening up more GW's for use, there is some value in the companies making better use of currently available capacity.
Thanks so much — really good comment. I agree the angle of freeing up existing capacity is underrated, especially in colo and Tier-2. Going to keep an eye on TGEN. If other themes come up that you think are worth a look, send them over — I love getting these.
I will let you know for sure! On a similar note to $TGEN- Right now I'm tracking Marvell/Celestial AI's deployment of their Photonic fabric product. I think as the industry refines we see alot more "scale-up" vs "scale-out" in the market. I.e. retrofits of existing campuses to incrementally increase efficiency vs. the traditional capex gold rush we've seen over the past few years.
Great writeup. I think $TGEN is well positioned to take advantage of this. Reducing electrical consumption of around 30-35% using LNG chillers for cooling is going to be big in the coming years. While most are going to look at the companies opening up more GW's for use, there is some value in the companies making better use of currently available capacity.
Thanks so much — really good comment. I agree the angle of freeing up existing capacity is underrated, especially in colo and Tier-2. Going to keep an eye on TGEN. If other themes come up that you think are worth a look, send them over — I love getting these.
I will let you know for sure! On a similar note to $TGEN- Right now I'm tracking Marvell/Celestial AI's deployment of their Photonic fabric product. I think as the industry refines we see alot more "scale-up" vs "scale-out" in the market. I.e. retrofits of existing campuses to incrementally increase efficiency vs. the traditional capex gold rush we've seen over the past few years.