founder @gpumart
Connecticut, USA
Joined December 2010
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there are 5-10 500 kW spots available now in the US
there is no more real datacenter space left in the US
99% of people claiming they have capacity are resellers reselling a reseller who's reselling a seller who owns a patch of dirt with enough power to run 3 used toasters. or a colo expanding in Q4 '27
hardware prices will be flat and rentals will skyrocket
Elon trying to spook the market so he can gobble up neocloud GPUs
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
the @GPUMart state of the union address was just delivered to 1212 subscribers
newsletter.gpumart.com/p/gpu…
looking for up to 5 GW of colo space over the next two years for TIKTOK US
Can consider sites 15MW and above.
company is price insensitive and has billions behind it
Remember when the main marketing slogan of crypto was “the virus is spreading 🦠 🦠 🦠 “
did C0vid kill that or something else?
boomers need luxurious 60 min meetings to give ample time for monologuing, war storying and reminiscing
millennials like 30 mins with a nice agenda
GenZ DMs