ICS retweeted
It’s the weekend but surprised I missed this from $ORCL earnings.
Implications for $NBIS to $IREN are pretty positive since:
Oracle said all GPU capacity for renewal were resold +20% premium above previous contracts.
Majority of the equipment was 4Y+ and older…
So another L for the Burry’s rapid GPU depreciation thesis.
And W for $NVDA and the Neocloud party.
ICS retweeted
It’s all here. The rest is noise… youtu.be/X_PkXDjeFyM
ICS retweeted
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ICS retweeted
'Esto no es el Titanic' - Up in the cloud abc.es/blogs/marc-vidal/publ…
ICS retweeted
RT @ffajula: El proyecto Yuzz de la Fundación Banesto en los Informativos de Telecinco telecinco.es/informativos/r… via @telecincoes
Casi un més luchando por conseguir que @Iberia me de un justificante de vuelo.Tan difícil es?@AirEuropaUX te lo envía por email en unos días
ICS retweeted
Qué mejor que preparar el #Clasico con #ElClasicoApp ! ya disponible para #android. elclasicoapp.com/ #noticiasdeportivas
RT @pedroma2014 "Cuesta de creer “@alfonsoslozano: Esta portada de La Gaceta es la mayor vergüenza periodística que recuerdo"
An exhibition from the disposable cameras Katie O'Beirne leaves all over NYC. newyorkshots.tumblr.com/
ICS retweeted
Street Keyboard thefancy.com/things/26478334…












