《Nvidia’s Greatest Earnings Yet!! Why I’m Even More Bullish on AI》
Coreweave处于AI增长周期的早期阶段，供应限制使其能够以良好价格出售算力，从而推动明年的进一步扩张。
Coreweave、I ran、Nabias才刚刚开始。
Coreweave, I ran, Nabias are just getting started.
所以，对我来说，如果我们要处于一个供应受限的空间，任何拥有可出售的活跃算力的人都将能够以很好的价格出售它，或者在短时间内将其售出。所以我仍然真心相信，像Coreweave、像I ran、像Nabias这样的公司，即使我没有持有它们，在这个AI故事中才刚刚开始。明年它会变得更加疯狂。
So, to me, if we are going to be in a supply constrained space, anybody who has active compute that they can sell is going to be able to sell it either at a great price, to be able to sell it in no time. So, I still truly believe that companies like Coreweave, like I ran, like Nabias, even though I don't own that, are just getting started in this AI story. And it's going to get a lot crazier next year.