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X·宏观· Andy Constan (@dampedspring)·· 5 天前AI 评分24

Let's not panic folks. Datacenter neo clouds are highly leveraged business which leverage cuts both…

Let's not panic folks. Datacenter neo clouds are highly leveraged business which leverage cuts both…

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Let's not panic folks. Datacenter neo clouds are highly leveraged business which leverage cuts both ways but credit isn't in crisis. That said at current cost of leverage data center inputs demand should slow a tad https://t.co/9mlO9G6eh4

来源:X·宏观 · x.com