Agree on TPU/TSM as the best seats. But lumping $IREN with $NBIS/$CRWV is the miss.
reactive:nvidia-neocloud-coercion · One Better (@osoloco22) · 2026-06-28
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reactive:nvidia-neocloud-coercion · One Better (@osoloco22) · 2026-06-28
(No summary yet for this item — extraction summaries are still backfilling.)