Ian Dunning
๐ค SpeakerAppearances Over Time
Podcast Appearances
It's like you've got like a megawatt there.
I'll take it.
And it could be, you know, not in terms that are super favorable to you because we'll say more about that.
And it's not enough.
And it's not enough.
yes we we go to the neo clouds the hyperscalers everyone and it's a constant dialogue and they're all in competition with each other but in some sense there must be some much bigger shadowy competition going on behind the scenes behind these neo clouds because they are all looking for space and power and i don't know if that's the true scarce resource and they have a kind of intermediary layer over it i don't know what their process is like for sourcing it
But, yeah, they have come to us and said, this lease opened up.
Can you please get back to us by the end of the day?
And for commitment on a long-term contract.
And our contracts are long-term.
This is not spot compute.
This is like 8,000 GPUs for three years, four years, five years.
Payment, do you want to pay half up front?
Do you want to pay some per year?
A lot of different commercial terms.
Credit risk on both sides.
It's complicated stuff.
Yeah, it's definitely been a dance.