3 ms·
This is missing the point. Even at a clipped revenue projection - $500m at $2b is a 4x multiple on revenue. A 4x for an AI cloud+infra play that targets speed
by mrcwinn 10mo ago
This is missing the point. Even at a clipped revenue projection - $500m at $2b is a 4x multiple on revenue.
A 4x for an AI cloud+infra play that targets speed and cost? Where do I send the check?
If NVIDIA believes it can take this and scale it, $20b is a no brainer.
- joshcsimmons 10mo agoAgreed - but why not pay 14B (double their highest valuation)?