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It's not a datacenter REIT. Datacenter REITs don't sell compute. They sell space, power, and cooling in which compute lives. I get the point the author is tryi
by otterley 5mo ago
It's not a datacenter REIT. Datacenter REITs don't sell compute. They sell space, power, and cooling in which compute lives.
I get the point the author is trying to make (in that SpaceX's most valuable asset is its compute capacity), but it's not quite the right analogy.
SpaceX is basically Elon's holding company for everything-but-Tesla at this point. If you're betting on SpaceX, you're betting on a conglomerate.
- mNovak 5mo agoI think the right comparison would be a vertically integrated Neocloud like Oracle (insofar as they own some/most of their own datacenters, unlike a CoreWeave).