That is a totally valid argument. However, I don't really see economies of scale hitting GPUaaS data centers any time soon, at least in the medium-term. The main reason for this is because of very very high revenue backlog. If MSFT was able to use their own data centers and not have to buy compute from CRWV or NBIS they absolutely would since it's cheaper. But there is so much demand it spills off to these smaller players. Another way economies of scale could be reached would be through a singular player attempting to consolidate the market via M&A. Right, the market is very fragmented - you are seeing these companies pop up out of nowhere. As long as this market stays fragmented, you aren't really going to have one player with significantly cheaper prices than the other. And even if one player has significantly cheaper prices, there is so much demand that MSFT or whoever will pay the extra premium to get their hands on more compute. So why will this market remain fragmented? None of these new data center companies have the cashflow to acquire another. They are spending their money on CapEx not M&A. And why don't AWS or Google or MSFT just buy these data centers? I don't have the answer to this, I imagine they could be risk-averse on AI and it makes more strategic sense to let others cough up the CapEx and they only pay for the compute, but also they are spending record amounts on CapEx so I'm not sure. There is also very little precedent to postulate that they will lead a consolidation - the only transaction I can find is the AWS acquisiton of Talen's data center campus. By large, they build their own data centers. Maybe, I was just rambling. Let me know your thoughts as this is an interesting perspective to think about.

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$msft 515 tomorrow?

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What's the reason for the MSFT pump after hours???

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HOOD has been pumping off spy inclusion, they got a ton of competition who will catch up pretty quick, plus their crypto trading volume is down. I actually think it’ll be goin back towards 100 before going higher tbh. PLTR is a niche definitely in its field, but us govt has started diversifying into MSFT, GOOG, I think PLTR will still dominate most of DOD contracts. I’ll wait for their next earnings to decide to get in or not. Admittingly I sold way too early before. if they miss earnings it could be headed down a lot

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MSFT

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holy shit. I said MSFT deal was larger than NBIS market cap AT THE TIME. Dude if you really can’t understand that idk how else to explain it to you. Now it’s not even funny it’s like talking to a sock puppet

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the fuck are you talking about are you that retard that tried to say MSFT deal was larger than the current NBIS market cap LMAO

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MSFT $515???

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get onto MSFT $515 EOD calls

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