Our readingWhat is a korrent?
The hyperscalers are not sensitive to the cost of power at all; they are sensitive only to whether power is available.
Drawn from what Casey Handmer said
Our readingWhat is a korrent?
Drawn from what Casey Handmer said
central takeaway is that is that the hyperscalers are not power cost sensitive they are power availability sensitive
Added to korrents 7 Sept 2026 · How quotes work · Something wrong? Tell us
Do you hold this korrent?Do you also believe this?
I hold this tooShared subject first, then similar wording. They may agree or disagree.