This $CRWV Q2 earnings call is very bullish. They’re guiding 8GW by 2030. That’s definitely hitting $120B annual revenues Q2 Revenue is $2.6B up 112% YoY with $104B revenue backlog up 242% YoY This is making me so bullish for all datacenter companies in general like $NBIS $IREN $SHAZ $CIFR $HUT

0 comments — live from bluesky

No comments yet.