Sit on Your Hands: HPC/AI Isn't a Press Release OpportunitI have seen a lot of excitement lately around HPC and AI infrastructure, and understandably so. The market is assigning enormous value to companies that can successfully pivot into AI compute. But as NASDAQ:CLSK investors, I think it's important to separate opportunity from execution.
Here is how Im thinking about it.
The bullish case is obvious:
Power is becoming the bottleneck for AI.
Large scale AI training and inference require massive energy resources.
Bitcoin miners al
Long
