what do you think is more interesting, colocation model (CIFR, WULF..) or bare metal model? For me, CIFR has less risk than IREN, bur IREN model has more potencial...
Minimum 60% for colocation. They are spending $5.8B on GPUs just for 200MW. Equipping all 3GW with GPUs would cost about $87B. And this is just the GPUs, not the rest. They don't have that type of cash.
what do you think is more interesting, colocation model (CIFR, WULF..) or bare metal model? For me, CIFR has less risk than IREN, bur IREN model has more potencial...
Minimum 60% for colocation. They are spending $5.8B on GPUs just for 200MW. Equipping all 3GW with GPUs would cost about $87B. And this is just the GPUs, not the rest. They don't have that type of cash.