Random Walk

Random Walk

Share this post

Random Walk
Random Walk
It's a data center world, and we're just living in it
Copy link
Facebook
Email
Notes
More

It's a data center world, and we're just living in it

Daily Data: There's always money in the data center stand

Moses Sternstein's avatar
Moses Sternstein
Mar 19, 2024
∙ Paid
4

Share this post

Random Walk
Random Walk
It's a data center world, and we're just living in it
Copy link
Facebook
Email
Notes
More
1
Share

In today’s dispatch:

  • AI-related revenue is very important

  • a Mag7 executive says “we feel like we need to make money”

Keep reading with a 7-day free trial

Subscribe to Random Walk to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2025 Moses Sternstein
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More