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Serenity says some Neocloud firms look attractive after valuation falls

NewsFeeds update

Serenity said Neocloud providers such as NBIS look attractive after sharp valuation declines, citing close supplier ties, contracted capacity, permits, well-funded partners and affordable equipment financing. He cited IREN's report that a prepayment covers 90% of GPU capex in a five-year deal.

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Read the original on ChainCatcher

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