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@kevinsxu · Exit CRWV
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—Oct 19
Kevin S. Xu@kevinsxuPeople got really triggered by this simple rule of thumb as of being an OEM is a bad thing. Lots of important OEMs up and down the tech supply chain -- Dell/HPE for servers, Foxconn for servers/iPhones/many other things, so many for laptops. even TSMC can be considered an OEM of
Kevin S. Xu@kevinsxuEasiest way to think about the difference between Nebius and CoreWeave (plus rest of neocloud cohort) Nebius is building a cloud like AWS CoreWeave (and others) is building a GPU data center OEM