Tag

infrastructure

Every StaxInvesting article tagged infrastructure · 2 posts.

2 articles

Self-Hosted vs Cloud-Hosted Trading Bots: The Honest Tradeoff

Self-hosted and cloud-hosted trading bots represent a real architectural tradeoff, not a clear winner. Self-hosting gives you control of your credentials and your stack, and hands you the uptime burden and operational responsibility that come with them. Cloud-hosting takes that burden off your hands, and asks you to trust a third party with more. This is the honest comparison, conceding the real costs on both sides, including the side StaxInvesting is on.

Stax Team

Capex Without a Revenue Line: What Meta's Compute-Leasing Talks Signal About the AI Infrastructure Trade

On a Friday when semiconductors fell into a bear market on worries about AI capital spending, Meta was reported to be in early talks to lease out computing power. That looks like a contradiction and is actually the market's own answer to its own complaint. Among the big four hyperscalers, Meta is the only one with no public cloud — no channel to resell a single GPU-hour — which is exactly why its capex draws the most scrutiny. Here's what a compute-leasing business would change, and how to price it.

Stax Team