How capital deployment by IREN, CRWV and other Neoclouds is separating winners from followers in AI infrastructure
I'm still so amazed by how much CoreWeave keeps stacking up it's debt. The debt mountain just keeps increasing, crazy.
Probably because it’s too big fail and somehow they convinced investors in the way forward
Its not exactly like that because you need a lot of time to get energised that in West Texas can take up to 5 years. Serious constraints. Demands are outstripping supplies
I'm still so amazed by how much CoreWeave keeps stacking up it's debt. The debt mountain just keeps increasing, crazy.
Probably because it’s too big fail and somehow they convinced investors in the way forward
Its not exactly like that because you need a lot of time to get energised that in West Texas can take up to 5 years. Serious constraints. Demands are outstripping supplies