The Internet has made data the new digital gold. And that’s why we are more fragile than ever: Crossover 1×27

The Internet is wonderful until it isn’t. We have made it such an integral part of our lives that we are doing something dangerous: telling it too much about who we are and what we do at any given moment. And that has its risks. To talk about all this in this Crossover 1×27 We … Read more

The Neoclouds promised to democratize the AI. Right now are the most fragile and indebted link in the entire sector

Coreweave, Lambda Labs, Crusoe and Nebius They represent the most booming and also more fragile link in the AI ​​value chain: Neoclouds. These companies have raised tens of billions in capital and debt to build Data centers full of NVIDIA GPUSbut its business model rests on an increasingly questionable premise: that the demand for computing … Read more

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