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