Eric Newcomer
Rising interest rates and market skepticism are crushing neoclouds like CoreWeave, Firmus, and Nscale—highly leveraged AI data center builders whose debt is now trading at distress levels and IPOs are failing despite massive valuations. The AI buildout narrative is fraying as Anthropic's growth slows, new AI customer adoption drops, and founders realize their balance sheets can't support promised megawatt deployments.
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Topics: AI Infrastructure · Energy & Climate
Published by Newcomer · their site ↗
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