#lancium

2 stories

#nvidia #openai #abilene texas #ai datacenters #arkady volozh #blackstone #coreweave #crusoe energy systems #datacenter infrastructure #debt #earnings reports #grid orchestration

CoreWeave and Nebius stocks rise despite mounting concerns
Two AI cloud providers beat earnings expectations but face questions about customer concentration and massive debt loads.
Futuriom · 2m
NVIDIA bets $3 billion on power, not chips
The chipmaker's massive Lancium investment shows power infrastructure is now as critical as hardware for AI datacenters.
Futuriom · 2m