"Over 80% Of Neoclouds Will Fold": Gartner Predicts A Bloodbath As CoreWeave Credit Prices In Default
Gartner says AI data centers need to earn $8.5 trillion by 2030 to justify the build. It thinks they will manage $3.6 trillion.
Gartner says AI data centers need to earn $8.5 trillion by 2030 to justify the build. It thinks they will manage $3.6 trillion.
BofA thinks the AI bubble pops with equities AND yields falling together, so the smart hedge lets the bond market subsidize the equity protection...
"Our best engineers leave for London, Zurich and San Francisco. And the rich you wanted to tax? They left too, and took the jobs with them."
"Teens plan to drink more Monster (23%), than Alani Nu (20%), Red Bull (18%), and Celsius (16%)."
Diesel prices have soared above gasoline prices as long-standing production costs combine with global supply disruptions, shrinking inventories, and strong international demand...
"The European Commission is currently assessing the potential for concrete cooperation with Vietnam in the critical raw materials sector."
In case they confuse foreign students...?
"Carbon pollution" from first world countries is forcing third world cultures to sell their daughters into bondage? What was their scapegoat before climate change was a thing...?
...mixing "AI bad" with "Russia bad" with "disinformation bad" in a neat little agenda cocktail...
"Crude and petroleum-product flows exiting the Gulf of Oman dropped to 9.1 million barrels a day over the past couple of days. The weekly average slipped..."
Russia still has time to propose Ukrainian-like security guarantees for averting another special operation...
Four years after the largest act of infrastructure sabotage in postwar Europe, Germany finally has a defendant. Just one.
China is racing to build the computing infrastructure needed to compete with America in artificial intelligence, but AI needs water - a lot of it...
"This is not the right side of history..."
"when AI goes higher, Fins often trade lower at a inverse correlation, and when the market gets worried on the AI capex buildout (and what the funding picture looks like from here), the fundamental connection between Financials & capital markets & AI gets reestablished."
Anthropic grew 33% a month through July. Back out the $16.8 billion quarter and August-September ran at around 6%...
