Nvidia, CoreWeave, and Nebius: Inside the Circular Financing of the GPU Boom
- Neoclouds are seeing massive hyperscaler demand as companies race to scale AI infrastructure, resulting in rapid revenue and backlog growth.
- Leaders like CoreWeave and Nebius enable this through access to the latest Nvidia GPU’s while also optimizing compute utilization.
- However, the bearish argument behind hyperscaler demand lies in their desire to offload their capex spending and shift costs to the operating expense line.
Unverified
- Neoclouds are seeing massive hyperscaler demand as companies race to scale AI infrastructure, resulting in rapid revenue and backlog growth.
- Leaders like CoreWeave and Nebius enable this through access to the latest Nvidia GPU’s while also optimizing compute utilization.
- However, the bearish argument behind hyperscaler demand lies in their desire to offload their capex spending and shift costs to the operating expense line.
Sources: Io-fund