Nebius, CoreWeave And The Scarcity Premium: Record Compute Pricing, Record Cash Burn

AI Industry Frontlines08-14 17:51
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Comments

  • Guavaxf3006
    08-14 19:01
    Guavaxf3006
    The cash burn is in yhe investment to increase offerings and capacity. This is demand driven, to facilitate the growth that they are projecting.  Last week we saw a super price collapse for almost every AI counters. For the very same reason. High CAPEX expenditures. Now look where they are now. Back to record territories. High valuation is the norm now.
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