On to the next junk bond craze, after we burned the #neocloud casino down.
#MorganStanley says #quantum computing could be a $100bn market one day. @cnbc.com
"One day" you can be #MichaelMilken Junk Bond King.
@4-shadows.bsky.social
@4-shadows.bsky.socialOn to the next junk bond craze, after we burned the #neocloud casino down.
#MorganStanley says #quantum computing could be a $100bn market one day. @cnbc.com
"One day" you can be #MichaelMilken Junk Bond King.
@nile11.bsky.socialCoreWeave Stock Plunges as Bond Yields Hit 15%
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https://nile1.com/coreweave-stock-plunges-as-bond-yields-hit-15/
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#aiInfrastructure #bb+Rating #blueOwl #bondYields #branninMcbee #chamathPalihapitiya #coreweave #deutscheBank #forceMajeure #microsoft #neocloud #open
@davidkotok.bsky.socialWe have long said that the credit default swap market is the early warning sign of deterioration. Today, we share MacroStrategy Partnership’s assessment about CoreWeave’s debt and CDS.
dkotok.substack.com/p/coreweave-...
#CoreWeave #CRWV #CDS #AIDebt #Neocloud #AIInfrastructure #CreditRisk #AI
@techfieldday.comFind more information on AI Field Day #AIFD9 here: techfieldday.com/event/aifd9/
@ScottRobohn.bsky.social @Stephen.Fosketts.net #AIFD9 #AI #NeoCloud #AIInfrastructure
@techfieldday.comFind more information on AI Field Day #AIFD9 here: techfieldday.com/event/aifd9/
@ScottRobohn.bsky.social @Stephen.Fosketts.net #AIFD9 #AI #NeoCloud #AIInfrastructure
@techfieldday.comFind more information on AI Field Day #AIFD9 here: techfieldday.com/event/aifd9/
@ScottRobohn.bsky.social @Stephen.Fosketts.net #AIFD9 #AI #NeoCloud #AIInfrastructure
@techfieldday.comFind more information on AI Field Day #AIFD9 here: techfieldday.com/event/aifd9/
@ScottRobohn.bsky.social @Stephen.Fosketts.net #AIFD9 #AI #NeoCloud #AIInfrastructure
@4-shadows.bsky.socialIn a news release, #Gartner forecast that by 2030 "cost pressure and a lack of a differentiating business model will force over 80% of #neocloud providers to cease independent operations."
#Datacenters #CoreWeave #Nebius #Iren #AppliedDigital #Hut8 #Nvidia
@techfieldday.comFind more information on AI Field Day #AIFD9 here: techfieldday.com/event/aifd9/
@techfieldday.comTune in for AI Field Day 9 #AIFD9! 📅 October 14 - 15, 2026!
Watch our 🔴 LIVE Delegate Presentations tomorrow at 8:00 AM US/Pacific Time.
🔺 YouTube: www.youtube.com/techfieldday
🔹 LinkedIn: www.linkedin.com/company/tech...
@techfieldday.comFind more information on AI Field Day #AIFD9 here: techfieldday.com/event/aifd9/
@TechFieldDay @TheFuturumGroup @TechstrongTV @TechstrongAI @SFoskett #AIFD9 #AI #NeoCloud #AIInfrastructure
@techfieldday.comTune in for AI Field Day 9 #AIFD9! 📅 October 14 - 15, 2026!
Watch our 🔴 LIVE Delegate Presentations Thursday at 4:00 PM.
🔺 YouTube: www.youtube.com/techfieldday
🔹 LinkedIn: www.linkedin.com/company/tech...
@TechFieldDay.com @Stephen.Fosketts.net #AIFD9 #AI #NeoCloud #AIInfrastructure
@techfieldday.comFind more information on AI Field Day #AIFD9 here: techfieldday.com/event/aifd9/
@techfieldday.comTune in for AI Field Day 9 #AIFD9! 📅 October 14 - 15, 2026!
Watch our 🔴 LIVE Delegate Presentations on Thursday October 15 at 8:00 AM US/Pacific Time.
🔺 YouTube: www.youtube.com/techfieldday
🔹 LinkedIn: www.linkedin.com/company/tech...
@invest-feed.bsky.socialData Center firm: Firmus postpones IPO in ASX due to lack of investor demand, plan to raise privately
@pulseofnations.lolHyperscale Data switched off every bitcoin miner at its Michigan campus on September 1 to make room for an AI colocation contract worth over $1.2 billion.
#AiDataCenters #BitcoinMining #Energy #Gpus #Hyperscale #Neocloud
@forbes.it
@newsramp.comSingapore neocloud Aolani has partnered with FriendliAI to supply GPU infrastructure for frontier AI inference at scale. As demand surges globally, Asia is emerging as a key hub for high-performance compute capacity. #AIInference #Neocloud
@computeforecast.bsky.socialA GPU cluster can stay online while critical infrastructure changes underneath it, so is uptime really enough for AI infrastructure?
www.computeforecast.com/blogs/neoclo...
#AIInfrastructure #NeoCloud #AICompute #DataCenters #ComputeForecast
@ast-podcast.bsky.socialSpaceX - the XAI merger everyone doubted
Wall Street thought the XAI-SpaceX merger made no sense. Until Musk pulled off a surprise revenue windfall…
#spacex #xai #elonmusk #neocloud
Catch the full episode on Spotify - https://open.spotify.com/show/5u6rTxenTvGw4STNbjswAk?si=8LcaG1TAQfumiwZhRoAUOA