businessAug 15, 202614:03pending
Deep Dive: CoreWeave and Nebius Are Roaring Back. Can It Last?
About this episode
In this deep dive, Zaid breaks down how neoclouds work, what sparked the comeback and why their enormous debt and borrowing costs could become a serious problem. Plus, can these companies build a lasting advantage, or are they simply benefiting from a temporary shortage that Amazon, Microsoft and Google will eventually solve?
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