
8 mentions across press, blogs, and newsletters
Andreessen Horowitz partner Anjney Midha's "Theory of Well" thesis argues that AI infrastructure chokepoints — not applications — will capture the most durable value in the current
<img alt="Bitcoin miner MARA buys majority stake in AI data center firm Exaion" class="type:primaryImage" src="https://images.cointelegraph.com/images/528_aHR0cHM6Ly9zMy5jb2ludGVsZWdyYXBoLmNvbS91cGxvYWRzLzIwMjYtMDIvMDE5YzdlZjktZDU1NC03ZTB
The specialized neocloud sector faced a stress test on Friday as shares of Nebius Group N.V. (NASDAQ:NBIS) and <st
CoreWeave’s below-investment-grade credit rating has reportedly spooked lenders, raising questions about how the neocloud can maintain its capital-intensive business.
CoreWeave, Inc. (NASDAQ:CRWV) shares took a sharp hit on Friday, tumbling about 10% following a report suggesting
The enterprise data stack wasn’t designed for continuous, autonomous agentic AI. For years, the challenge was storing and organizing information. Now the challenge is delivering that data — consistently, globally and in real time — to systems that reason and act without pause. Most infrastructure
Things are likely to get worse before they get better.
You know AI is still pretty frothy when a company with no product or even publicly stated plans for one gets a billion dollars from the likes of Sequoia and maybe Nvidia, Alphabet and Microsoft. But that’s what Ineffable Intelligence just did. Fei-Fei Li also just raised a billion dollars f