4 ms·
What I wonder is what this means for Coreweave, Lambda and the rest, who are essentially just renting out fleets of racks like this. Does it ultimately result
by eitally 1y ago
What I wonder is what this means for Coreweave, Lambda and the rest, who are essentially just renting out fleets of racks like this. Does it ultimately result in acquisition by a larger player? Severe loss of demand? Can they even sell enough to cover the capex costs?