Comment by eitally
7 days 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?
It means they're likely going to be left holding a very expensive bag.
These are also depreciating assets.