Concerns about the enormous amounts of debt financing the AI infrastructure boom are putting the neocloud sector under increasing scrutiny. Decoding Discontinuity CEO Raphaelle D’Ornano discusses the pressure on CoreWeave as interest expenses weigh on its economics. She explains why investors are looking beyond contracted backlogs to financed and energized capacity, and how Nscale’s vertically integrated approach differs as it prepares for a potential IPO. She joins Ed Ludlow on “Bloomberg Tech.”
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