GPU Computing

AI Markets

Meta Hands CoreWeave $21 Billion Despite $740 Million Quarterly Loss

The deal reveals hyperscalers have abandoned unit economics for capacity monopolization in the race to control AI inference infrastructure.

7 min read ·
AI

The $50 Billion Race to Solve AI’s Storage Problem

Data loading now consumes up to 40% of AI training time, turning a $30,000 GPU into an idle asset - and triggering an infrastructure arms race worth billions.

9 min read ·