Neocloud Operators Depend on Nvidia Chips Staying Expensive
CoreWeave Inc. signage in Times Square in New York.
Photographer: Yuki Iwamura/BloombergThis article is for subscribers only.
Welcome to Tech In Depth, our daily newsletter about the business of tech from Bloomberg’s journalists around the world. Today, Ed Ludlow reflects on his interview with CoreWeave’s CEO and what it tells us about the risky business of building specialized AI cloud infrastructure.
Intel stake: The Trump administration is considering using funds from the US Chips Act to take a stake in Intel, according to people familiar with the discussions.