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Nvidia, CoreWeave, and Nebius: Inside the Circular Financing of the GPU Boom
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21 min read
Neoclouds are experiencing significant hyperscaler demand as companies accelerate AI infrastructure scaling, leading to substantial revenue and backlog growth. CoreWeave and Nebius provide access to the latest Nvidia GPUs while optimizing compute utilization, despite concerns about hyperscalers offloading their capital expenditures.