From Breakingviews - Breakingviews - COMMENTARY: Data centre upstarts evoke earlier broadband craze ↧ ↧ Breakingviews - COMMENTARY: Data centre upstarts evoke earlier broa... While tech giants are leading the AI charge, independent operators like CoreWeave and IREN are playing a big part in building infrastructure. These ‘neoclouds’ have uncanny parallels with the alternative telecom operators which soared and then crashed as the millennium dawned.
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From Breakingviews - Breakingviews - COMMENTARY: Data centre upstarts evoke earlier broadband craze ↧

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I sold the $META $655 Puts 9/25 for $7.60
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