There\u2019s money \u2014 really big money \u2014 in selling compute, the processing power driving the AI revolution.<\/p>\n
Hyperscaler CoreWeave Inc.<\/a> is worth more than $50 billion even as its losses are projected to increase tenfold this year, to $650 million. Oracle Corp.<\/a>, meanwhile, recently added<\/a> some $250 billion to its market capitalization overnight after revealing the size of its upcoming order book. What\u2019s unclear is whether those valuations are based on a scarcity thesis \u2014 that demand is likely to outstrip supply for years to come \u2014 or an abundance thesis, foreseeing a multitrillion-dollar market where these companies will be among the many winners.<\/p>\n","protected":false},"excerpt":{"rendered":"There\u2019s money \u2014 really big money \u2014 in selling compute, the processing power driving the AI revolution. Hyperscaler…\n","protected":false},"author":2,"featured_media":174084,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[256,254,255,64,113166,63,99,5175,110763,113165,102343,105446,22383,38110,105,34395,113167,113168],"class_list":{"0":"post-174083","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-artificial-intelligence","10":"tag-artificialintelligence","11":"tag-au","12":"tag-auctionomics-inc","13":"tag-australia","14":"tag-business","15":"tag-chief-executive-officer","16":"tag-coreweave-inc-cl-a","17":"tag-futures-markets","18":"tag-generic-1st-cl-future","19":"tag-lvmh-moet-hennessy-louis-vui","20":"tag-nobel-prize","21":"tag-oracle-corp","22":"tag-technology","23":"tag-walmart-inc","24":"tag-weekend-edition","25":"tag-weekend-essay"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/174083","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/comments?post=174083"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/174083\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media\/174084"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media?parent=174083"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/categories?post=174083"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/tags?post=174083"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}