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":46609,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[12],"tags":[363,40861,138,19983,38588,40740,29284,32598,220,111,139,40860,69,5746,5597,40862,40863],"class_list":["post-46608","post","type-post","status-publish","format-standard","has-post-thumbnail","category-markets","tag-artificial-intelligence","tag-auctionomics-inc","tag-business","tag-chief-executive-officer","tag-coreweave-inc-cl-a","tag-futures-markets","tag-generic-1st-cl-future","tag-lvmh-moet-hennessy-louis-vui","tag-markets","tag-new-zealand","tag-newzealand","tag-nobel-prize","tag-nz","tag-oracle-corp","tag-walmart-inc","tag-weekend-edition","tag-weekend-essay"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/46608","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=46608"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/46608\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/46609"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=46608"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=46608"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=46608"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}