CoreWeave, Nscale Put Neocloud Economics in Focus

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CoreWeave, Nscale Put Neocloud Economics in Focus Concerns about the enormous amounts of debt financing the AI infrastructure boom are putting the neocloud sector under increasing scrutiny. Decoding Discontinuity CEO Raphaelle D’Ornano discusses the pressure on CoreWeave as interest expenses weigh on its economics. She explains why investors are looking beyond contracted backlogs to financed and energized capacity, and how Nscale’s vertically integrated approach differs as it prepares for a potential IPO. She joins Ed Ludlow on "Bloomberg Tech." -------- Like this video? Subscribe to Bloomberg Tech on YouTube:   Watch the latest full episodes of "Bloomberg Tech" with Ed Ludlow here:   Get the latest in tech from Silicon Valley and around the world here: Connect with us on... X: Facebook: Instagram:   Follow Ed Ludlow on X here:   Listen to the daily Bloomberg Tech podcast here:   More from Bloomberg Business Connect with us on... X: Facebook: Instagram: LinkedIn: TikTok:
  2026/10/16      youtube
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