Topic

CRWV

A collection of 3 issues

The AI Compute Squeeze

Programming Note: MBI Deep Dives will be off during the weekend and I will resume the daily posting cadence from Monday next week. If you followed hyperscalers earnings, you probably already knew that the neoclouds would repeat some version of “demand for compute is outstripping supply” in their earnings calls.

The Honeymoon Phase of Capacity

Although I am yet to write any Deep Dive on any neocloud, I still like to pay close attention to what they are saying during their earnings calls. Both CoreWeave and Nebius had some interesting nuggets in their 1Q’26 call. Let’s start with CoreWeave. Just like the hyperscalers,

The Neocloud Trojan Horse

One of the most frequent pushbacks that I have received to my recent posts on AWS (see here, and here) is that the neoclouds are not a legitimate concern for hyperscalers such as AWS and Azure in the long term. Frankly speaking, I myself operated under this assumption for the