Blackstone, Pimco, Carlyle, BlackRock, and others have loaned $11B+ to CoreWeave, Crusoe, and other “neocloud” companies, creating a lucrative new debt market
the price of GPUs trading in some markets has crashed in recent months. An hour of GPU compute now trades at about $2, down from $8 earlier this year. https://www.ft.com/... via @ft