Post
Jesse Felder
jessefelder.com
did:plc:lzcoujf7r7lgjvx2yrmpvxlc
‘Market participants aren’t sure whether the neoclouds can attract enough rev to support the huge investments needed to build out capacity. They are also still struggling to figure out the value of cos that own chips with an uncertain lifespan and a rising cost of debt.‘ https://www.wsj.com/finance/stocks/scrapped-ipo-of-nvidia-backed-company-points-to-limits-of-ai-boom-a8d57067?mod=WSJ_home_feature_1_pos_1
2026-10-09T16:22:43.267Z