Bloomberg Technology
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…
@nicky_rads
October 16, 2026 at 2:04 pm
Lot of action in the NeoCloud space !
@ssuwandi3240
October 16, 2026 at 2:10 pm
Federal related backlog is just lagging nothing burger
@michaelborneman971
October 16, 2026 at 2:23 pm
These things are the tech equivalent of airlines. Super high CapEx, debt, and probably frequent bankruptcies.
@Emotionally_Leveraged
October 16, 2026 at 8:48 pm
Tell me you know nothing about neoclouds. How do you expect them to generate revenue if they don’t spend money on first building data centres. For nebius and Iren customers are prepaying 55 percent of GPUs cost up front. And GPUS are by far the most expensive thing in a data centre
@HRaychin
October 16, 2026 at 2:28 pm
In short she doesn’t know anything.
@claypool7897
October 16, 2026 at 3:37 pm
she was on point, what do you mean
@raybod1775
October 16, 2026 at 3:58 pm
Dat center chips will be outdated in 7 years, impossible for data centers to pay back debt.
@ArmaanHindocha
October 16, 2026 at 7:55 pm
thnx
@catofdeepblack
October 16, 2026 at 8:11 pm
“we’re just realizing there is so much debt…” – just now? Where were you all this time? For couple of years you were boosting AI like useful idiots, now “oh my god, we couldn’t have known”. I hope you will be held responsible