Companies / 11.04
CoreWeave’s financed delivery promise
The AI cloud’s operating platform is real. Its next test is keeping customer cash, construction and financing on the same clock.
Read the analysisDeals / 11.04
AIB–Nebius: 50 MW contracted, financing and delivery still ahead
A September colocation commitment shows why signed capacity, project funding and delivered GPU supply need separate records.
Read the analysisMarket formation / 11.04
Nord Pool's lesson for compute: price the place, settle the shortfall
Nordic power trading separates delivery-area prices, a common benchmark and responsibility for imbalance. Compute markets need equally explicit boundaries.
Read the analysisSpotlight / 11.04
Mooncake Store: putting a price on repeated work
Reusing cached context can reduce repeated work. The economic question is whether those savings exceed the cost of storing and moving it.
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