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Tech x VCGlobalTechnology, AI, semiconductors, and venture capital for builders and investorsShowing 6 of 6
Technology, AI, semiconductors, and venture capital — curated for builders and investors.
Tech x VCGlobalShowing 6 of 6
*Coatue:The new WFH is WFC (work from compute). #C:\Takes*
- >"CoreWeave's debt-fueled growth highlights a broader trend in the Al infrastructure boom, where heavy leverage, hardware-collateralized lending, and risky financing structures create systemic vulnerabilities." - **GQG Research** (Opening Takeaways) [Page 1] - >"Debt issuance for data centers surged to **$183B** in 2025, up from **$92B** the previous year... aggressively loading up the ecosystem with debt." -…
Coatue:The new WFH is WFC (work from compute). #C:\Takes
"CoreWeave's debt-fueled growth highlights a broader trend in the Al infrastructure boom, where heavy leverage, hardware-collateralized lending, and risky financing structures create systemic vulnerabilities." - GQG Research (Opening Takeaways) [Page 1]
"Debt issuance for data centers surged to $183B in 2025, up from $92B the previous year... aggressively loading up the ecosystem with debt." -…
Datacenter Stack
Zerohedge: Once MSFT goes FCF < 0, the off-balance sheet tsunami will make Enron look like amateur hour | Source : Peter Berezin BCA
Micron addresses Crucial exit backlash: 'We are trying to help consumers around the world' — company warns that DRAM drought could last until at least 2028
Summary Christopher Moore, Micron’s VP of Marketing for the Mobile and Client Business Unit, clarifies that the global memory shortage is a result of structural shifts in demand rather than a strategic abandonment of the consumer market. The primary…
A teach-in on data centers and their archetype | S&P Global
