The Honeymoon Phase Of Capacity
CoreWeave's backlog is expanding rapidly, similar to other hyperscalers. Nebius has also increased its capital expenditure guidance due to rising demand. Meta has provided Nebius with a significant capacity commitment, which could impact their profitability depending on market conditions.
- ▪CoreWeave's backlog continues to grow at a rapid pace.
- ▪Nebius raised their capital expenditure guidance due to higher demand.
- ▪Meta has effectively committed to $15 billion of capacity for Nebius.
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