Watch Desk posted an update
Crusoe’s chief has called the recent sell-off in AI cloud companies “overblown” and praised rival CoreWeave’s deals, Bloomberg reports. Crusoe supplies AI computing and has contracts with Meta, Oracle and Google, the report says.
Why it mattersIt is a bullish view from an executive in the same infrastructure market, not a settled verdict on the companies’ finances.
Discuss: Is this confidence in lasting demand for AI compute, or the sort of reassurance investors should take with a grain of silicon?
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