Markos - Neocloud systemic risk is the B/C-tier wave borrowing against weak contracts, not the big names

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Markos - Neocloud systemic risk is the B/C-tier wave borrowing against weak contracts, not the big names

A tracked infrastructure analyst lays out how neocloud stress could spread: newer entrants with weaker customers borrow at high rates from the same lenders and suppliers, so one failure can push the next. That turns this week's CoreWeave credit scare into a question about the tier below the leaders. The Gartner forecast is his citation, not something we verified.

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A tracked infrastructure analyst lays out how neocloud stress could spread: newer entrants with weaker customers borrow at high rates from the same lenders and suppliers, so one failure can push the next. That turns this week's CoreWeave credit scare into a question about the tier below the leaders. The Gartner forecast is his citation, not something we verified.

8 events
DateTypeEvent
Oct 15 tweetMarkos (AAIG) — neocloud returns now come down to yield on cost vs. 6–9% financing; watch dollar-per-megawatt pricing Oct 9 ArticleAI Money Bought Running Power Plants and Sold the Build-Out Sep 16 tweetParadis — Nebius raises rates on four-year-old H100s, and the GPU-depreciation bear case with them Oct 9 tweetSemiAnalysis — rising H100 rents break the depreciation curve lenders underwrite, with $7T of debt coming Oct 6 ScanMonster Scan Oct 5 ScanMonster Scan Oct 2 tweetSemiAnalysis — Google's GPU cloud climbs to Gold in ClusterMAX, but CoreWeave and Nebius are still the Platinum names it holds up as the bar Oct 2 ScanMonster Scan

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