Person
Michael Intrator
Mentioned in 2 pieces; the desk has recorded zero standalone moves so far.
In the archive
Opinion
Inference Is the New Oil
CoreWeave's $104 billion backlog grew 112 percent year over year, Nvidia's data center revenue hit $89 billion in a single quarter, and both numbers point toward a neocloud outgrowing a hyperscaler's AI line by 2028.
Compute & Silicon
The Neocloud Class
CoreWeave turned a March 2025 IPO into a near-$100 billion contract backlog inside a year, and Nebius and Nscale chased the same playbook, proving Nvidia-backed clouds built an asset class hyperscalers now compete against directly.