Person
Sachin Jain
Mentioned in 1 piece; the desk has recorded zero standalone moves so far.
In the archive
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.