Column:CoreWeave — and Anthropic — Find a Neocloud Silver Lining

The company is still borrowing huge sums to pay for the buildout for an AI economy that may simply never materialize. That minor matter aside, a healthier-looking CoreWeave today at least provides some reassurance to the broader AI market and especially to Anthropic as it gears up for its market debut at the end of next week.
CoreWeave — and Anthropic — Find a Neocloud Silver Liningbloomberg.comIt has been a difficult few months for the neoclouds — those companies that build factories full of computer chips to be rented out to AI companies like Anthropic and OpenAI — as they have borne the brunt of Wall Street’s nerves about the artificial-intelligence buildout.