AI infrastructure providers like CoreWeave are securing massive funding, including a recent $3.1 billion loan, due to predictable revenue and physical collateral, contrasting with Bitcoin's decline despite global liquidity growth. Investors favor AI's tangible assets and multiyear contracts over Bitcoin's volatile, non-yielding nature.
A major AI datacentre complex in Scotland, promised to be powered by on-site renewables, has misrepresented its energy plans. Documents reveal developers and the government were aware of power provision issues, raising doubts about the UK's AI infrastructure ambitions.
市場傳聞Meta將出租多餘算力，引發AI算力過剩及資本支出下修擔憂，導致AI硬體類股如美光、SanDisk、AMD等重挫。華爾街投行認為此舉難以改變產業趨勢，但關注後續資本支出計畫。
Meta has agreed to use Amazon's Graviton chips in a deal lasting at least three years, becoming one of the top five Graviton customers with hundreds of thousands of chips. This announcement follows Meta's recent $48 billion combined deals with CoreWeave and Nebius for Nvidia GPU rentals. The company is simultaneously reducing headcount by 8,000 employees (10% of workforce), demonstrating a strategy of infrastructure expansion paired with workforce optimization.
