Dylan Patel says CoreWeave will not sell you compute for six months and Nebius makes you prepay a full year upfront or six months at a "ridiculous price" “The key thing here is who actually can deliver on compute. We did ClusterMAX, which is ranking all the clouds. There’s 323 providers that we’ve tracked, 77 that we actually reviewed, and 19 that we gave medallions to.” “What that means is CoreWeave and Nebius are the best providers in our view. CoreWeave will not sell you compute for the next six months. They’re sold out. Nebius will make you prepay a full year upfront or six months upfront at some ridiculous price, but that’s the only way you can get compute from those guys.” “Oracle and Google are really good as well. Google’s been moving up. The first ClusterMAX, they were bronze, and then they moved up and up and up.” ________ Source and full breakdown of his presentation: