Elijah Gerson(@ElijahGerson10):First Fed hike in over 3 years comes at an interesting time for AI. Companies like CoreWeave, Lambda and Crusoe are spending billions building out compute and data centers. Higher rates = more expensive capital right as the AI infrastructure race is getting insanely capital intensive. Big Tech can fund this stuff from cash flow. The neoclouds have a much more interesting problem.

2026.09.16 23:23

First Fed hike in over 3 years comes at an interesting time for AI. Companies like CoreWeave, Lambda and Crusoe are spending billions building out compute and data centers. Higher rates = more expensive capital right as the AI infrastructure race is getting insanely capital intensive. Big Tech can fund this stuff from cash flow. The neoclouds have a much more interesting problem.