a16z(@a16z):Right place, right time: many neoclouds spent years mining crypto, then AI showed up and turned their power rights, data centers, and GPUs into some of the hottest assets in tech. 25 quarters in, CoreWeave is pulling in more quarterly revenue than Azure, AWS, or Google Cloud were at 30. Charts of the Week:

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a16z@a16z

2026.08.16 19:47

Right place, right time: many neoclouds spent years mining crypto, then AI showed up and turned their power rights, data centers, and GPUs into some of the hottest assets in tech. 25 quarters in, CoreWeave is pulling in more quarterly revenue than Azure, AWS, or Google Cloud were at 30. Charts of the Week: