GPU Depreciation Risks Trigger Debt Failures in AI Infrastructure
Rapid GPU obsolescence threatens debt-funded AI infrastructure like CoreWeave, proving that short-lifecycle silicon makes poor collateral for loans.
Tag: cloud-computing
Cloud Infrastructure Providers Profit From Autonomous Agent Software Sprawl
Google's autonomous AI agent tools shift IT spending from upfront human labor to permanent cloud infrastructure OpEx, benefiting hyperscalers at the cost of sof