• If you gaze too long into CoreWeave, CoreWeave gazes back at you.  (The Verge)  (archive site)
  
  Some actually sound reporting from The Verge's usually reliably crazy Elizabeth Lopatto, about deeply dubious datacenter holding company CoreWeave.

  But as I began to look more closely at the company, I began feeling like I’d accidentally stumbled on an eldritch horror. CoreWeave is saddled with massive debt and, except in the absolute best-case scenario of fast AI adoption, has no obvious path toward profitability.  There are some eyebrow-raising accounting choices.  And then, naturally, there are the huge insider sales of CoreWeave stock.

  Yes, naturally there are those.
  
  Wait, what?

  After I unfocused my eyes a little, I realized CoreWeave did make a horrible kind of sense: It’s a tool to hedge other companies' risks and juice their profits.  It's taking on the risk and the costs of building data centers that bigger tech companies can then rent while they build their own data centers which may very well wind up competing with CoreWeave.  What’s more, it’s part of a whole stable of companies that are propping up demand for the behemoth of the AI boom: Nvidia.

  The usual names pop up in the list of investors in CoreWeave.  Nvidia is a major investor and is selling the company billions of dollars worth of GPUs, which CoreWeave then provides access to for customers like OpenAI and Microsoft, which are also major investors.
  
  It also has billions in outstanding loans at variable interest rates.
  
  It's not a bubble.
  
  
  
   
• Meanwhile Anthropic CEO Dario Amodei is deeply worried about the power a handful of unelected people like Anthropic CEO Dario Amodei have to shape the future of AI.  (Business Insider)
  
  Deeply worried, I tell you.  Deeply.

• Why, when AWS was down, we were not.  (Authress)
  
  Just use DNS to switch point to somewhere that isn't down.
  
  Also, don't use AWS US-East-1 (Virginia).  Yes, it's the flagship location, but it's also the least reliable in terms of major incidents in recent years.
  
  
  
• Speaking of Virginia, NetChoice has sued to overturn the state's one-hour limit on social media access for children under the age of 16, on the grounds of, and I quote, "Are you fucking kidding me with this bullshit?".  (The Verge)
  
  Well, paraphrase.
  
  
  
• The EU is looking at whether it can subject the major cloud providers like Microsoft, Google, and AWS to the idiotic rigours of the Digital Marketplace Act without them simply pulling the plug on the entire reeking continent and leaving them to calculate the penalties on abacuses.  Abaci?  Holy crap, it actually is abaci.  The more you know.  (Bloomberg)  (archive site)
  
  The leading European cloud provider has a reputation for becoming entirely too cloudy at times.
  
  
  
• Professional bloviator and occasional US Representative from California Ro Khanna is now complaining about the use of AI in video games.  (PC Magazine)
  
  AI has been used in video games since 1951.
  
  Yes, the game in question - the latest game from the Call of Duty franchise, Black Ops 7 - is kind of crap, but the culprit there is human laziness and not AI.
  
  
  
• Luminal has raised $5.3 million to develop a better standard framework for code running on GPUs.  (Tech Crunch)
  
  This is one of the most sensible investment stories I've seen in months.  GPUs simply calculate lots of numbers very quickly, so even without AI distorting the market, better tools for making use of that power are well worth a few million.

Posted by: David Eastman at Wednesday, November 19 2025 02:54 AM (OZKzj)

Posted by: normal at Wednesday, November 19 2025 05:57 AM (LADmw)

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