Musk Expects “a Lot of Stranded Compute” in Half-Built Data Centers. CoreWeave Carries the Risk

Key TakeawaysElon Musk said on Saturday that he expects a lot of stranded compute in partially complete data centers. That risk falls on neoclouds like CoreWeave and Nebius, which bought GPUs ahead of the buildings to run them, and NVIDIA’s CEO says a scarcity of capital is already slowing their buildouts.