I/O Fund

Institutional-grade research on the best AI stocks and tech stocks to watch. Follow the I/O Fund stock portfolio, weekly analysis, and tech stock news - free.

Popular posts: 1
Total points: 370
HN comments: 182
Rank: #3,623 company

Visit io-fund.com → RSS feedOn Hacker News Jul 2026 – Jul 2026

Tech Industry & Business 1 AI & Machine Learning 1

Most points Most discussed Most cited Newest

Nvidia, CoreWeave, and Nebius: Inside the Circular Financing of the GPU Boom

2026370 points182 comments Tech Industry & Business details

Neoclouds are one of the more hotly debated AI business models, with CoreWeave and Nebius being the two most widely recognized names. These companies have seen their sales, backlog, and share prices soar. Yet, supporting their growth is extremely expensive, and neoclouds do not have the same cash nor operating cash…