EconomyCould the AI bubble burst? ‘Neocloud’ firms deepen market fears

Neocloud data-center companies such as CoreWeave and Nebius lease computing capacity to major AI developers but carry heavy debt, and their shares have recently fallen. Analysts warn that some may cease operating independently or be acquired. Their prospects hinge on AI demand, access to borrowing and interest rates.

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BBBC Chinese★★☆☆☆2026-11-02 00:17Original