#AI data centers
3 articles tagged AI data centers. At twelve articles this topic starts lifting the whole site in search.
Timeline
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CoreWeave bonds near 15% yield — AI cloud debt priced like distress as stock drops 15% in a day
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What is co-packaged optics (CPO)? Linking chips with light — half the power, a tenth of the latency
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What AI capex is — how big tech spending turns into Korean export figures
All articles
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Economy · 2 min readCoreWeave bonds near 15% yield — AI cloud debt priced like distress as stock drops 15% in a day
Bonds — 2031/2032 notes yielding 14.5-15%; 2032s below 80 cents on the dollar
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Tech · 2 min readWhat is co-packaged optics (CPO)? Linking chips with light — half the power, a tenth of the latency
Definition — optical engine in the same package as the chip, replacing pluggable transceivers and the copper in between
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Tech · 3 min readWhat AI capex is — how big tech spending turns into Korean export figures
Definition — capex is money for multi-year assets, distinct from operating cost. AI capex is the data-center share of it