"The AI Infrastructure War: Microsoft, Oracle, CoreWeave, and the New Cloud Order"
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"The AI Infrastructure War: Microsoft, Oracle, CoreWeave, and the New Cloud Order"
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About this listen
Let’s talk Microsoft, Oracle, CoreWeave, AMD, Applied Digital, and a rising new name: Nebius.
Microsoft and Oracle are securing dominance. CoreWeave and Crusoe are proving that hyperscale doesn’t have to mean Big Tech. And AMD is prying open a door Nvidia can’t fully close.
Meanwhile, companies like Applied Digital and Nebius are building the roads AI will run on.
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