CoreWeave crashed on energy, not chips
LIVE from NEARCON Day 1 In SF (The Rollup)
“That’s why [CoreWeave] crashed — because they couldn’t get more energy. It’s not that they can’t get chips. Chips are getting easier and easier… models are smaller and yada yada yada. Energy is not.” — 03:10:10
Context: Contrarian read of a GPU-cloud stumble: the binding constraint on AI has shifted from silicon to power. Company name garbled in captions (“cor”).