AI compute providers
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 8, 2026 by Rajiv Jain · across every show →
Everything said about AI compute providers, oldest first
Jun 8, 2026 bearish
Jain: CoreWeave and GPU cloud providers are bleeding heavily from underpricing
“When you're underpricing everything, if you look at CoreWeave and EBS, they're bleeding heavily.
That means they're not covering the cost.
The real test of shortage is when you're priced appropriately.
It's a capitalistic system, so when you subsidize somethin…”