This AI Infrastructure Is Down 34%, but Can't Stop Winning. Is It a Buy?
CoreWeave secured a $14 billion five-year Meta contract, boosting high-margin, predictable GPU-cloud revenue and accelerating utilization and revenue growth.
DeepSeek didn't really train its flagship model for $294,000
DeepSeek's $294,000 figure reflects only reinforcement-learning fine-tuning compute, not end-to-end training, making true training costs roughly twenty times higher.
Storage is key to AI projects that succeed | Computer Weekly
Successful AI projects require careful data preparation, appropriate compute and storage planning, and infrastructure (not just spending) to meet GPU-driven, unpredictable data access demands.