$Coreweave(CRWV.US)LOL.
In March, Meta just signed a $27 billion cloud services contract with Nebius.
In April, it added another $21 billion order to CoreWeave.
Two weeks ago, Bloomberg reported that Meta had leased up to 1.6GW of data center capacity from Crusoe. And it was the stuff that Google didn't want.
Three days ago, the Financial Times said that due to tight computing power, Google even started restricting Meta's use of Gemini.
And now suddenly they're telling everyone:
Meta has a computing power surplus?
Isn't this plot twist a bit too fast?
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