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Monday, June 20, 2011
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Lots of Reasons to Worry about AI Infra, But Customer Concentration Cannot be Helped
There are lots of reasons for investors to worry about the artificial intelligence infrastructure business. After all, firms generally are c...
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We have all repeatedly seen comparisons of equity value of hyperscale app providers compared to the value of connectivity providers, which s...
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It really is surprising how often a Pareto distribution--the “80/20 rule--appears in business life, or in life, generally. Basically, the...
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Financial analysts typically express concern when any firm’s customer base is too concentrated. Consider that, In 2024, CoreWeave’s top two ...
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