FEATURED — FULL NOTE

CoreWeaveCRWV

LAYER: DATA CENTERS & AI-NATIVE COMPUTE · PUBLIC

The GPU-cloud insurgent — NVIDIA-backed, IPO'd 2025, a primary OpenAI compute supplier.

2026

SAME LAYER: DATA CENTERS & AI-NATIVE COMPUTE

Equinix / Digital RealtyCrusoeNebiusHut 8Vantage (private)QTS/Blackstone (private)Switch (private)Aligned (private)EdgeConneX (private)Applied Digital

INFORMATIONAL ONLY — not investment advice. Full disclaimer.

Chain moves, every Monday — free