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Re:I'm Not Convinced the AI Bubble Exists by oblio on Monday November 09, 2026 @08:05AM (#50425045)
Coreweave & co are neoclouds.

Hyperscalers are FAANG.

Re:I'm Not Convinced the AI Bubble Exists by gnabgib on Monday November 09, 2026 @06:22PM (#50433803)
Well no, not FAANG (-Facebook, -Apple, -Netflix). Just Amazon (A), Google/Alphabet (G), Microsoft.
Re:I'm Not Convinced the AI Bubble Exists by oblio on Monday November 09, 2026 @06:35PM (#50433927)
I've never seen anyone exclude Facebook from the list. Facebook runs a huge cloud, just for its own use.