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Challenges and Innovations in Data Center Infrastructure and Financing
The chapter delves into the complexities of access to energy for data centers, the impact of new Nvidia chips on AI capabilities, and the challenges in structuring financing for GPU-backed loans. It discusses CoreWeave's mission to find unique solutions in markets, the importance of physical structures for Bitcoin miners, and the urgent need for companies to build AI capabilities. Additionally, the chapter touches on retrofitting old infrastructure for new AI technology, the financial strategies like debt financing deals, and the risks associated with funding AI startups.