Defense tech M&A trends

The AI boom is hitting real limits. In this episode, the Newcomer team breaks down why data centers are running out of power, what is really happening inside OpenAI after its latest shakeup, and why neocloud players like CoreWeave may be heading toward a financial crunch.

Eric Newcomer, Tom Dotan, and Maline Renberg explain the investor panic behind the scenes, the brutal GPU economics, and what these cracks mean for the future of AI infrastructure.