Dylan Patel: CoreWeave sold out for 6 months, Nebius demands full-year prepay
AccBalanced · x · 2026-11-04
SemiAnalysis' Dylan Patel on the AI compute crunch:
- CoreWeave is sold out — it won't sell compute for the next six months
- Nebius ($NBIS) makes customers prepay a full year upfront, or pay "a ridiculous price" for 6-month scale-training deals
- 80% of $CRWV's 2027 capacity coming online is already locked into pre-existing bare metal contracts
- ClusterMAX tracked 323 compute providers, reviewed 77, and gave medallions to only 19; CoreWeave and Nebius rank as the best providers
- Takeaway: even within AI clouds there's wheat and chaff — let alone the "neocloud" minnows
More from Venture
- AI-assisted game discovery site VibeTopList hits 40,000 monthly unique visitors — CuntsAndBluntss · 2026-11-04
- The Verge: Stop asking me when the AI bubble will pop — even Wall Street can't agree — The Verge AI · 2026-11-04
- View-source trick exposes competitors' entire Google Ads funnel via public GTM scripts — teodorio · 2026-11-04
- Yam (YC F26) builds AI romance sim games for women; beta users average 3 hrs/day — ycombinator · 2026-11-04
- SemiAnalysis's Dylan Patel: $11T AI capex by 2029, $7T of it debt; CoreWeave sold out — AccBalanced · 2026-11-04
- GPU rental prices jumped from $3 to $13/hour in six months; 2027 winners will match contract duration to compute — AccBalanced · 2026-11-04