マスク氏が200社超のネオクラウド淘汰を予測。CoreWeave社債利回りは15%に達しました。三菱UFJや日本生命、さくらインターネットに届く経路を解説します
CoreWeave社債の売りの集中と資金が続く借り手の差、データセンター建設遅延のペナルティ上昇、日本の3メガバンクと日本生命の関与、国内GPUクラウドの株価の連動を伝えます
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