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  "notes": "The chart shows a massive divergence in Capex between hyperscalers and CoreWeave, supporting the argument that hyperscalers have a significant resource advantage.",
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      "text": "Furthermore, a detailed review by MoffettNathanson Research of where CoreWeave has deployed networking facilities... shows that hyperscalers have a meaningful advantage...",
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      "text": "“if you were making a large bet on training data centers in the middle of nowhere, you may not feel as great about that.” — Waldemar Szlezak, global head of digital infrastructure at KKR",
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