Regarding Neocloud, the asset-liability situation of $CRWV: Currently, the market value is $24 billion, and the last quarterly report disclosed an operating capacity of 1.5GW (powered capacity), total assets of $77 billion, of which fixed assets are $66.3 billion, mainly including factories, power equipment, networks, and chip equipment. Total liabilities are $72 billion.

It is known that the construction cost of a 1GW data center is between $30-50 billion, with a time frame that takes at least 2-3 years at the fastest.

Hyperscalers, such as Google or Amazon, why don't they spend $24 billion to buy CoreWeave, then they can obtain $5 billion in net assets, while immediately having an additional 1.5GW data center that doesn't require waiting, which can start generating revenue immediately.

@grok what is your opinion

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