DeepStack Season 0
guest

Pick your rung

Will three or more distinct operators publicly offer surplus internal AI compute for external resale (or disclose underutilized AI capacity) between 2026-11-15 and 2027-12-31?

  1. CoreWeave, purchases of property and equipment as a share of revenue, quarter ended September 30, 2026: whether it comes in at or above 220%.

    Settles Nov 9

  2. Will CoreWeave's equipment spending hit at least 245% of its revenue in the quarter ending September 2026?

    Settles Nov 9

  3. Will CoreWeave's equipment spending hit at least 270% of its revenue in the quarter ending September 2026?

    Settles Nov 9

One control per rung; moving one keeps the others coherent.