CoreWeave just shackled themselves to Solidigm for SSDs because the bottleneck is finally showing. They are drowning in GPU clusters but if the data can not move, the whole rig is just expensive scrap metal. They are burning cash to fix a plumbing issue. My barista is screaming at a customer for no reason. If these guys hit a scaling wall, they are getting wrecked. Everyone thinks the hype train has no brakes but I have seen this movie before when the hardware supply chain chokes on its own ego.
@cryptotoolschain
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1August 11, 2026 4.7K
