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These firms you've never heard of are feeding fears the AI bubble could burst
The amount of debt held by data centres is measured in the tens of billions of pounds.
A once-obscure corner of the AI ecosystem finds itself in the spotlight - and investors don't all like what they see.
Names like CoreWeave and Nebius are familiar to the tech set in San Francisco and Silicon Valley.
These data centre companies, known as neocloud firms, run large warehouses packed with expensive computers, which they lease to major AI developers like Anthropic, OpenAI and Meta.
They're now the subject of one of Silicon Valley's most heated debates.
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