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AI infrastructure demand remains strong in neocloud stocks, challenging claims that AI capex is fading. CRWV reported a 104B backlog and narrower losses, while

BWB News TV • 2026-08-15 13:52 UTC • By Billy Odell Tucker-Robinson
AI infrastructure demand remains strong in neocloud stocks, challenging claims that AI capex is fading. CRWV reported a 104B backlog and narrower losses, while
AI infrastructure demand remains strong in neocloud stocks, challenging claims that AI capex is fading. CRWV reported a 104B backlog and narrower losses, while NBIS jumped nearly 9%, said Mark Roussin.
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