I think we know how it plays out. In a couple of years, someone is going to have to swoop in and save CoreWeave’s customers and consultants will be lined up for that “transformation”.
At that moment what choice would the government have but to conduct a rescue that at least keeps the lights on, and probably more? What’s the alternative? Extensive data losses, business interruptions— if just a couple of those key companies spontaneously stopped operating, chaos.
There would not really be a huge rush if they are cashflow positive, they can take their time.
Source, we basically explored this at my previous job, and that was 7 years back.
Of course, we can always find ways to use compute in non-productive ways—mining crypto, for instance.