There’s money — really big money — in selling compute, the processing power driving the AI revolution.Hyperscaler CoreWeave Inc. is worth more than $50 billion even as its losses are projected to increase tenfold this year, to $650 million. Oracle Corp., meanwhile, recently added some $250 billion to its market capitalization overnight after revealing the size of its upcoming order book. What’s unclear is whether those valuations are based on a scarcity thesis — that demand is likely to outstri...