Locator: 51385COREWEAVE.
Has Jensen Huang arranged a half-trillion dollar backup to his AI buildout?
"This model is a massive win for specialized GPU providers like CoreWeave. By opening up deeper, cheaper private credit via Wall Street, these firms can finance heavy capital expenditures without relying solely on risky corporate debt or direct equity dilution." See below.
I would assume this helps answer the "circular financing" meme and the financing concern talking heads have.
Bringing in six "lending" institutions was particularly interesting. This is not a small deal.
Is this a home run for Jensen Huang?
Is this a new asset class or is it simply securitization of one huge data center.
Some talking heads on CNBC toay suggested that much of AI success requires that OpenAI and Anthropic also succeed.
Is this a new asset class or is it simply securitization of one huge data center.
Query:
A new asset class? $500 billion: Nvidia, GS, BlackRock. Blackstone, Brookfield, Apollo, KKR. What's going on? How did this happen? Who called whom to get the ball rolling? What's new?
Query:
What's the impact of smaller cloud providers (neoclouds) like CoreWeave.
Ticker: CoreWeave -- up 14% after earnings announcement --
Query: I think Oracle is doing the same thing as CoreWeave -- the middle-man supplying Nvidia chips to LDCs. This new asset class (the $500 billion deal announced yesterday) seems to favor organizations like CoreWeave and Oracle)? Thoughts?
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I am inappropriately exuberant about the Bakken and I am often well out front of my headlights. I am often appropriately accused of hyperbole when it comes to the Bakken. I am inappropriately exuberant about the US economy and the US market. I am also inappropriately exuberant about all things Apple. See disclaimer. This is not an investment site. Disclaimer: this is not an investment site. Do not make any investment, financial, job, career, travel, or relationship decisions based on what you read here or think you may have read here. All my posts are done quickly: there will be content and typographical errors. If something appears wrong, it probably is. Feel free to fact check everything. If anything on any of my posts is important to you, go to the source. If/when I find typographical / content errors, I will correct them. Reminder: I am inappropriately exuberant about the Bakken, US economy, and the US market. I am also inappropriately exuberant about all things Apple. And now, Nvidia, also. I am also inappropriately exuberant about all things Nvidia. Nvidia is a metonym for AI and/or the sixth industrial revolution. I've now added Broadcom to the disclaimer. I am also inappropriately exuberant about all things Broadcom. Now, I've added Amazon. And QCOM. Longer version here.
