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The Shaky Economics Behind CoreWeave (And Why Nvidia Stepped In)

Gil Luria, Head of Technology Research at D.A. Davidson, joins The Rundown to break down some of the biggest questions facing the AI trade. Gil explains why Jensen Huang is using Nvidia’s financial firepower to keep the AI infrastructure buildout moving, and why financing custome ... Show more

. 26min 31sec

Deep Dive: CoreWeave and Nebius Are Roaring Back. Can It Last?

In this deep dive, Zaid breaks down how neoclouds work, what sparked the comeback and why their enormous debt and borrowing costs could become a serious problem. Plus, can these companies build a lasting advantage, or are they simply benefiting from a temporary shortage that Amaz ... Show more

. 14min 3sec

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