TREE NEWS update: Nvidia CEO Jensen Huang said CoreWeave’s strength is growing daily and that its cost of capital is “actually falling,” adding that Nvidia does not need to provide support to the company. His remarks came as CoreWeave’s credit risk gauge hit a record in early US trading Thursday, with implied default probability reaching 60%. CoreWeave shares pared losses during Huang’s comments.
Nvidia CEO Huang Says CoreWeave Getting Stronger, Capital Costs Actually Falling
AI take
Huang's public defense of a major GPU-cloud customer lands awkwardly against a credit market pricing in extreme default risk, and the divergence between his framing of falling capital costs and that signal is the real story. It matters because CoreWeave's model is a bellwether for AI-infrastructure financing, where equity narratives and debt-market pricing can decouple sharply. Whether the credit gauge retreats or the gap widens is the open question.
Generated by AI for reference only.
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