CoreWeave's future is bright and its cost of capital is falling

“Nvidia’s chief executive Jensen Huang said the chipmaker’s dealings with Megaspeed International were “normal and not unusual” following a New York Times report that one of the Singapore-ba…”

“Huang said Nvidia checked its GPUs and found no illegal shipments to China, which is barred from buying Nvidia’s powerful AI chips under US export rules.”

“He informed investors that Nvidia expects global data center capital expenditures to reach up to $4 trillion annually by 2030.”

“Now, Elon Musk and other leaders say they expect physical bottlenecks, including a shortage of electricity needed to power data centers, to slow down competitors.”

“Our AI infrastructure and solutions are the major drivers for Cloud growth and our customers see us as the leading provider here, so there’s huge demand.”

“He commented that there are more than 200 neocloud providers and they will face "guppy-level death" during the next few years.”