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This video that breaks down the crazy financial positions of all the AI companies and how they are all involved with one called CoreWeave (who could easily bring the whole thing tumbling down) is fascinating: https://youtu.be/arU9Lvu5Kc0?si=GWTJsXtGkuh5xrY0




Yeah I see coreweave as a canary in the coal mine. They’re not doing so hot and basically got a bailout by Nvidia a few days ago.

https://techcrunch.com/2026/01/26/nvidia-invests-2b-to-help-...

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And the loans given to nvidia, the collateral are old and rapidly discounting GPUs

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Coreweave acquired WandB last year. https://www.coreweave.com/blog/coreweave-completes-acquisiti... . Strategic.

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Microsoft and Google's role in this does explain why they're so keen to push AI into their products, whether customers want it or not.

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