The only negative that I am seeing from the latest financial report is the debt and the interest costs. All others from revenue to margins to EBIT has rocketed out of the park.
On the fear of Debts and interest, I believe Jensen Huang's Mega-Finance Pac he has created is the solution. And his partners are really the who's-who in mega-finance right now.
And just look at Nvidia's own commitment to CRWV. Read the following:-
"Existing Footprint: From CoreWeave to a $500 Billion Industrial Fund
NVIDIA's presence in the neo-cloud space has been established for some time. According to the Morgan Stanley report, since investing in CoreWeave in 2023, NVIDIA has extended this strategy to several other cloud providers. It currently holds over 10% equity in CoreWeave and has committed to purchasing all of its unsold computing power until April 2032."
I see there are enormous possibilities with CRWV. Possibly second only to Marvell.
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- bouncee·14:02Gross margin ramp is the scarier number to me than the debt lol. If Nvidia is really backstopping demand into 2032, who's fading this story here?LikeReport