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The Shaky Economics Behind CoreWeave (And Why Nvidia Stepped In)
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About this episode
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 customers could create serious risks for the industry. He also breaks down the shaky economics behind CoreWeave and other neoclouds, why he believes Palantir may be one of the best companies in the world, and why Wall Street could still be misunderstanding Micron.