I Think You Missed CoreWeave's Zero-Cost-Basis Engine

Wall Street treats GPUs like disposable electronics. CoreWeave (NASDAQ: CRWV) is running them like long-duration infrastructure.CoreWeave is borrowing tens of billions of dollars to buy Nvidia (NASDAQ: NVDA) chips and rent them to AI software builders. The bear case against the stock is simple: Graphics chips age quickly. If Nvidia launches faster processors every 12 months, three-year-old chips should become useless, trapping CoreWeave in a cycle of taking on new debt just to replace dying hardware.That theory has a flaw. The real-world contract data shows older chips are not dying.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool