CoreWeave’s stock plunged 11% last Friday, erasing all weekly gains despite Alphabet’s massive $15B AI infrastructure investment—raising the question: is the market pricing in demand or cost? While revenue surged 100% YoY, profits are collapsing, debt is exploding, and cash flow from future revenue won’t arrive for years. Complicating matters, Meta’s rumored in-house cloud effort could soon undercut CoreWeave—even as Meta remains a key customer.
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