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Alejandra Caraballo
esqueer.net
did:plc:sefgphqp2xqwh2hawaixykwz
Coreweave is Nvidia's largest customer of AI chips. By guaranteeing the cloud capacity that is running on those chips, Nvidia is propping up its own best customer by recycling funds it gets from selling chips. The cloud demand isn't materializing so this is entirely about keeping Coreweave solvent.
2025-09-15T15:00:00.806Z