The CEO of CoreWeave, the AI computing power leasing giant, has admitted defeat. Despite a 168% surge in revenue, the stock price has halved. He confessed, "The market narrative has changed; we're no longer expanding by borrowing money on credit." Why? Because the profits aren't even enough to cover bank interest payments. Don't get excited about the 5% after-hours gain. That's a sudden awakening from a near-death experience, not a return to faith in AI. The fuse for the bursting AI bubble lies hidden within CoreWeave itself.