深潮TechFlow|Oct 15, 2026 15:36
[Jensen Huang Backs CoreWeave: Financial Situation Continues to Improve, No Need for NVIDIA to Provide Guarantees]
According to Deep Tide TechFlow, on October 15, NVIDIA CEO Jensen Huang stated that the financial situation of data center operator CoreWeave is improving. NVIDIA is a supplier of computing equipment to CoreWeave. At an event in Stockholm, Huang remarked, 'CoreWeave's strength is growing every day.' He believes there is no need for NVIDIA to provide financial guarantees for CoreWeave. 'I am optimistic. In fact, their cost of capital is decreasing.'
Previously, confidence in CoreWeave within the credit market had deteriorated, with concerns about rising default risks. Huang is now attempting to restore market confidence in the company. CoreWeave serves as an important case study for evaluating the sustainability of the business models of emerging AI infrastructure companies. These companies have emerged to meet what NVIDIA and others describe as the nearly infinite growth in demand for AI computing power.
Companies like CoreWeave have taken on significant debt with the support of suppliers, including NVIDIA, raising concerns in the market about circular financing creating artificial demand. (Jin10)
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