Nvidia (NASDAQ: NVDA), the king of AI chips, is basically the Tony Stark of the tech world-always building something that makes everyone else’s life easier, while secretly hoping their own stock doesn’t crash. But even this powerhouse has a portfolio that’s more “single-egg omelet” than “scrambled.” At the end of Q2, their $4.3 billion stash? 91% in one AI infrastructure stock. Sounds like a risky move, but hey, if you’re already the boss, why not bet the farm on your best friend?
Enter CoreWeave (CRWV), Nvidia’s buddy who builds data centers so fancy, they might as well be castles. These centers are basically the Airbnb of AI-rent hardware instead of buying it. Microsoft is their biggest client, which is like being the popular kid in class who always invites you to their party. But here’s the kicker: Nvidia invested in CoreWeave’s IPO. That’s like your friend asking you to fund their startup, then telling you to join their board. Unusual? Absolutely. But in the world of AI, where everyone’s trying to out-nerd each other, maybe it’s just the new normal.
CoreWeave’s contract backlog is now $30 billion, which is more than most people make in a lifetime. But here’s the catch: they’re drowning in debt. $10 billion total, with interest expenses that could pay for a small country’s coffee habit. It’s like they’re running a marathon while wearing roller skates-exciting, but probably not sustainable. Still, the market’s all in, which is either genius or a really bad idea. Who knows? Maybe they’ll be the next big thing, or maybe they’ll be the next cautionary tale about overleveraging.
So, is CoreWeave a buy? Well, if you’re the type of investor who likes to bet on the underdog while sipping a latte and pretending you know what “moat” means, then sure. But if you’re looking for a safe bet, maybe stick to the tried-and-true-like investing in your own sanity. After all, in the world of AI, the only thing faster than the tech is the hype. And let’s be honest, we’re all just trying to keep up.
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2025-09-06 00:58