Comment by etempleton

Nvidia is willing to prop it up, I have no doubt about that, but that doesn’t matter if the market loses faith in the AI narrative. Core weave is a public company, investors can abandon the stock and have already started to do so. Anthropic and Open AI will probably also soon be public. If the market loses faith. It doesn’t matter. And Nvidia may eventually have to decide how much money they are willing to lose on Coreweave.