Investors are increasingly questioning the AI sector’s ability to finance its expansion, with CoreWeave serving as the main test case. The AI-focused cloud computing company has raised substantial capital but is estimated to require $85 billion to finance its backlog. Its stock is trading near its 52-week low, while its financing operations, including a substantial term loan and significant unsecured debt, are under scrutiny. Investors are watching whether CoreWeave can avoid bankruptcy and whether these difficulties could affect Anthropic’s valuation, which the market does not currently price at $600 billion by December 31, 2026.
Source: Read the original article


