Jensen Huang told a Stockholm event that data-center operator CoreWeave’s
financial condition is improving and Nvidia, as its compute supplier, does not
need to provide a financial guarantee. He said CoreWeave’s strength is
increasing daily and that he is optimistic, adding its cost of capital is
falling. The remarks aim to restore market confidence after credit markets
signaled rising default risk for CoreWeave. Market attention remains on
CoreWeave as a test case for the sustainability of debt-fueled AI infrastructure
models and on concerns that heavy borrowing supported by suppliers could create
circular financing and artificial demand.
