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kennyadamtoday at 1:43 AM3 repliesview on HN

This video that breaks down the crazy financial positions of all the AI companies and how they are all involved with one called CoreWeave (who could easily bring the whole thing tumbling down) is fascinating: https://youtu.be/arU9Lvu5Kc0?si=GWTJsXtGkuh5xrY0


Replies

chasd00today at 3:25 AM

Yeah I see coreweave as a canary in the coal mine. They’re not doing so hot and basically got a bailout by Nvidia a few days ago.

https://techcrunch.com/2026/01/26/nvidia-invests-2b-to-help-...

ruckfooltoday at 2:45 AM

Coreweave acquired WandB last year. https://www.coreweave.com/blog/coreweave-completes-acquisiti... . Strategic.

downrightmiketoday at 3:40 AM

And the loans given to nvidia, the collateral are old and rapidly discounting GPUs