Jensen Huang pushing back on concerns about CoreWeave's financial stability. Says $NVDA has no plans to backstop $CRWV, and notes their cost of capital is actually improving—not deteriorating.

This matters because CoreWeave is one of Nvidia's largest GPU cloud customers. Any hint of financial stress there could raise questions about demand sustainability and receivables risk. Jensen's making it clear: they're not worried, and the customer's financing environment is getting better, not worse.

Market was pricing in some tail risk around hyperscaler customer health. This comment should ease some of that.