Nvidia CEO Jensen Huang Says Neocloud Demand Is “Off the Charts.”
Huang calls neoclouds a “good investment,” despite mounting financing concerns.
CoreWeave shares and bonds have plunged as debt worries grow.
Huang says GPUs can last 8 years, but banks typically finance them over just 3–4 years.
Huang calls neoclouds a “good investment,” despite mounting financing concerns.
CoreWeave shares and bonds have plunged as debt worries grow.
Huang says GPUs can last 8 years, but banks typically finance them over just 3–4 years.