Tag: CoreWeave
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CoreWeave’s GPU-Backed Loans: One Rated A3, Two Rated Ba2, and the Depreciation Question
CoreWeave closed the first investment-grade GPU-backed loan — $8.5B, rated A3 — in March 2026.
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Why AI Cloud Companies Lose Money Even at 66% Gross Margins
Nvidia’s gross margin was 75.0% last quarter; management guided it to 72–73% next year, pointing to memory costs.