Jensen Huang says Nvidia doesn't need to backstop CoreWeave as its cost of capital falls

ayushthakur0 · x · 2026-10-16

Nvidia CEO Jensen Huang said Nvidia "doesn't need to backstop" CoreWeave ($CRWV) because its financial strength is improving and its cost of capital is "actually decreasing." The commenter suggests he means loans backed by GPUs and customer contracts can get cheaper even as CoreWeave's unsecured bonds get more expensive — helping explain the disconnect between the stock and the bond market.

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