The question everyone in AI is asking: How long before a GPU depreciates?:
With over $1 trillion in AI spending planned over the next five years ...
cnbc.com/2025/11/14/ai-gpu-depreciation-coreweave-nvidia-michael-burry.html
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field that develops and studies software enabling machines to exhibit intelligent behavior
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SA Asks: Are neocloud stocks a buy after this week's sell-off?: Are neocloud stocks a buy after this week's sell-off? Analysts weigh Nebius (NBIS) vs CoreWeave ...
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CoreWeave CEO Mike Intrator: Regulations around data centers are not going to in any way reduce demand
cnbc.com/video/2026/09/30/coreweave-ceo-mike-intrator-regulations-around-data-centers-are-not-going-to-in-any-way-reduce-demand.html
CoreWeave deal challenges Nvidia AI chip obsolescence fears: CoreWeave recently rented Nvidia A100 GPUs into 2029, suggesting AI chips stay useful and hold their ...
businessinsider.com/coreweave-deal-challenges-nvidia-ai-chip-obsolescence-fears-2026-8
Nvidia Stock: CoreWeave CEO Issues AI Warning | NVDA: CoreWeave CEO warned Nvidia must keep expanding AI capacity or risk losing customers to AMD
thestreet.com/investing/stocks/coreweave-ceo-sends-blunt-message-to-nvidia-stock-investors
CoreWeave CEO delivers blunt 5-word take on AI debate: The comment cuts through one of tech’s loudest arguments
thestreet.com/technology/coreweave-ceo-delivers-blunt-5-word-take-on-ai-debate
CoreWeave CEO delivers blunt 5-word take on AI debate: The comment cuts through one of tech’s loudest arguments
thestreet.com/technology/coreweave-ceo-delivers-blunt-5-word-take-on-ai-debate
A buried Nvidia warning could shake the entire AI buildout : Investors are watching how cloud providers manage the rising cost of AI infrastructure.
miamiherald.com/news/business/article313206991.html
Key FactsNvidia Chip Lifespan Debate Impacts AI Investment
Nov 28, 2025 · Reading time: ~45 sec.
Summary created with AI assistance · Source: thestreet.com
Summary created with AI assistance · Source: thestreet.com
- Nvidia refutes Michael Burry's analysis, correcting errors in share buyback calculations and GPU depreciation timelines.
- Burry likens AI infrastructure spending to the telecom overbuild of the late 1990s and cautions about inflated earnings.
- Cloud providers have adjusted hardware depreciation rates inconsistently, influencing operating income forecasts significantly.
- The outcome of this lifespan disagreement will affect Nvidia's growth, as shorter depreciations may reduce investment momentum.
Nvidia is clearly Cisco, not Enron.— Michael Burry regarding the risks associated with AI infrastructure and the overvaluation of Nvidia.
GPU depreciation could be the next big crisis coming for AI hyperscalers — after spending billions on buildouts, next-gen upgrades may amplify cashflow quirks
tomshardware.com/tech-industry/gpu-depreciation-could-be-the-next-big-crisis-coming-for-ai-hyperscalers-after-spending-billions-on-buildouts-next-gen-upgrades-may-amplify-cashflow-quirks
Paid articlePaywall
The ‘Big Short’ investor betting $1 billion against the AI bubble says Meta and Oracle’s accounting is hiding the brutal truth
fortune.com/2025/11/13/the-big-short-investor-closing-scion-ai-bubble-depreciation-explained/
Paid articlePaywall
Michael Burry warns of $176 billion depreciation understatement by tech giants: Michael Burry warns of $176 billion depreciation understatement by tech giants
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Big Tech's AI love fest is getting messy: It's not just OpenAI and Oracle. Inside the rise of strange AI bedfellows.
businessinsider.com/big-techs-ai-love-fest-getting-messy-openai-oracle-2025-10
CoreWeave’s quiet AI deal hints at a much bigger play : The Nvidia-backed stock’s latest play could rewrite its AI story.
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CoreWeave signs $14 billion AI infrastructure deal with Meta: CoreWeave said it has signed a $14 billion agreement with Meta to supply computing power ...
reuters.com/technology/coreweave-signs-14-billion-ai-deal-with-meta-bloomberg-news-reports-2025-09-30/
Exclusive: CoreWeave expands OpenAI pact with new $6.5 billion contract, sees "the quarter of diversification"
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How CoreWeave’s GPU Bet Made Four Risk-Loving Cryptominers AI Billionaires: Creative financing and an enormous appetite for risk helped CoreWeave’s Michael ...
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CoreWeave explodes: Nvidia partner refuels AI euphoria: CoreWeave shares rise 19% due to high AI demand, despite high debt and volatile price performance.
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CoreWeave stock rises after company announces $1.5 billion bond sale: CoreWeave stock gained after the renter of artificial intelligence data centers said it ...
cnbc.com/2025/07/21/coreweave-stock-debt-refinancing.html
CoreWeave to buy Core Scientific in $9 billion deal to meet AI power needs: CoreWeave will buy crypto miner Core Scientific in an all-stock deal valued at about ...
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Coreweave signs new $4 bln deal with OpenAI, filing shows: Nvidia-backed AI company Coreweave has signed an additional agreement with OpenAI under which the ...
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Key FactsCoreWeave Outlook: CapEx and Lockup Risks
May 15, 2025 · Reading time: ~45 sec.
Summary created with AI assistance · Source: wccftech.com
Summary created with AI assistance · Source: wccftech.com
- CoreWeave reported Q1 2025 revenue of $981.632 million, beating consensus by 14%.
- Guidance disappointed with projected Q2 CapEx of $3–3.5 billion alongside revenue guidance of $1.06–1.10 billion, and FY2025 revenue is forecast at $4.9–5.1 billion with CapEx of $20–23 billion.
- The company added Google as a hyperscaler customer and carries an order backlog of $25.9 billion, including $11.2 billion from OpenAI.
- DA Davidson downgraded CoreWeave to Underperform with a $36 price target, noting limited short-term downside due to a very small float and very high cost to borrow but warning risk may increase after lockup expirations and potential secondary offerings.
We realize shares may have limited short-term downside given the very small float and very high cost to borrow, but that may change upon the expiration of the lockup and likely need for secondaries.— Gil Luria, DA Davidson analyst, commenting on CoreWeave (CRWV) and the stock's limited downside due to its float
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