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Re:I'm Not Convinced the AI Bubble Exists by qaq on Monday November 09, 2026 @11:27AM (#50427777)
CoreWeave defaulting vs say Alphabet or Meta or MS or Amazon is very different thing. According to Pachai right now they are severely compute constrained they have 2x the demand they can serve. So while CoreWeave bondholders might take a haircut one of the hyperscalars will likely gladly buy their assets.

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