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@carrioresearch · 2026-10-16 02:38

$NVDA $CRWV Huang took the capital question to CoreWeave ($CRWV). Speaking in Stockholm on Oct. 15, he said its cost of capital is "actually decreasing," that its strength is improving every day, and that Nvidia does not need to backstop it. On Bg2 he had laid out where this goes. For clouds that run Nvidia's full stack, Nvidia can be the investment partner "helping them secure their financing and capital," and in those deals "it's very likely that we'll move to rev share." He called that and enterprise software licensing two new growth vectors tied to the installed base, not to one-time hardware sales. Nvidia already holds a CoreWeave stake and has agreed to buy up to $6.3 billion of its unsold capacity through 2032. I'd expect more neocloud financing to come with Nvidia on the cap table, and the payback to show up as rev share over four to ten years.

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