Big tech companies are just now starting to take out debt to build datacenters, this is bullish for $CRWV.

Why? The GPU cloud infrastructure provider gets paid regardless of if the debt get paid.

Don’t forget about these quotes from Sam Altman:

“CoreWeave has been our largest and earliest compute partner. CoreWeave has helped us build and scale really large compute clusters that led to the models we’re best known for.”

“CoreWeave has figured out how to innovate on hardware, data center construction, and knows how to deliver results very quickly.”

“We’re in a new industry, figuring out the right infrastructure to build and building a lot of it is very important. CoreWeave has proven their ability to figure that out.”

Oh and the post below where CoreWeave is listed alongside Microsoft, Nvidia, Oracle, and Google from the CEO who wants to spend $1T on datacenter infrastructure.

I’d say that’s good company to be in.