An insightful breakdown of the coreweave situation – Breaking News & Latest Updates 2026
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Elizabeth Lopatto
An insightful breakdown of the CoreWeave situation.

This one is for the real finance sickos — what the increased cost of capital for CoreWeave means. Marc Rubenstein, a former hedgie, is fairly granular about CoreWeave’s loans, which is helpful for trying to understand this situation. I came away wondering if Nvidia, which I think is is functionally the central bank for the neoclouds, will decide to bail CoreWeave out, and if so, what that will look like.

Capital Wars

[Net Interest]

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