Pushed into massive spending — $69 billion in debt come 2028, says Merrill — is a kind of enslavement. Maybe there’s a way out… CoreWeave may end up just a software vendor CoreWeave’s “core” strength is software to manage clusters of chips. The company has been pushed into massive borrowing by the urgency of the AI giants. As their support wanes over time, and as the inference market erodes the value in the service, CoreWeave may shed the money-losing part to focus on its software expertise. That would be a good outcome for the company. thetechnologyletter.com $CRWV

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