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Edward Dowd: Nvidia's Jensen Huang statement on CoreWeave cost of capital is misleading

Edward Dowd: Nvidia's Jensen Huang statement on CoreWeave cost of capital is misleading
Dowd challenges CoreWeave capital cost claim

Edward Dowd, founding partner at OceanSquare Asset Mgmt and former BlackRock executive, criticized Nvidia CEO Jensen Huang's statement that CoreWeave's cost of capital is decreasing, describing it as misleading and inaccurate.

Dowd pointed out that bond spreads for CoreWeave have widened and its equity has declined, indicating the cost of capital is actually increasing. He directly challenged Huang's optimistic comments about CoreWeave's daily improvement, which were made at a Bloomberg event in Stockholm.

Dowd has previously described the consumer economy as struggling, citing the AI build out as the main area of focus. He has also noted that companies often rebrand when moving from growth to maturity phases, though this is not universal, according to a separate commentary on corporate life cycles. His recent remarks continue his critical assessment of current market developments.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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