- Friday, November 13, 2026Nvidia loses $600B; who funds the AI build-out now?
Huang resigns, CoreWeave demands prepayment, SoftBank eats a gas-turbine loss.
- Thursday, November 12, 2026CoreWeave's cheaper debt, and data centers that may not exist
Compute gets cheaper money while power and permits stay scarce. Plus Nvidia's CEO risk.
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