Hey Reader, CoreWeave isn’t the flashiest AI company, and unless you read the business pages, you may not have heard of it. But this month, Wall Street started betting against it. As we dig into that, we’ll also answer a question that the AI hype crowd doesn’t like to talk about, because it’s complicated and uncomfortable: How, exactly, are we paying for all the data centers? CoreWeave borrows money to buy AI chips. Lenders now consider that a riskier bet. CoreWeave is an important piece of...