CoreWeave counters a key bear case on the AI trade. What it means for our data center stocks
Reported by CNBC · cnbc.com · August 12, 2026
CoreWeave is seeing strong demand for six-year-old Nvidia chips, helping justify all the current AI capex.
What the tape says
What to watch: AI infrastructure spend continues to concentrate in compute, memory, and power equipment.
Market reaction today: $NVDA -2.91%, $CRWV -1.82%
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