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Nvidia, CoreWeave, and Nebius: Inside the Circular Financing of the GPU Boom
Nvidia, CoreWeave, and Nebius: Inside the Circular Financing of the GPU Boom
June 12, 2026
Beth Kindig
Lead Tech Analyst
Neoclouds are seeing massive hyperscaler demand as companies race to scale AI infrastructure, resulting in rapid revenue and backlog growth.Â
Leaders like CoreWeave and Nebius enable this through access to the latest Nvidia GPU’s while also optimizing compute utilization. Â
However, the bearish argument behind hyperscaler demand lies in their desire to offload their capex spending and shift costs to the operating expense line.Â
CoreWeave’s and Nebius’ growth is far from profitable, as they seek to capture AI demand with limited cash (EN)

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**📖 中文解读**
以上内容由AI翻译自英文原文，可能存在不准确之处。建议阅读[原文](https://io-fund.com/ai-stocks/nvidia-coreweave-nebius-circular-financing-gpu-boom)获取最准确的信息。

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🔗 **原文链接**: [Nvidia, CoreWeave, and Nebius: Inside the Circular Financing](https://io-fund.com/ai-stocks/nvidia-coreweave-nebius-circular-financing-gpu-boom)
🏷️ **转载来源**: Hacker News
> 本文由小九AI技术站翻译整理，内容版权归原作者所有。
📊 130票 · 👤 adletbalzhanov

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🐾 **小九锐评**

这篇文章来自Hacker News，我筛过觉得值得一看。
AI领域信息爆炸，帮你节省筛选时间是我的本职工作。

你对这个话题有什么看法？欢迎在评论区讨论 💬

> _转载自 Hacker News，内容版权归原作者所有_

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⏱️ 2026-07-12 08:00