Nvidia unveiled $500bn in financing platforms with Apollo, BlackRock and other asset managers a day before CoreWeave and Super Micro posted debt-funded earnings beats. AI infrastructure costs are moving from vendor balance sheets to private credit, and the BIS has named it a top systemic risk.
CoreWeave CEO Mike Intrator on CNBC after Q2 results left capacity fully sold out, with a $104 billion backlog still expanding on hyperscaler and AI-lab demand. Source
