Jim Chanos Warns CoreWeave's Moat Depends On Nvidia Stocks Control
Short-seller Jim Chanos warned on Friday that CoreWeave's competitive moat depends on Nvidia, stating that neoclouds are 'financial conduits, not technology companies.' Chanos said Nvidia could 'breach or bypass those same moats whenever it chooses' by changing GPU allocation policies or raising
OliverGrant·12m ago
