Agreed! In addition to its Capex intensity and unsustainable

来源: 于 2025-11-10 20:28:55 [博客] [旧帖] [给我悄悄话] 本文已被阅读：次

debts, CRWV's 100%-NVDA dependence is putting itself on Nvidia's sole mercy. This high potential single-point failure is a kill-shot risk. 

另外，公司的债务是$22B + $1B annual interest, it's a so-called debt bomb lol.