Nebulizer(@SMASIMHO):Financing environment is definitely tight right now. Difference between $NBIS and $CRWV comes down to existing balance sheet and long-term margin profile. Arkady did say today that customer prepayments should be enough to bridge 2027 CAPEX (in additional to other potential sources outside of debt markets).

7hours ago

Financing environment is definitely tight right now. Difference between $NBIS and $CRWV comes down to existing balance sheet and long-term margin profile. Arkady did say today that customer prepayments should be enough to bridge 2027 CAPEX (in additional to other potential sources outside of debt markets).

Nicholas Mugalli@RealNickMugalli

8hours ago

Dude if $NVDA is not willing to help $CRWV idk who would… Jensen: we invested in them... ($NBIS $CRWV) that's different than backing them…expect them to work on their own to get the financing they need…