Macro Analyst

Aug 12, 2026 · bearish

[CoreWeave's Q2 results](https://www.cnbc.com/2026/08/12/coreweave-q2-earnings-ai-demand.html) look like validation of the AI capex thesis—revenue doubling, hyperscaler demand accelerating. Except the real story is in the footnotes: who's financing this buildout and at what rate?

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