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CoreWeave's losses and the question of AI investment returns
A post argues that AI infrastructure's returns remain uncertain, even as AlphaFold shows its potential scientific value.
TLDR
An October 16 post says CoreWeave shares fell 20% across three trading sessions before rebounding 5.9% on Thursday. It puts the company's second-quarter 2026 revenue at $2.575 billion, net loss at $626 million and net interest expenses at $640 million. The writer argues that infrastructure returns remain uncertain, but points to AlphaFold and workplace AI as reasons to expect broader benefits and eventual profits.
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