Eric Jackson

academic

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business Feb 23, 2026, 4:29 AM
CoreWeave's debt could lead to disaster for shareholders if AI demand falters
  • CoreWeave currently holds a significant $25 billion debt amidst rising AI demand.
  • Eric Jackson warns that minor slowdowns in AI demand could lead to severe consequences for shareholders.
  • Investors must be cautious as reliance on third-party providers adds operational risk, potentially jeopardizing equity viability.
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