Aswath Damodaran Discusses AI Investment Cycle and CoreWeave Debt Concerns
NYU finance professor Aswath Damodaran warns that smaller AI infrastructure companies like CoreWeave face significant debt risks during the current AI investment cycle. While he expresses concern about smaller firms operating in 'danger territory' due to their debt levels, Damodaran does not view debt as a major concern for larger, more established companies in the sector.
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‘Debt Can Be a Real Issue’ for CoreWeave, Says Damodaran
NYU finance professor Aswath Damodaran warns that smaller AI infrastructure companies like CoreWeave face significant debt risks during the current AI investment cycle. While he expresses concern about smaller firms operating in 'danger territory' due to their debt levels, Damodaran does not view debt as a major concern for larger, more established companies in the sector.
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