智通财经网·2025-11-14 15:41Core View - CoreWeave (CRWV.US) has experienced a nearly 5% decline on Friday and a 45% drop within the month, raising concerns about its business model and reliance on Nvidia [1] Business Model Concerns - A forthcoming investigative report from a U.S. tech media outlet describes CoreWeave as "the core of the AI bubble," questioning its sustainability without substantial funding and hardware support from Nvidia [1] - The report emphasizes that CoreWeave's operations may be nearly impossible without Nvidia's large-scale financial and hardware backing [1] Market Demand Fluctuations - There are doubts regarding CoreWeave's ability to maintain its business model amid fluctuations in AI demand, highlighting potential vulnerabilities in its operational strategy [1]