CoreWeave fell in the first three trading days of this week amid concerns over rising bond yields and debt distress 20%, then rebounded on Thursday following Jensen Huang's remarks and Deutsche Bank's assessment. Analysts believe that AI demand for computing power could still support its subsequent performance.
PANews cited Wccftech as reporting that Musk proposed that Terafab could produce 1 of AI computing power; multiple industry insiders believe that achieving a stable mass-production yield target will be extremely difficult.
The report shows that China’s generative AI users have surpassed 700000000, with a penetration rate exceeding 50%; as of 2026, the scale of intelligent computing power reached June 2185 EFLOPS。
