AI cloud infrastructure company CoreWeave has seen its market capitalization plummet by nearly 40%, reflecting investor concern about the ability of startups to continue growing in the face of intense competition and the rising costs of servers and graphics cards needed to run intelligent systems.
Analysts believe that this decline may indicate the need to re-evaluate investors' bets on AI companies, especially after the last period that witnessed huge price hikes due to exaggerated expectations.
While some expect a "correction" in AI markets, the question remains: is it a natural slowdown after the rapid rise or the beginning of a real bubble bursting in the market?