When he thinks the time is right, Nvidia (NVDA) CEO Jensen Huang is likely to speak about what's happening at key partner and fallen AI stock darling CoreWeave (CRWV). "Don't forget that Nvidia is basically financing all these deals with them with other hyperscalers because they want to block off the competition. They want to make sure that CoreWeave and others are using Nvidia GPUs and not AMD (AMD) GPUs," veteran tech analyst Tal Liani said on Sozzi Unleashed on Thursday, moments after publishing a bullish note on CoreWeave with an aggressive $140 price target. Liani added, "So at the end of the day, there is an inherent interest both ways.
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