00:00A sharp sell-off in AI infrastructure firm CoreWeave is raising new questions about the
00:06value of some of the industry's biggest players, including OpenAI and Anthropic.
00:11CoreWeave's shares and bonds have come under pressure as investors grow more concerned
00:16about its heavy debt load and the risk of higher borrowing costs.
00:20The turmoil is also testing investor confidence in the massive spending and future revenue
00:26expectations during the AI boom. As scrutiny of AI companies intensifies,
00:31their lofty private market valuations may face a tougher test.