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CoreWeave Debt Concerns Contrast With Anthropic's IPO Plans
Wall Street is showing apprehension about CoreWeave's $51 billion in debt and lease obligations, reflected in rising credit default swap spreads. Meanwhile, Anthropic is preparing for a potential Nasdaq IPO in late 2026, driven by strong revenue and profitability. This situation highlights investor division between highly leveraged AI infrastructure firms and profitable AI model developers.
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