This makes no sense.

https://ir.applieddigital.com/news-events/p...

The whole point of CoreWeave is that they build out data center infrastructure and rent it out to other companies so that they can run their A.I. workloads. If they are now contracting this out to another company ... then what is the point of CoreWeave? They're just an intermediate layer now providing no value, are they not? NVDA is heavily invested in this company, I wonder what they think...