In this week’s podcast, Nucleus Wealth’s Chief Investment Officer, Damien Klassen, examines whether CoreWeave could be the canary in the coal mine for the AI boom — as mounting debt, soaring borrowing costs, and questions over future returns put pressure on one of the industry’s key infrastructure providers. We unpack what its troubles reveal about the economics of the AI build-out, whether the billions pouring into data centres can deliver the returns investors expect, and whether cracks in CoreWeave could signal a broader turning point for the AI trade.
Join us live at 12.30pm AEDST.
Take us on your daily commute! Nucleus Investment Insights is available in Podcast form on iTunes and all major Android Podcast Platforms.
Damien Klassen is Chief Investment Officer at the Macrobusiness Fund, which is powered by Nucleus Wealth.
Follow @DamienKlassen on X(Twitter) or Linked In
The information on this blog contains general information and does not take into account your personal objectives, financial situation or needs. Past performance is not an indication of future performance. Damien Klassen is an Authorised Representative of Nucleus Advice Pty Limited, Australian Financial Services Licensee 515796. And Nucleus Wealth is a Corporate Authorised Representative of Nucleus Advice Pty Ltd.