Bridgewater Invests in AI Infrastructure Despite Dalio's Caution
Update: 2025-11-27
Description
Bridgewater Associates, despite founder Ray Dalios cautions, has invested in CoreWeave, an AI infrastructure company with strong ties to Nvidia. CoreWeaves third-quarter revenue surged, but annual guidance fell short, causing a stock dip due to construction delays. CoreWeave rents Nvidia chips to major cloud providers and has secured massive contracts. Analysts predict significant revenue growth and profitability by 2028.
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