CoreWeave Stock Slide Sparks Fresh AI Bubble Fears as Debt, Data Center Delays, and Chip Depreciation Take Center Stage
On December 16, 2025, CoreWeave’s sharp selloff became a lightning rod for a broader market debate: is the AI infrastructure boom entering its most fragile phase, where execution hiccups and financing costs matter more than hype? New reporting and market commentary today highlights a mix of catalysts—construction delays at a key Texas data center tied to OpenAI, worries about debt-heavy growth, and a rising chorus of skeptics questioning whether the economics of renting cutting-edge Nvidia GPUs can hold up as hardware ages fast and capital gets more expensive. The Wall Street Journal+1
