Dave Nicholson breaks down CoreWeave’s (CRWV) aggressive expansion through major AI infrastructure deals with Anthropic and Meta (META). They debate whether the surge in data‑center partnerships reflects a durable shift or a speculative cycle driven by concentrated clients, heavy debt, and uncertain ROI. The panel also explores chip demand, evolving competition among Nvidia (NVDA), AMD (AMD), and Broadcom (AVGO), and how emerging AI leaders like OpenAI and Anthropic could disrupt legacy software dominance.