There are doubts in the AI buildout as CoreWeave's (CRWV) debt financing is questioned, though Rolf Bulk of Futurum says the neocloud's backlog supports the spending even if future deals face some constraint. He adds that CoreWeave and other neoclouds "will not collapse by any means" due to the GPUs they have offering sources of tangible income. While Rolf sees an overall slowdown in AI growth into 2027, he expects Nvidia (NVDA) and AI memory names like Micron (MU) and SK Hynix (SKHY) to continue delivering strong earnings.