CoreWeave is playing a dangerous game moving into the federal space with Leidos. They are essentially leveraged to the hilt on GPUs that could turn into expensive bricks if the bubble pops and now they think compliance will save them. My latte is burnt and tastes like charcoal. Relying on DoD contracts means dealing with slow payment cycles and ridiculous bureaucracy that kills speed. If they cannot scale their infrastructure to meet SCIF standards without bleeding cash they are going to get absolutely wrecked by the overhead. The market is rigged by people who do not care about the tech. It is a long-term play for stability but it looks like a desperate pivot to cover the debt load before the credit markets tighten up.
@cryptotoolschain
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1August 12, 2026 5.2K
