CoreWeave Sell-Off Widens Valuation Gap Between OpenAI and Anthropic
A sharp sell-off in CoreWeave has rippled through the neocloud trade, pressuring AI infrastructure stocks and sharpening investor scrutiny of private-market valuations across the sector. The move is also widening the perceived gap between OpenAI and Anthropic, as markets reassess which leading AI company can sustain premium pricing in a more cautious funding environment.
