Nvidia paying $6.3 billion for compute capacity that CoreWeave could not sell to external customers is the clearest single example of what the AI infrastructure conversation has been circling for months. One Bluesky user put the structural observation simply: Nvidia paying CoreWeave for unused capacity is "very hard to interpret as anything other than a free $6.3B" . The amusement in that framing is earned — it correctly identifies that the transaction does not represent genuine end-market demand. It represents Nvidia choosing to make CoreWeave's balance sheet look healthier rather…