CoreWeave — page 2

CoreWeave warns investors that ditching Nvidia chips would be expensive and slow

CoreWeave's reliance on Nvidia highlights the risks of single-supplier dependency, potentially impacting future adaptability and competitiveness.

CryptoBriefing•Editorial Team12 Aug

CoreWeave CEO confirms GPU bookings with Nvidia through 2029

CoreWeave's long-term GPU deal with Nvidia highlights the enduring demand for legacy tech, reshaping market dynamics and investment strategies.

CryptoBriefing•Editorial Team12 Aug

CoreWeave and Nebius report strong AI infrastructure growth despite losses

AI infrastructure growth signals robust demand, potentially boosting NVIDIA's market position despite financial hurdles for CoreWeave and Nebius.

CryptoBriefing•Estefano Gomez12 Aug

Nebius surges 18%, outperforming AI cloud stocks CoreWeave, Cloudflare

Nebius's growth highlights the escalating demand for AI infrastructure, signaling potential shifts in cloud market dynamics and investment strategies.

CryptoBriefing•Estefano Gomez12 Aug

Nebius surges 18% after earnings blow past estimates, outperforming CoreWeave and Cloudflare

Nebius's rapid growth highlights the expanding AI infrastructure market, challenging established players and attracting strategic investments.

CryptoBriefing•Editorial Team12 Aug

CoreWeave surges 16% on $2.58 billion revenue quarter as AI infrastructure demand eclipses crypto

CoinDesk•James Van Straten12 Aug

CoreWeave raises FY2026 sales guidance to $12.4B-$13.2B as AI infrastructure demand surges

CoreWeave's ambitious growth targets highlight the escalating demand for AI infrastructure, posing challenges in balancing expansion with profitability.

CryptoBriefing•Editorial Team11 Aug

CoreWeave stock jumps 14% as revenue doubles and backlog tops $104 billion

CoreWeave shares surged about 14% after hours as Q2 revenue rose 112% to a record $2.58 billion and its AI cloud revenue backlog reached $104.2 billion.

CryptoBriefing•Estefano Gomez11 Aug

CoreWeave expects Q2 revenue near $2.55B, doubling year over year

CoreWeave's revenue surge highlights the growing demand for AI infrastructure, signaling a shift in tech investment priorities and market dynamics.

CryptoBriefing•Editorial Team11 Aug

SpaceX’s Nvidia deal may disadvantage neoclouds like CoreWeave and Nebius

SpaceX's Nvidia deal could strain GPU supply chains, challenging neoclouds' growth and potentially reshaping the AI infrastructure landscape.

CryptoBriefing•Editorial Team8 Aug

CoreWeave falls 20% over three months, but analyst sees 65% upside ahead

CoreWeave's potential rebound highlights investor optimism in tech pivots and market resilience despite recent setbacks.

CryptoBriefing•Editorial Team6 Aug

Galaxy Digital posts $85M Q2 loss, but its data center bet is starting to pay off

Galaxy Digital's strategic pivot towards AI infrastructure could stabilize its financials, but heavy reliance on CoreWeave poses risks.

CryptoBriefing•Editorial Team5 Aug

CoreWeave secures multi-year SSD supply deal with Solidigm to fuel AI cloud expansion

CoreWeave's strategic SSD deal with Solidigm highlights the critical role of optimized storage solutions in scaling AI infrastructure efficiently.

CryptoBriefing•Editorial Team5 Aug

CoreWeave enters Asian market with data centers in Indonesia

CoreWeave's expansion into Asia could significantly boost its market presence, tapping into regional demand for specialized AI cloud services.

CryptoBriefing•Editorial Team4 Aug

The brutal $346M math behind Galaxy’s high-stakes race to build CoreWeave’s Texas AI mega-center

Phase II handovers are expected to begin in 2027 as the project company takes on fixed cash costs.

CryptoSlate•Liam 'Akiba' Wright26 Jul

CoreWeave CFO sells $6M in company shares, sparking investor analysis

CoreWeave CFO Nitin Agrawal sold $5.96M in shares after RSU vesting. Here's what the insider sale means for investors in the AI GPU cloud

CryptoBriefing•Editorial Team22 Jul

Applied Digital hits 1 GW AI infrastructure milestone as former crypto miner pivots hard into data centers

Applied Digital, formerly Applied Blockchain, surpasses 1 GW of contracted AI data center capacity with $11 billion in CoreWeave lease revenue anticipated.

CryptoBriefing•Editorial Team17 Jul

CoreWeave stock faces prolonged decline amid market pressures and mounting competitive threats

CoreWeave's decline highlights the volatility and strategic challenges in the AI infrastructure sector, impacting investor confidence and market dynamics.

CryptoBriefing•Editorial Team15 Jul

Bernstein: Core Scientific’s AI colocation returns skewed by CoreWeave funding

The skewed returns in AI colocation deals highlight the critical need for investors to scrutinize contract structures and customer reliability.

CryptoBriefing•Editorial Team15 Jul

CoreWeave explores Wall Street-style derivatives to hedge memory-chip price risk

CoreWeave's hedging strategy highlights the evolving risk management in tech supply chains, potentially reshaping supplier contract dynamics.

CryptoBriefing•Editorial Team15 Jul