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Coreweave

All articles tagged with #coreweave

investing12 days ago•8 min saved

Nvidia’s AI Push Elevates CoreWeave and Nokia as Potential Winners

The Motley Fool highlights Nvidia-backed plays CoreWeave and Nokia as potential beneficiaries of Nvidia’s AI surge. CoreWeave, a neocloud provider, reports strong revenue growth and a huge $99 billion backlog fueled by Nvidia tech and its Vera Rubin platform, but carries roughly $25 billion in debt and a rich valuation. Nokia is integrating Nvidia ARC-Pro processors into its 5G equipment to enable AI inference and CUDA support, and is involved in data-center upgrades with customers like T-Mobile and Orange, with modest 2025–2026 revenue growth but a notable year‑long stock rally. The piece frames these stocks as Nvidia‑driven opportunities while noting valuation and balance‑sheet risks, and it points readers to broader Fool Stock Advisor recommendations.)

via The Motley Fool|

#ai #cloud-computing #coreweave

business1 month ago•81 min saved

Dell Delivers Nvidia Vera Rubin NVL72 Rack, Sparking CRWV Rally at CoreWeave

CoreWeave's stock (CRWV) rose after Dell delivered Nvidia's Vera Rubin NVL72 server rack to CoreWeave—the first deployment of the NVL72—while Michael Dell called the collaboration 'thrilled,' signaling strong demand for GPU-accelerated cloud infrastructure.

via Yahoo Finance|

#business #coreweave #crwv

technology1 month ago•7 min saved

Google, Blackstone back neocloud venture to challenge Nvidia in AI compute

Alphabet plans to start selling its Tensor Processing Units (TPUs) to select customers and is partnering with Blackstone on a capital-heavy neocloud compute-as-a-service venture. With an initial push toward hundreds of megawatts of TPU capacity, the move could pressure Nvidia’s dominance in AI accelerators and intensify competition with smaller players CoreWeave and Nebius in the rapidly growing neocloud market.

via The Motley Fool|

#blackstone #coreweave #google-tpus

market-news2 months ago•16 min saved

Top Investor Flags Risks Behind CoreWeave's Growth

CoreWeave posted a strong Q1 2026 revenue surge (about $2.1 billion, up 32% sequential and 112% YoY) and a backlog near $99.4 billion, but an EPS miss (-$1.11 vs -$0.92 expected) pressured the stock, which fell ~11%. Top investor Geoffrey Seiler cautions that CoreWeave’s highly leveraged, cash-flow-light model makes it vulnerable to rising GPU costs and dependence on external financing, noting comparisons to cash-rich hyperscalers. The company raised its 2026 capex lower bound to $31 billion (high end $35B) and issued Q2 guidance of $2.45–$2.6 billion (below consensus), while Wall Street maintains a Moderate Buy view with a 12‑month target around $132.65 (about 16% upside).

via TipRanks|

#ai-infrastructure #coreweave #crwv

technology2 months ago•20 min saved

CoreWeave Nears $100B Backlog as Q1 2026 Revenue Rockets

CoreWeave posted Q1 2026 revenue of $2.08B (versus $0.98B a year earlier) with a net loss of $740M and adjusted EBITDA of $1.16B, while reporting a record $99.4B revenue backlog and more than 1 GW of active power contracted to over 3.5 GW. The quarter featured major wins with Meta (a $21B commitment) and Anthropic, plus a $2B NVIDIA investment and an $8.5B DDTL facility, underscoring rapid AI-infrastructure scale and expanded offerings such as Dedicated Inference and ARENATM.

via Business Wire|

#ai-infrastructure #coreweave #nvidia-investment

business2 months ago•36 min saved

Jane Street Bets $6B on CoreWeave AI Cloud, Adds $1B Equity Stake

Jane Street committed about $6 billion to CoreWeave’s AI cloud and acquired a $1 billion equity stake, expanding their partnership to deploy next-generation compute for large-scale ML and trading across CoreWeave’s facilities, including NVIDIA’s Vera Rubin tech.

via CoreWeave|

#ai-cloud #business #coreweave

technology3 months ago•36 min saved

CoreWeave and Anthropic Strike Multi-Year AI Compute Pact for Claude

CoreWeave and Anthropic announced a multi-year agreement to run Anthropic’s Claude models on CoreWeave’s AI cloud, enabling production-scale workloads with high performance and reliability; the deal expands CoreWeave’s ecosystem to include nine of the top AI model providers and will begin rolling out later this year.

via CoreWeave|

#ai-cloud #anthropic #claude

technology3 months ago•35 min saved

Meta and CoreWeave Extend AI Cloud Pact to $21B by 2032

CoreWeave and Meta Platforms expanded their AI cloud agreement to roughly $21 billion through December 2032, with CoreWeave provisioning dedicated capacity across multiple sites and enabling early NVIDIA Vera Rubin deployments to scale Meta’s AI inference workloads, signaling surging demand for high-performance AI infrastructure.

via CoreWeave|

#ai-cloud #coreweave #inference-workloads

market-news3 months ago•14 min saved

CoreWeave Secures $21B Meta AI Cloud Pact, Boosting CRWV

CoreWeave announced a $21 billion expansion to its AI infrastructure agreement with Meta Platforms, extending cloud capacity through 2032 across multiple locations and including Nvidia Vera Rubin deployments to support Meta’s growing AI workloads; CRWV rose in pre-market trading, and analysts assign a Moderate Buy rating with a target near $115, signaling upside.

via TipRanks|

#ai #coreweave #crwv

market-news4 months ago•14 min saved

CoreWeave Poised for AI-GPU Growth with Buy Signal

CoreWeave (CRWV) is described as a neocloud provider delivering Nvidia GPU-accelerated AI workloads for clients such as Microsoft and OpenAI, backed by a large revenue backlog and rapid scaling toward profitability in the next few years; TipRanks’ technicals currently flag a Buy with a consensus price target around $113.45, implying roughly 38% upside.

via TipRanks|

#ai #coreweave #crwv

market-news4 months ago•14 min saved

Oracle-OpenAI Abilene AI Center Update Triggers BE and CRWV Selloff

Bloom Energy and CoreWeave fell after a Bloomberg report said Oracle and OpenAI scrapped plans to expand a large AI data-center in Abilene, Texas due to financing issues; BE slid about 15% to $135.19 and CRWV about 2.5% to $72.99 as sentiment around AI infrastructure stocks cooled, though Meta and Nvidia were linked to potential alternative arrangements.

via TipRanks|

#ai-infrastructure #bloom-energy #coreweave

market-news4 months ago•15 min saved

ARK Invest Bets Big on CoreWeave Amid Selloff

Cathie Wood’s ARK Invest purchased about 198,980 CoreWeave shares (~$19.4 million) despite a 19% drop after mixed Q4 results, signaling conviction in AI infrastructure demand. ARK also bought 252,169 shares of Kratos Defense & Security Solutions while trimming exposure to Teradyne and Rocket Lab. Wall Street assigns CRWV a Moderate Buy with a price target around $114, implying ~43% upside; the moves reflect a long‑term AI compute growth thesis rather than near‑term earnings concerns.

via TipRanks|

#ai #ark-invest #cathie-wood

business4 months ago•14 min saved

CoreWeave’s Mixed Q4 Triggers Selloff, Dragging Nebius and Iren Down

CoreWeave (CRWV) posted a mixed Q4 with an 89-cent loss per share on revenue of $1.57B (up 110%), a $66.8B backlog, and guidance below expectations, while pursuing an $8.5B loan backed by a Meta deal. The stock slid over 21% and pulled Nebius (NBIS) and Iren (IREN) lower as profitability remains a sector-wide hurdle for neocloud players; Nebius widened losses to $173M, and Iren returned to a 52-cent-per-share loss. Analysts show Nebius as the only Strong Buy among the group, with Iren offering the biggest upside (over 80%) and CoreWeave about 21% upside but a low Smart Score (3/10). The piece underscores ongoing profitability challenges despite solid AI infrastructure demand.

via TipRanks|

#ai-infrastructure #business #coreweave

market-news4 months ago•15 min saved

CoreWeave Slides 16% Amid Profitability Worries Despite Revenue Boom

CoreWeave’s stock fell about 16% after Q4 results showed revenue up 110% to roughly $1.57 billion, but a larger loss and rising debt from rapid data-center expansion spooked investors. The company’s guidance for Q1 revenue of $1.9–2.0 billion and an ~8% operating margin, plus 2026 capex of $30–35 billion, suggest profits may stay thin in the near term despite strong demand and a multi‑billion backlog.

via TipRanks|

#coreweave #crwv #debt

business4 months ago•3 min saved

CoreWeave Dips After Mixed Q4 as Debt Burden Mounts

CoreWeave posted a Q4 revenue beat of $1.57 billion and an adjusted loss of 56 cents per share, but its debt ballooned toward $30 billion and interest costs rose, weighing on the stock which fell about 7% after hours as early investor Magnetar continues selling shares.

via Barron's|

#business #coreweave #debt