CoreWeave, Inc. (CRWV)
CoreWeave: A Trillion-Dollar Play In The Making
CoreWeave is evolving from an AI cloud hardware provider to a full-stack agentic infrastructure platform, targeting the AI agent revolution. CRWV's acquisition of OpenPipe and focus on reinforcement learning positions it to capture higher-margin software and orchestration revenue beyond GPU compute. Rapid sales growth, expanding backlog, and deepening customer integration support a long-term thesis of durable demand and high switching costs for CRWV.
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CoreWeave CEO pushes back against 'circular investment' concerns in AI
CNBC's Becky Quick reports on the latest news.
Traction we get with clients once they get proof of concept is 'overwhelming', says CoreWeave CEO
CoreWeave Co-Founder and CEO Mike Intrator joins 'Mad Money' host Jim Cramer to talk quarterly results, the state of play in the AI space, recent acquisitions and more.
CoreWeave CEO pushes back against circular investment concerns
CoreWeave CEO Michael Intrator discussed his company's deals with a number of artificial intelligence giants. He brushed off concerns that the agreements are circular investments, saying such a narrative is "fundamentally flawed.
CoreWeave stock rallies as it introduces new AI tools for developers
CoreWeave has new tools to sell to individual software developers who want to train and monitor artificial intelligence models. The product complements CoreWeave's existing business of renting Nvidia GPUs to OpenAI and other clients.
CoreWeave Is Back With The Bulls (Rating Upgrade)
CoreWeave secures multi-year hyperscaler contracts (Meta, Nvidia), ensuring visibility, reducing utilization risk, and locking demand in the AI data center supercycle. Leverage funds for long-duration infrastructure; $30B backlog and 200%+ growth offset near-term debt and capex drag. Vertical integration via the Core Scientific acquisition positions CRWV to control power, capacity, and margins, but execution risk remains tied to financing costs and electricity bottlenecks.
Will the $14.2B Meta Deal Give CoreWeave an Edge Over Competitors?
A $14.2 billion Meta deal positions CRWV as a major AI cloud contender, but rivals like Nebius and Microsoft keep the pressure high.
CoreWeave: Bears Are Wrong - This Is Not A Circular Economy, Reiterate Strong Buy
I believe CoreWeave's deal cadence, plus a $30.1B backlog (+86% yoy), materially derisks demand until the end of the decade. The GB300 ramp adds a near-term top-line catalyst for Q3 and Q4. OpenAI committed about $22.4B in 2025 for training next-gen models tied to the ~10 GW Stargate project. Meta signed a $14.2B capacity deal through 2031, with an extension clause. Nvidia placed a $6.3B initial services order and must buy any unsold capacity through 2032. With only 6% ownership and no majority stake, I see no artificial demand (circular economy).
CoreWeave deal with Meta to boost Q3 backlog: analysts
Citi analysts on Thursday weighed in on CoreWeave Inc's (NASDAQ: CRWV) recent agreement with Meta Platforms Inc (NASDAQ:META, ETR:FB2A, SWX:FB), in which Meta has committed to pay up to $14.2 billion through December 14, 2031, under a new order form added to an existing master services agreement signed in late 2023. The agreement allows Meta to access CoreWeave's cloud computing capacity via reserved capacity orders and may be further expanded through 2032.
CoreWeave: Something Is Very Wrong
CoreWeave, Inc. secured a $14.2B compute power deal with Meta Platforms, boosting its stock 15% and diversifying revenue beyond Microsoft. We're in the middle of a seemingly unsustainable high wave of spend on AI infrastructure spearheaded by OpenAI, which makes us cautious of the current excitement. Having said that, we don't expect this to weigh on CoreWeave stock in the short term as the market continues to digest AI spend headlines without asking questions.
CoreWeave's stock has been red hot, but this rival may be a better investment
While CoreWeave grabs headlines with its Meta deal, rival neocloud Nebius might offer a better path for growth, according to one Wall Street firm
