CoreWeave Inc

CRWV

Market cap $59.8B

Our CoreWeave (NASDAQ:CRWV) call is built on the collision between explosive AI infrastructure demand and a balance sheet straining under capex.

Bellevue's AI frenzy continues as CoreWeave recently doubled its footprint to 36,000 square feet at One Bellevue Center, according to a report in the Puget Sound Business Journal.

The rapid rise of autonomous AI agents is creating favorable demand for cloud infrastructure, and few companies are better positioned to benefit than CoreWeave, Inc. CRWV. As enterprises move beyond traditional AI chatbots toward autonomous systems capable of reasoning, planning and executing tasks independently, the computing requirements behind these applications are expanding dramatically.

CRWV's backlog nears $100B, up about 4x year over year, with 75% set to turn into revenues in four years as AI-cloud capacity ramps.

CoreWeave (NASDAQ:CRWV) just booked the largest customer commitment in its short public life and the largest quarterly loss in its short public life, inside the same earnings report.

LIVINGSTON, N.J.--(BUSINESS WIRE)--CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced that Nick Robbins, VP Corporate Development and Investor Relations, will present at the BofA Securities Global Technology Conference in San Francisco, CA. The discussion will begin at 10:40 a.m. Pacific Time on June 3rd. A live webcast and replay of the presentations will be available on CoreWeave's Investor Relations site at investors.coreweave.com. Disclosure Information CoreWeave u.

LIVINGSTON, N.J.--(BUSINESS WIRE)--CoreWeave, Inc. (Nasdaq: CRWV), The Essential Cloud for AI™, today announced the launch of unified agentic AI capabilities that accelerate progress toward the superintelligence loop, a closed feedback loop between training and inference. With reinforcement learning, production inference, agent observability, and autonomous improvement working as one closed loop, agents not only become more reliable, they compound in capability over time. Until now, training re.

Leopold Aschenbrenner, known as one of the youngest billionaires and a former member of the OpenAI research team, has just disclosed one of his largest stock positions yet.

CoreWeave NASDAQ: CRWV Chief Financial Officer Nitin Agrawal said the AI cloud company expects margin improvement in the second half of the year as recently added power capacity is converted into deployed GPUs and customer revenue.

CoreWeave Inc (NASDAQ:CRWV) shares are dipping on Wednesday as traders seem to be stepping back from high‑beta AI infrastructure names while the broader market stays mostly unchanged. The Nasdaq is off 0.10% and the S&P 500 is barely positive at 0.01%.