CoreWeave
CoreWeave is a pure-play AI cloud focused on GPU capacity for training and inference workloads.
Metric timing
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Price, 1D change, market cap, and enterprise value are current market-based figures.
Most valuation and margin cards are trailing twelve months, while forward P/E uses forward consensus.
Balance-sheet ratios use the latest reported quarter. Dividend cadence is inferred from recent payout history.
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Latest headlines
Recent company headlines. Each link opens the original article in a new tab.
Three stocks firmly tied to the AI infrastructure buildout - Advanced Micro Devices (AMD), CoreWeave (CRWV), and Arm Holdings (ARM) - have all been drawing extra investor attention lately. But why?
CoreWeave Has the Ingredients for a Monster Rally. Here’s Our Price TargetCoreWeave is posting triple-digit revenue growth while its stock sits nearly 29% below year-ago levels, and that disconnect between momentum and price may not last much longer.
CoreWeave Vs. Nebius: One is Much More Exposed to The Looming Neocloud ThreatCoreWeave and Nebius both rode the neocloud wave to blockbuster quarters, but their balance sheets tell very different stories about who survives if the hyperscalers stop renting and start competing.
IREN Broadens Its AI Customer Base: Can Diversification Pay Off?IREN expands its AI Cloud customer base with new contracts, stronger pricing and a focus on reducing revenue concentration risk.
Rothschild Redburn starts CoreWeave at Sell with $54 targetThe target implies 33.6% downside despite CoreWeave’s rapid revenue growth and a Wall Street consensus target more than twice as high.
How More Pieces Are Falling Into Place For Google's Nvidia AI Chip ChallengeGoogle stock could benefit as AI chip business emerges as new cloud computing growth engine and rival to Nvidia GPUs.
Why it could benefit going forward
- CoreWeave is a pure-play AI cloud focused on GPU capacity for training and inference workloads.
- It gives the dashboard direct exposure to neocloud demand outside the hyperscalers.
- Fast customer growth can signal whether specialized GPU clouds keep taking share.
Moat / edge
- Purpose-built GPU infrastructure and fast deployment model.
- Deep relationships with AI labs and enterprise AI buyers.
- Focused operating model compared with general-purpose clouds.
What to watch
- Customer concentration and contract duration.
- Debt, capex, and GPU utilization.
- Competitive response from hyperscalers.
Key risks
- High capital intensity can amplify execution risk.
- Demand visibility may change quickly if AI training economics shift.
Business snapshot
CoreWeave, Inc. operates as a cloud infrastructure technology company in the United States. The company offers CoreWeave Cloud platform that comprises proprietary software and cloud services that deliver the automation and efficiency needed to manage complex artificial intelligence (AI) infrastructure at scale. It also offers data and storage solutions, such as Local Object Transport Accelerator; infrastructure control solutions, including CoreWeave Kubernetes service; mission control services, including node, rack, and fleet lifecycle management; model and agent development tools comprising Weights & Biases, an AI developer platform; and runtime acceleration. In addition, the company offers graphics processing unit compute, CPU compute, networking services, managed services, and virtual and bare metal servers. Its services also include visual effects rendering, machine learning, pixel streaming, and batch processing. The company was formerly known as Atlantic Crypto Corporation and changed its name to CoreWeave, Inc. in December 2019. CoreWeave, Inc. was incorporated in 2017 and is based in Livingston, New Jersey.