Tag
CoreWeave
4 articles
CoreWeave's $35B Debt Load Funds 112% Revenue Growth as Backlog Hits $104B
The AI infrastructure provider posted a $626 million net loss as its revenue backlog hit $104 billion, with $25 billion in new third-quarter commitments not yet included.
Super Micro, CoreWeave Rally on AI Demand; H&R Block Jumps on FY27 Outlook
Super Micro beat Q4 estimates and issued strong Q1 guidance; CoreWeave posted 112% revenue growth and a $104 billion backlog; H&R Block surged on its FY27 forecast.
CoreWeave's $104B Backlog Makes the Bear Case Hard to Hold
CoreWeave topped Q2 estimates on revenue, adjusted EBITDA and operating income, with a $104 billion backlog signaling durable AI infrastructure demand.
BNP Paribas Warns SpaceX AI Buildout Could Squeeze Neocloud GPU Supply
SpaceX's AI infrastructure expansion may prompt Nvidia to prioritize its chip allocations, tightening GPU supply for neocloud providers CoreWeave and Nebius.