COREWEAVECRWV

Originally a cryptocurrency mining operation, CoreWeave pivoted to renting out Nvidia GPUs for AI training and inference. It became one of the largest independent AI cloud providers, backed by close ties to Nvidia and large contracts with AI labs, and listed on Nasdaq in March 2025.

CEO Michael Intrator · Founded 2017 · Listed 2025.3 · HQ Livingston, New Jersey, US · Exchange NASDAQ · Website coreweave.com

Predictions & track record (2)

• Awaiting grading SemiAnalysis: Nvidia's next-gen Rubin chip shows 5x better performance per dollar than today's Blackwell, per early dataGrade whether Nvidia submits verifiable Rubin benchmark numbers to InferenceX by Q3 2026, and whether they roughly match today's early 5x per-dollar claim.
• Awaiting grading Neoclouds rip higher as IREN lifts its AI-cloud revenue target above $4BScore later: does IREN's recurring-revenue run-rate actually reach the $4B+ target it guided to here?

3 related posts

• Watch Why Nvidia is guaranteeing $250 billion of OpenAI's debt: the same reason showed up in the fiber-optic bubble 25 years ago 메르 (ranto28) · 2026-07-28
• Bull SemiAnalysis: Nvidia's next-gen Rubin chip shows 5x better performance per dollar than today's Blackwell, per early data SemiAnalysis · 2026-07-23
• Bull Neoclouds rip higher as IREN lifts its AI-cloud revenue target above $4B Serenity (@aleabitoreddit) · 2026-07-20