CRWV News
13 R40 articles on CoreWeave, Inc. (CRWV). Latest, Sep 30, 2026: CoreWeave's 3.8x Rubin Figure Is the Training Row, Not the 4.8x Inference One.
R40 Coverage
CoreWeave's 3.8x Rubin Figure Is the Training Row, Not the 4.8x Inference One
CoreWeave put Vera Rubin NVL72 into limited availability on 30 September. The 3.8x circulating is its training row; Cognition measured 4.8x for inference.
CoreWeave Adds a 35-Million-Share ATM. Its Third Convert Is Marketed to Strike Below the Last Two.
CoreWeave opened a 35m-share ATM and marketed a $3.0bn convert striking near $102-106, below its last two. Our 27 Aug piece missed four earlier marks.
Microsoft's Code of Conduct Contains No Capex Number. The Market Repriced Capacity Prices Anyway.
Microsoft's MAI Code of Conduct runs 15,203 words and never says compute. The capacity sellers fell 5-7% on it; flat prices cost our bases 19.5% to 41.7%.
Microsoft Already Told You It Builds a Gigawatt a Quarter. The 26-Gigawatt Leak Is Six More Years of It.
Microsoft discloses a gigawatt a quarter and $41bn of capex behind it, never a fleet total. The leaked 26 GW is that rate continued, and costs about $1.07tn.
Meta Is Building Toward 14 GW. Its Rentable Compute Is Still a Thin Slice.
Meta targets 14 GW by 2027 while remaining a major compute buyer. This deep dive maps its Titans, silicon, workloads, utilization and rentable capacity.
Nebius Sold Stock at $223.60 and Its Newest Converts Strike From $313.46. The Shares Sit Between Them.
Nebius sold $2.8bn of shares at $223.60 and struck $3.45bn of converts at $313.46. IREN trades 36% below NVIDIA's $70 rights; CoreWeave publishes no mark.
Anthropic Has Contracted 1.19 GW. Half of It Costs $2.37M per MW-Year, the Other Half $15.46M.
Four reported Anthropic capacity deals total 1,185 MW for $83.1B, and split by term they are two products: $2.37M per MW-year on 20-year leases, $15.46M on six.
Broadcom May Raise $60B for AI Deals. Its 10-Q Already Disclosed a $29B Lease Backstop.
Bloomberg says Broadcom may raise $60B for AI deals. Its 10-Q already discloses the shape: a $29B lease backstop — 44.7% of total debt — behind Apollo's racks.
CoreWeave Owes $64.6B in Rent Against $35.1B of Debt—and One $14.7B Lease Is Excluded.
CoreWeave's 10-Q discloses $64.6B of committed and signed lease payments against $35.1B of debt — excluding one $14.7B site and 355 MW it cannot quantify.
The Neocloud "Revenue per Megawatt" Ranking Is Measuring Contract Length, Not Efficiency
The circulating revenue-per-megawatt neocloud table mixes multi-year backlog with annual figures and never divides by years. Fixed, first and seventh swap.
Nvidia's Disclosed Stock Portfolio Grew $45 Billion Last Quarter. It Bought One Thing.
Nvidia's Q2 13F shows eight positions worth $63.4B, up $45B in a quarter. Seven share counts are unchanged: the move is one new position and Intel tripling.
CoreWeave's Operating Leverage Arrived. So Did $640 Million of Interest.
CoreWeave's Q2: revenue $2.575B up 112%, first positive operating cash flow, backlog $104B. Interest hit $640M, debt grew $13.7B, free cash flow was −$5.74B.
CoreWeave Earned $21 Million of Adjusted Operating Income Last Quarter and Paid $536 Million of Interest
CoreWeave reports tonight: consensus near $2.56B of revenue, up ~111%. The question is the gap between an operating line near zero and $2.1B a year of interest.
February 2026
Why CoreWeave Plunged Then Recovered This Week
Analyzes volatility tied to big tech AI capex signals; rebound after NVIDIA CEO comments; questions if massive spending benefits infra providers.
CRWV Surges ~20.5% After Sharp Intraday Plunge
Stock dropped ~20% early in week on AI spending concerns, then rebounded to ~$90 on heavy volume (~35M+ shares); ended week down only ~3.4%.
Prediction: CoreWeave Stock Will Double in 2026
Bullish case: Revenue to more than double on $55B+ backlog conversion; undervalued despite pullback; potential millionaire-maker if execution continues.
CoreWeave Announces Q4/FY2025 Earnings Date
Results and conference call set for February 26, 2026 at 5 PM ET; investors await updates on $55B+ backlog execution, capacity ramps, and guidance.
New Brand Vision & ARENA Launch
Introduced 'The Cloud Built for This Moment' branding and ARENA for enterprise AI testing; weighs NVIDIA backing against stretched valuation.
January 2026
NVIDIA's $2B Investment & Deutsche Bank Upgrade
NVIDIA boosted stake (second-largest shareholder), triggering upgrade to Buy; reinforces partnership for data center expansion (5+ GW AI factories planned).