CRWV News
R40 coverage and dated third-party headlines for CoreWeave, Inc. (CRWV).
R40 Coverage
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).