AU
UK
CA
NZ
IND
US
Key HighlightsLumentum supplies lasers and optical components essential to AI data-center networking.Revenue has grown rapidly on supply-constrained AI datacom demand.A reported strategic investment from NVIDIA underscores Lumentum’s strategic importance.The stock has been one of the strongest performers tied to AI infrastructure.Capacity expansion and customer …
CoreWeave and NVIDIA's Deeper Tie-Up: What the $2B Deal Really MeansKey HighlightsIn January 2026, NVIDIA announced a $2 billionInvestmentin CoreWeave alongside an expansion of their commercialPartnership.NVIDIA intends to test and validate CoreWeave's platform, including SKI and Mission Control, for inclusion in NVIDIA's reference architecture.The …
CoreWeave's Four 2025 Acquisitions: What They Signal About Its Long-Term PlanKey HighlightsCoreWeave completed four strategic acquisitions in 2025: Weights and Biases, OpenPipe, Marimo, and Monolith AI.The Weights and BiasesAcquisition, completed in May 2025, cost approximately $1.03 billion.OpenPipe specializes inTrainingAI agents with reinforcement learning; Marimo …
CoreWeave's StorageBusinessHit $100M ARR: Why ProductDiversificationIs KeyKey HighlightsCoreWeave's storageRevenueeclipsed $100 million in annualRecurring Revenueas of Q3 2025.Approximately 80% of CoreWeave customers spending at least $1 million annually have adopted one or more storage products.Storage includes proprietary object and file storage with Local Object Transport …
CoreWeave vs Hyperscalers: Rivals or Partners? The Answer Is BothKey HighlightsMicrosoft, CoreWeave's largest customer at 67% of 2025Revenue, is also among the hyperscale customers whose relationships expanded during the year.CoreWeave competes with hyperscalers for GPU cloud customers while simultaneously serving those same hyperscalers as …
ASICs vs NVIDIA GPUs: Where CoreWeave Stands in the Inference Architecture DebateKey HighlightsCoreWeave's CEO confirmed the company is client-led on hardware decisions, following customerDemandfor NVIDIA GPU infrastructure.Demand signals for CoreWeave's NVIDIA-based infrastructure are currently overwhelming the company's ability toSupply.Custom ASIC providers offer competitive inference …
CoreWeave carried approximately $25 billion in debt as of Q1 2026. Interest expense reached $388 million in Q4 2025 and is guided to $510 million to $590 million in Q1 2026. For a company with $2 billion in quarterlyRevenue, this is a substantial financial …
In the competitive landscape of AI cloud infrastructure, technical credentialing has become a meaningful differentiator. CoreWeave's achievement of NVIDIA's Exemplar Cloud status for the GB200 NVL72 system in Q4 2025 is the most rigorous external validation that its platform delivers industry-leading performance for frontier …
CoreWeave Hits $5.1B in 2025Revenue: How It Got There So FastKey HighlightsCoreWeave generated $5.1 billion in revenue for fiscal year 2025, up 168% year-over-year.The company grew from $229 million in 2023 to $1.9 billion in 2024 to $5.1 billion in 2025.CEO Mike Intrator called …
CoreWeave's 2026 revenue guidance of $12 billion to $13 billion represents one of the most ambitious growth targets in corporate history for a company of its size. Understanding what underpins that guidance requires looking at the mechanics of how CoreWeave converts infrastructure into revenue.
Please wait processing your request...