The deal offers some reassurance to CoreWeave investors in light of the company's heavy customer concentration and rampant competition for cloud offerings. ...

From left, Advanced Micro Devices CEO Lisa Su and CoreWeave CEO Michael Intrator testify before the Senate Committee on Commerce, Science, and Transportation in Washington on May 8, 2025. The tech leaders testified about the global artificial intelligence race and where the United States can remain competitive.CoreWeave shares jumped as much as 8% on Monday after the provider of cloud infrastructure for artificial intelligence workloads disclosed an order worth at least $6.3 billion from Nvidia.Under the te ...

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CoreWeave shares rose more than 7% on Monday after the company revealed details of a previously undisclosed contract with Nvidia worth up to $6.3 billion. The deal, originally signed in April 2023, ob... ...

CoreWeave, Inc. shares were in the spotlight on Monday due to a combination of an expanded deal with NVIDIA Corp. NVDA and a short report from Kerrisdale Capital. Let's dive in. CRWV stock is moving today. See the real-time price action here. New Nvidia Contract Read Next: Trump Hints TikTok Deal Is Locked In—Youth ‘Will Be Very Happy’ CoreWeave announced on Monday that it has signed a new agreement with Nvidia valued at an initial $6.3 billion. Under the deal, Nvidia will buy any unused cloud capacity that ...

Core Insights - CoreWeave, Inc. (CRWV) has launched CoreWeave Ventures to support founders and companies developing AI technologies and platforms, aiming to empower entrepreneurs with capital, technical expertise, and compute resources [1][2] - The initiative provides a wide range of support, including direct capital investments, compute-for-equity arrangements, technical collaboration, and go-to-market opportunities, leveraging CoreWeave's extensive network [2][10] - CoreWeave Ventures is collaborating with a diverse range of innovators, from foundational large language model developers to vertical AI application pioneers, facilitating accelerated access to the CoreWeave cloud platform [3][4] Competitive Landscape - By investing in emerging AI startups, CRWV aims to gain early access to cutting-edge technologies, enhancing its competitive advantage and expanding its ecosystem with high-potential AI companies [4] - Nebius Group N.V. is expanding its AI infrastructure capabilities through a $17.4 billion agreement with Microsoft, with plans to reach 1 GW capacity by 2026, indicating strong competition in the AI infrastructure sector [6] - Microsoft has made over 300 investments through its M12 venture capital fund, with a notable investment in OpenAI, which has significantly advanced its AI ambitions and positioned Azure as a leading platform for AI workloads [7][8] Financial Performance - CoreWeave shares have increased by 179.9% over the past six months, outperforming the Internet Software industry's growth of 24.3% [11] - CRWV shares are currently trading at a Price/Book ratio of 19.3X, significantly higher than the Internet Software Services industry's 6.85X [12] - The Zacks Consensus Estimate for CRWV's earnings for 2025 has been revised downward over the past 60 days, indicating potential concerns regarding future performance [13]

Let's get to Jim and stop trading. >> Overlook deal uh cororeweave with Nvidia 6.3% billion where coravee has the right to to uh interrupt the contract. This is to sell uh sell data center power the whole you know whatever you want to rent a data center this is very good for core that's why core is up so much >> what do they have the right to do >> they they have the right to basically under terms of instances where the company's data center capacity is not fully utilized uh Nvidia pays but if it is and the ...

根据协议条款，英伟达承诺在2025年至2032年4月13日期间，承担购买CoreWeave未被客户使用的剩余 产能的义务，前提是CoreWeave满足交付及服务可用性等条件。这一安排不仅有助于CoreWeave提高产 能利用率，也为英伟达在人工智能及高性能计算领域提供了更多算力支持。 CoreWeave(CRWV.US)股价走高，截至发稿，该股涨超5%，报118.1美元。CoreWeave宣布与英伟达 (NVDA.US)在2023年4月10日签署的协议基础上，达成一份新的订单协议，初始价值高达63亿美元。该 协议旨在为CoreWeave客户提供预留的云计算容量，并在客户未完全使用其数据中心产能时，由英伟达 购买剩余的闲置产能。 ...

智通财经APP获悉，CoreWeave(CRWV.US)股价走高，截至发稿，该股涨超5%，报118.1美元。 CoreWeave宣布与英伟达(NVDA.US)在2023年4月10日签署的协议基础上，达成一份新的订单协议，初 始价值高达63亿美元。该协议旨在为CoreWeave客户提供预留的云计算容量，并在客户未完全使用其数 据中心产能时，由英伟达购买剩余的闲置产能。 根据协议条款，英伟达承诺在2025年至2032年4月13日期间，承担购买CoreWeave未被客户使用的剩余 产能的义务，前提是CoreWeave满足交付及服务可用性等条件。这一安排不仅有助于CoreWeave提高产 能利用率，也为英伟达在人工智能及高性能计算领域提供了更多算力支持。 ...

Nvidia is obligated to purchase CoreWeave's unsold cloud-computing capacity through April 13, 2032. ...