Core Insights - Artificial intelligence (AI) development is costly, requiring significant resources such as electricity, data centers, and financial investment [1] - CoreWeave is positioned as a solution for companies looking to develop AI without incurring the high costs associated with building their own infrastructure [3][4] Company Overview - CoreWeave offers products tailored for AI developers, including CoreWeave ARENA, a rentable AI lab that allows customers to test and scale their AI programs without the need for extensive capital investment [4] - The company also provides a service called Slurm on Kubernetes (SUNK), which enables customers to train AI models using CoreWeave's network, addressing the rising costs of AI model training [5] Market Trends - The cost of training new AI models has been increasing at a rate of 2 to 3 times annually over the past eight years, with projections indicating that it could exceed $1 billion to train a large language model (LLM) by 2027 [6] - Smaller AI companies, such as Mistral AI, have reported significant efficiency gains by using CoreWeave's services, achieving training speeds 2.5 times faster than their own capabilities [7] - Larger corporations, including International Business Machines (IBM), are also leveraging CoreWeave's offerings, enhancing their model training speed by 1.8 times [8]

Earnings Presentation Q4 2025 February 26, 2026 © 2026 CoreWeave, Inc. All rights reserved Forward-Looking Statements This presentation contains "forward-looking statements" within the meaning of applicable securities laws. Such statements are based on our current expectations, forecasts and assumptions and involve risks and uncertainties. These statements include, but are not limited to, statements related to our business; our strategy; our market opportunity and future growth; market trends; impact of inv ...

Core Viewpoint - CoreWeave is the first AI cloud provider to deploy NVIDIA's latest GB300 NVL72 systems, aiming for significant global scaling of these deployments [1][5] Performance Enhancements - The NVIDIA GB300 NVL72 offers a 10x boost in user responsiveness, a 5x improvement in throughput per watt compared to the previous NVIDIA Hopper architecture, and a 50x increase in output for reasoning model inference [2] Technological Collaboration - CoreWeave collaborated with Dell, Switch, and Vertiv to establish the initial deployment of the NVIDIA GB300 NVL72 systems, enhancing speed and efficiency for AI cloud services [3] Software Integration - The GB300 NVL72 deployment is integrated with CoreWeave's cloud-native software stack, including CoreWeave Kubernetes Service (CKS) and Slurm on Kubernetes (SUNK), along with hardware-level data integration through Weights & Biases' platform [4] Market Leadership - CoreWeave continues to lead in providing first-to-market access to advanced AI infrastructure, expanding its offerings with the new NVIDIA GB300 systems alongside its existing fleet [5] Benchmark Achievement - In June 2025, CoreWeave achieved a record in the MLPerf® Training v5.0 benchmark using nearly 2,500 NVIDIA GB200 Grace Blackwell Superchips, completing a complex model in just 27.3 minutes [6] Company Background - CoreWeave, recognized as one of the TIME100 most influential companies and featured in Forbes Cloud 100 ranking in 2024, has been operating data centers across the US and Europe since 2017 [7]

Table of Contents As filed with the U.S. Securities and Exchange Commission on March 20, 2025. Registration No. 333-285512 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 2 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 COREWEAVE, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) Michael Intrator Chief Executive Officer 290 W Mt. Pleasant Ave., Suite 4100 Livingston, NJ 07039 ( ...

Table of Contents As filed with the U.S. Securities and Exchange Commission on March 11, 2025. Registration No. 333-285512 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 AMENDMENT NO. 1 TO FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 COREWEAVE, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) Delaware 7372 82-3060021 (I.R.S. Employer ...

(State or other jurisdiction of incorporation or organization) (Primary Standard Industrial Classification Code Number) Delaware 7372 82-3060021 (I.R.S. Employer Identification Number) Table of Contents As filed with the U.S. Securities and Exchange Commission on March 3, 2025. Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 COREWEAVE, INC. (Exact name of registrant as specified in its charter) 290 ...