Everyone Needs CoreWeave… Here’s Why It Might 5× скачать в хорошем качестве

Everyone Needs CoreWeave… Here’s Why It Might 5×

Summary: In today’s deep dive, we break down one of the hottest companies in the entire AI boom: CoreWeave. This video analyzes their latest earnings call and builds a true investor’s guide—covering massive upside, serious risks, and what actually matters if you’re considering investing. We start with the bull case, which is powered by explosive growth. CoreWeave posted $1.4 billion in Q3 2025 revenue, up 134% year-over-year, fueled by what the CEO calls “insatiable customer demand.” Even more impressive, CoreWeave now holds a $55+ billion contracted backlog, growing faster than any cloud provider in history. And with no single customer representing more than 35% of that backlog, their demand is now broad, diverse, and accelerating. But this hypergrowth comes with real risks. The bear case centers on one threat: execution risk. The company is running into industry-wide supply chain bottlenecks—not with Nvidia chips, but with powered shells, the physical data-center buildings needed to install servers. Because third-party developers can’t build these fast enough, CoreWeave has already lowered its own guidance. Next, we break down CoreWeave’s competitive moat. They’re first in line for Nvidia’s latest chips, their custom software has won multiple industry awards, and they’re building a flexible “fungible infrastructure” model that lets them shift computing capacity between customers and workloads instantly. Add recent acquisitions like OpenPipe, Marimo, and Monolith, and you can see the strategy: evolve from GPU renter to full end-to-end AI platform. Finally, we deliver the investment verdict. CoreWeave is the definition of a high-growth, high-risk AI infrastructure play. The upside is massive—but everything depends on execution. Can they expand fast enough to keep up with demand and deliver on that $55B backlog? That’s the question every investor must answer. This video is for informational purposes only and is not financial advice.