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Independent investment research firm Hedgeye, popular for its high-conviction short ideas, has focused on newly listed ...
If not for Nvidia, there would be no CoreWeave IPO. The artificial intelligence infrastructure startup might still be plucking away in the crypto market. In 2020, CoreWeave established a business ...
CoreWeave priced its initial public offering far lower than it originally expected, in a disappointing development for Nvidia.
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NVIDIA announced that GPU cloud platform CoreWeave is among the first cloud providers to bring NVIDIA GB200 NVL72 systems ...
CoreWeave's IPO debut tests neocloud viability and reliance on Nvidia GPUs.
The GB200 NVL72-based instances on CoreWeave connect 36 Nvidia Grace CPUs and 72 Nvidia Blackwell GPUs in a liquid-cooled, ...
CoreWeave has been a significant customer for Nvidia, deploying over 250,000 of Nvidia's GPUs by the end of 2024. Investors' lukewarm reception to the CoreWeave IPO could signal reduced confidence in ...
One analyst says investors seem to be taking issue with CoreWeave specifically, which he views as “nothing more than a highly leveraged, off-balance-sheet arrangement for Nvidia.” ...
The day before the visit by Jensen Huang, lawmakers in Washington said they were investigating whether the chipmaker’s sales ...
CoreWeave is not the first CSP to offer Grace Blackwell. Other CSPs offering it include Cohere, IBM, and Mistral AI, are all ...
CoreWeave in recent years found itself in something of an enviable position. Starting out in 2017, it bought GPUs to supply to the cryptocurrency mining industry, only to pivot to AI when that became ...