Who are CoreWeave's key suppliers?

CoreWeave's tracked suppliers include NVIDIA, AMD, Hon Hai (Foxconn), Quanta Computer, Super Micro Computer, Dell Technologies, Vertiv, Equinix, Digital Realty.

Who are CoreWeave's customers?

CoreWeave's tracked customers include Microsoft, Meta Platforms, OpenAI, IBM, Together AI, Anthropic, xAI, Mistral AI, Baidu, Tencent, Cohere, Perplexity AI, Hugging Face, Scale AI, AI21 Labs.

Where is CoreWeave headquartered?

CoreWeave is based in United States.

What part of the semiconductor supply chain is CoreWeave in?

CoreWeave operates in the GPU Clouds (Neoclouds) segment, where it is a market leader.

CoreWeave

Q: What does CoreWeave make?

CoreWeave makes NVIDIA H100 / H200 / GB200 GPU cluster rental, HPC / AI training cloud services, Inference-as-a-Service (large model hosting), CoreWeave Cloud storage (NVMe), Managed Kubernetes for AI workloads.

CoreWeave is a leader in the AI & Data Center segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include NVIDIA, AMD, Hon Hai (Foxconn). Its key customers include Microsoft, Meta Platforms, OpenAI.

Largest pure-play GPU cloud (neocloud) renting NVIDIA capacity for AI.

Ticker: NASDAQ: CRWV
Headquarters: United States
Revenue: $5.1B (FY2025)
Net income: $-1.2B
Operating margin: -0.9%
Market position: leader
Value-chain segment: GPU Clouds (Neoclouds)
Key products: NVIDIA H100 / H200 / GB200 GPU cluster rental, HPC / AI training cloud services, Inference-as-a-Service (large model hosting), CoreWeave Cloud storage (NVMe), Managed Kubernetes for AI workloads

About CoreWeave

CoreWeave, headquartered in United States, operates in the GPU Clouds (Neoclouds) segment of the semiconductor & AI supply chain and is positioned as a market leader there. Its key products include NVIDIA H100 / H200 / GB200 GPU cluster rental, HPC / AI training cloud services, Inference-as-a-Service (large model hosting), CoreWeave Cloud storage (NVMe), Managed Kubernetes for AI workloads. wafergraph maps 9 tracked suppliers and 15 tracked customers for CoreWeave across the value chain. It has a supply-chain criticality score of 81/100, with 235 companies downstream of it. CoreWeave is a party to 4 tracked deals, including Microsoft–CoreWeave GPU cloud deal; OpenAI–CoreWeave $11.9B infrastructure deal; Meta–CoreWeave $14.2B deal.

Role in the chain

CoreWeave is a market leader in AI & Data Center (GPU Clouds (Neoclouds)), headquartered in United States. Largest pure-play GPU cloud (neocloud) renting NVIDIA capacity for AI.

Diligence questions

The dataset records 9 tracked suppliers for CoreWeave. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
7 of CoreWeave's tracked suppliers are a monopoly or leader (including Dell Technologies, Digital Realty, Equinix, Hon Hai (Foxconn)). Which of those are actually single-source for the process step you care about?
The dataset names 15 tracked customers for CoreWeave. How concentrated is demand among those names, and which of them have a documented second source in this graph?
CoreWeave is positioned as a leader in AI & Data Center. How replaceable is this vendor on the process step you are buying?
CoreWeave is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
CoreWeave trades as NASDAQ:CRWV. What does the latest reported period say about capacity and backlog versus the graph position above?

Full diligence pack for CoreWeave