CoreWeave
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.
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