CRWV · CoreWeave, Inc.
AI cloud provider renting Nvidia GPU capacity at hyperscale
Risiko 9/10 · EXTREME RISK · leveraged AI cloud · $89.36 ▲ 5.68%Von KI geschrieben
Stand der Zahlen: · Quellen: öffentliche Markt-Aggregatoren
Kennzahlen
- Price $89.36
- Market cap $49.3B
- P/E (ttm) n/a
- Div yield none
- 52-wk range $60.55 – $153.20
Wichtigste Risiken
- Debt-financed GPU buildout meets an AI capex slowdown (Shareholders) — EXTREME
- Customer concentration in a handful of AI giants (Shareholders) — EXTREME
- GPUs depreciate faster than the contracts that fund them (Bondholders) — HIGH
- Founders and executives selling stock in size before results (Retail investors) — HIGH
Fazit
Revenue is doubling and the demand is real, but the capital structure only works while the AI boom keeps every GPU rented — this is a leveraged bet on the cycle, not on the cloud.
Recherche, keine Anlageberatung.