What are Coreweave's core advantages? After careful consideration, there are several aspects: 1. A focused GPU-driven cloud service provider for AI training and inference, unlike other cloud vendors that are more comprehensive. It supports GPU computing, CPU computing, storage (CAIOS AI object storage), network services, and even bare metal services. This ensures that compared to other vendors, it is more professional and faster in AI cloud services. Customers have noted that Coreweave's GPU startup is faster than AWS. 2. Data center construction is a highly professional task: involving site selection, power supply, facility construction, cooling systems, and most importantly, the ability to acquire GPUs. Coreweave has a close relationship with Nvidia, which is its sixth-largest shareholder. Currently, Coreweave has 25 cards, with the number expected to increase in the future. 3. Scale advantages bring cost and price benefits. Coreweave's computing costs are around 70% of AWS, naturally offering customers more flexible and attractive pricing. 4. Based on this, Coreweave's unfulfilled cumulative order scale has reached $25.9 billion, including $14.7 billion in remaining performance obligations and $11.2 billion in capacity reservations. Why focus on Coreweave? As previously discussed, AI iteration is accelerating, and AI is driving the evolution of many industries and technologies. The future demand for Token will continue to grow. The need for fast, low-cost computing power will have a massive gap to fill in the coming years. Whoever can fill this gap in AI infrastructure will occupy a crucial ecological position in the industry chain. The current point of consideration is timing: the future space is enormous. However, it's also important to note that CoreWeave's unissued shares will be unlocked at the end of September (6 months after IPO). Here are some Grok questions about Coreweave, <x.com/i/grok/share/XFxzdbd9N9l...…> These two analyses and thoughts about Coreweave are professional and worth a careful read. @kevinlhr88 <research.artemisanalytics.com/...…> @BigbirdflyChan <x.com/bigbirdflychan/status/19...…> #US Stock Potential
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qinbafrank
@qinbafrank
08-01
前天写BMNR更有可能以太坊微策略龙头,当晚$BMNR 涨了10%多。昨天下午觉得可以开始好好研究下CoreWeave了,今晚$CRWV 开盘涨了接近12%。 x.com/qinbafrank/sta…

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